Thought Leadership

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Jul 27, 20232 min read

Succession Planning: Safeguarding Family Wealth for the Future

Family wealth protection goes beyond immediate financial management; it requires meticulous planning for the future. A cornerstone of...

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Jul 20, 20231 min read

Family Provisions Claims - a Judicial reminder

A word from the bench Family provisions cases revolve around the contestation of a deceased's will, primarily when an individual believes...

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Jul 13, 20233 min read

The Transformative Power of AI in Accounting: A Look at Five Benefits and the Future Outlook

The field of accounting is experiencing a significant transformation with the advent of artificial intelligence (AI) technology. AI has...

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Jul 6, 20233 min read

Your Experts Guide to Family Provisions Claims

A family provision claim is a legal process in Australia that allows eligible persons to seek a share, or a larger share, of a deceased...

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Jun 29, 20234 min read

Letter of Advice for Trust Distribution Resolutions - Owies case and S100A

WITH THE FOLLOWING LETTER YOU CAN EMAIL OR TRADITIONAL EMAIL - just change the details of client and adviser/firm. Our Ref: TD Letter...

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Jun 19, 20232 min read

Pre-paying 2024 super contributions for a $55,000 tax deduction today

You may not be aware but the Commissioner of Taxation has told accountants and their superannuation clients that a business or taxpayer...

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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...