Asset Protection | Lending to your business without losing your house
It is quite common for a business owner to provide a personal loan to their business to fund working capital demands, capital purchases and expansion plans. This may be because you have some spare cash, you have exhausted your business funding lines, or just because it seems an easier option than dealing with the paperwork […]
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: Controlling a Family Trust When You Die (Chapter 4 – Putting in place a ‘control structure’)
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: Controlling a Family Trust When You Die (Chapter 3 – Distributing assets from the trust on your death)
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: Controlling a Family Trust When You Die (Chapter 2 – How do you give ‘fixed percentages’ to your children?)
Below is Chapter 2 of our ‘Controlling a Family Trust When You Die’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – Who controls your family trust? Chapter 3 – Distributing assets from the trust on your death Chapter 4 – Putting in place a ‘control structure’ How […]
Booklet: Controlling a Family Trust When You Die (Chapter 1 – Who controls your family trust?)
Below is Chapter 1 of our ‘Controlling a Family Trust When You Die’ booklet. To read the other chapters of our booklet, click the links below: Chapter 2 – How do you give ‘fixed percentages’ to your children? Chapter 3 – Distributing assets from the trust on your death Chapter 4 – Putting in place […]
Trust Issues | Why does the Governing Law of a Trust Matter?
The governing law of a trust determines which State or Territory laws apply to the trust and which courts have the jurisdiction to hear a dispute. Therefore, a trustee must know which laws govern the trust to perform their role properly. The governing law of a trust will have implications for: The administration and interpretation […]
Why jurisdiction matters when it comes to trusts
Trusts may be ubiquitous in the Australian business landscape, but they are not simple structures to administer. If you have a trust, or are establishing a trust, one aspect you need to consider is the ‘governing law’ or the jurisdiction of the trust. Let us tell you why…
Solution Brief: Unit trusts
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 […]
Solution Brief: Leveraged Trusts
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 […]