The $5.4 trillion wealth transfer: what families need to know about probate in Australia
The great wealth transfer has arrived Australia is entering one of the largest intergenerational wealth transfers in history. Over the next 20 years, an estimated $5.4 trillion in property, business assets, superannuation and investments will pass from one generation...
Have you been served? Litigation steps: from claim to court verdict
Imagine this: You’ve just received a letter threatening legal action. It might come directly from a lawyer. Maybe it’s full of legal jargon. Your heart sinks, and the questions start to race through your mind: “What do I do now? Am I running out of time? How bad...
How to get board ready: 5 essential steps for aspiring directors
Joining a board of directors is a significant responsibility that requires careful preparation. Whether you’re an experienced executive or an aspiring board member, ensuring you are fully equipped for the role is crucial. Here are five key steps to help you get board-ready and excel in your directorship.
2025 – A year in review
As our team returns to office after a relaxing break to cap off 2025, we are taking a moment to look back on a bzzzzy and rewarding year for our team. After a turbulent few years, many of us have craved the comfort and peace of stability and quietness. There were...
Guaranteeing a child’s loan: an obligation that can outlive you
As property prices and borrowing challenges persist in Australia, more families are turning to guarantor loans – commonly referred to in the media as the ‘Bank of Mum and Dad’ – with brokers reporting significant growth in parents providing guarantees to...
Digital assets, cryptocurrency, and probate: don’t let your wealth disappear
Digital assets such as cryptocurrency and online accounts are easily lost after death without planning. Here’s what families and family businesses need to know about probate in the digital age.
Director loan repayments and solvency: what makes them ‘reasonable’
It is not unusual for companies, particularly newer, capital-constrained ones, to accept loans from, or make repayments to directors (or their associates). This might be for working capital, bridging shortfalls, or to enable new business initiatives. However,...
What happens when co-executors can’t agree? Lessons for will-makers and executors
Appointing two executors might sound like a sensible way to share responsibility, indeed, it is something we often recommend, but what if those executors can’t agree, or worse, one refuses to act? The Supreme Court of New South Wales case Wise v Barry; The Estate of...