Thought Leadership

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Sep 7, 20232 min read

The Perils of a Lost Trust Deed: A Cautionary Tale and Solutions

In the labyrinthine world of finance, trust deeds serve as the bedrock of stability for both Self-Managed Super Funds (SMSFs) and...

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Apr 11, 20232 min read

What is a Notional Estate in NSW and how does it apply to clients with super

Introduction A notional estate is a concept specific to New South Wales (NSW) Family Provision claims in Australia. It refers to property...

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Sep 5, 20225 min read

Single Member SMSFs – a litigation time bomb for accountants, auditors, planners and AFSLs

1. Introduction The following table taken from the December 2021 ATO statistics show the disaster on our horizon, one I have seen...

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The Hidden Dangers of Large SMSFs: Why Bigger Isn’t Always Better

I was there on Day One for SMSFs or as they were called excluded super funds – all the way back on 1 July 1994. There were 70,000 on...

Introducing the "must have" Guardian - protecting the family at all times

A Guardian is a trusted individual or entity appointed to manage and protect the interests of vulnerable individuals who are unable to...

Understanding Debt Forgiveness in a Will: What You Need to Know

By Tony Anamourlis, Principal Abbott and Mourly Lawyers Introduction When managing a deceased estate, it's not uncommon to encounter...