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Introducing the Family Super Fund – the SMSF with Smarts

Jul 186 min read

Introducing the Family Super Fund – the SMSF with Smarts

There are more than 616,000 SMSFs in Australia controlling more than $930 Billion – so on average each Fund holds more than $1.5M. ...

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Death Benefits - Tax or No Tax - what does your family want?

Grant Abbott

May 304 min read

Death Benefits - Tax or No Tax - what does your family want?

No Tax - Adult Children happy they are Financial Dependants for Taxation Purposes on Death Introduction to Death Benefits When it comes...

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Strategic Steps to Amicable Property Settlements: Navigating Family Law with Ease

Grant Abbott

Mar 283 min read

Strategic Steps to Amicable Property Settlements: Navigating Family Law with Ease

Introduction In the context of Australian family law, completing a property settlement agreement amicably without incurring excessive...

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The Guide to Capital Gains Tax - the good and the bad

Grant Abbott

Mar 145 min read

The Guide to Capital Gains Tax - the good and the bad

Australia's capital gains tax (CGT) system, while comprehensive, is also punctuated by a number of generous concessions and exemptions...

178 views0 comments

Mastering the Art of Negotiation in Commercial Mediation: A Guide to Transforming Conflict into Collaboration

Prakriti Jhingran

Mar 73 min read

Mastering the Art of Negotiation in Commercial Mediation: A Guide to Transforming Conflict into Collaboration

In the realm of commercial relationships, disputes are inevitable. However, the manner in which these disputes are navigated can...

85 views0 comments

The Leading Member Discretionary Trust - the Royal Trust of Trusts

Grant Abbott

Feb 292 min read

The Leading Member Discretionary Trust - the Royal Trust of Trusts

The Leading Member Discretionary Trust and its many options is the only trust enabling the protection of family wealth for bloodline...

243 views0 comments

Unlocking the Power of Testamentary Trusts: A Guide to Securing Your Legacy

Grant Abbott

Feb 222 min read

Unlocking the Power of Testamentary Trusts: A Guide to Securing Your Legacy

Ever thought about how to keep your family safe and your money secure after you’re gone? That’s where testamentary trusts come in....

139 views0 comments

The Benefits and Pitfalls of Family Business Succession in Australia

Grant Abbott

Feb 82 min read

The Benefits and Pitfalls of Family Business Succession in Australia

In the vibrant economic landscape of Australia, family-owned businesses stand as the backbone, with an estimated 70% of all businesses...

304 views0 comments

Navigating the Uncharted Waters: Dying Without a Will – Problems and Solutions

Tony Anamourlis

Jan 253 min read

Navigating the Uncharted Waters: Dying Without a Will – Problems and Solutions

Introduction The death of a person without a will, known as dying intestate, can lead to numerous complications, both legally and...

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Delving into Family Provision Claims on Intestate Estates: A Case Study

Tony Anamourlis

Jan 243 min read

Delving into Family Provision Claims on Intestate Estates: A Case Study

Introduction In the realm of estate management, intestate estates—those left without a will—present a unique set of challenges,...

70 views0 comments

The Intricacies of Intestate Succession in Blended Families: A Brief Analysis

Tony Anamourlis

Jan 233 min read

The Intricacies of Intestate Succession in Blended Families: A Brief Analysis

Introduction Blended families, characterised by their unique combination of biological, step, and sometimes adoptive children, present...

90 views0 comments

Understanding Intestate Succession: Navigating the Legal Landscape in Australia

Tony Anamourlis

Jan 222 min read

Understanding Intestate Succession: Navigating the Legal Landscape in Australia

Introduction When a person passes away without a valid will, they are said to have died "intestate". This can lead to complex legal...

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Navigating the Pitfalls: Why Trading Companies Shouldn't Act as Trustees for SMSFs

Adil Zawahir

Jan 173 min read

Navigating the Pitfalls: Why Trading Companies Shouldn't Act as Trustees for SMSFs

The selection of a Trustee is a critical decision in the realm of Self-Managed Superannuation Funds (SMSFs), with far-reaching...

53 views0 comments

Top Ten Estate Planning and Family Wealth Protection Resolutions for 2024

Grant Abbott

Jan 43 min read

Top Ten Estate Planning and Family Wealth Protection Resolutions for 2024

As we welcome 2024, it's an important time to prioritise your estate planning and family wealth protection. Making these resolutions now...

176 views0 comments

Superannuation Death Benefits: Navigating the Waters Beyond Your Will

Grant Abbott

Nov 30, 20232 min read

Superannuation Death Benefits: Navigating the Waters Beyond Your Will

In the intricate realm of financial planning, superannuation often emerges as a complex yet crucial component, particularly when it comes...

125 views0 comments

Securing Your Future: The Role of Enduring Power of Attorney in Navigating Life's Uncertainties

Grant Abbott

Nov 23, 20232 min read

Securing Your Future: The Role of Enduring Power of Attorney in Navigating Life's Uncertainties

When considering the importance of an enduring power of attorney (EPOA) in Australia, it's vital to understand its role and implications....

90 views0 comments

Child Maintenance Trusts in Australia: An Overview

Grant Abbott

Oct 27, 20232 min read

Child Maintenance Trusts in Australia: An Overview

Child Maintenance Trusts (CMTs) in Australia are specialised trust structures established to provide financial support for children...

53 views0 comments

The Hidden Perils of Blended Families in Estate Planning: An Australian Perspective

Grant Abbott

Oct 12, 20232 min read

The Hidden Perils of Blended Families in Estate Planning: An Australian Perspective

The concept of family has evolved significantly over the decades. Today, blended families - those formed by partners with children from...

136 views0 comments

Grant Abbott

Sep 14, 20236 min read

The Ten BIG Benefits of a SMSF

We are going to look at the ten benefits of a SMSF, remember our goal is to make things simple - but with thousands of pages of laws it...

283 views0 comments

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

Grant Abbott

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...

120 views0 comments

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

Grant Abbott

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

Grant Abbott

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

Grant Abbott

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...