Estate planning considerations if your Christmas went pear-shaped

Estate Planning Considerations if Christmas went Pear-shaped!

Christmas isn’t always a time of joy for families.  Sometimes, along with all the dishes, you are left with a family fallout that takes you back to the proverbial drawing board where estate planning is concerned.  Here’s a look at how a difficult Christmas experience could inform your estate planning decisions:  Reflecting on executor and […]

A Christmas story: planning for the future while you deck the halls

A Christmas Story: Planning for the Future While You Deck the Halls

Christmas is a time for joy, family and reflection. But amidst the festivities, it’s also an excellent opportunity to consider your estate planning.  While it might seem unusual to bring up estate planning during the holidays, Christmas presents a rare chance to start these important conversations. 

Should trust succession be part of my Will?

Should trust succession be part of my Will?

Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]

Booklet: Private Ancillary Funds (PAFs) (Chapter 12 – Overview of a PAF)

Booklet: Private Ancillary Funds (PAFs)

Below is Chapter 12 of our ‘Private Ancillary Funds’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – Giving back to the community Chapter 2 – Brief history Chapter 3 – An overview of ancillary funds Chapter 4 – What is a PAF? Chapter 5 – Who can […]