Top 18 Pros and Cons of Testamentary Trusts

A testamentary trust is one of the most effective and powerful estate planning tools available. A testamentary trust can have a wide reaching and multi-generational impact on family wealth.

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Downsizing – 13 Insights to improve your thinking on the subject

Downsizing is one of the biggest and hardest decisions you may ever make. More and more Australians will grapple with this challenge in years to come.

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Top 11 Family Trust Mistakes Not To Make

Do you have a Family Trust or are you considering one? Read this eBook to avoid many of the mistakes people make.

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Top 10 Estate Planning Mistakes to Avoid

Personal estate planning is often overlooked and even when we do get around to it there is a long list of mistakes that should be avoided.

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Our top rated eBook for April 2020

7 Things to know about SMSF Loans (plus Do's and Don'ts)

Prior to 2007 SMSFs were not allowed to borrow for investment purposes, which meant that property investment wasn’t an option for most fund members. It is now possible for SMSFs to borrow funds under some clearly defined conditions.

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