The accurate valuation of clients' assets is extremely important as it can impact their tax, social security and aged care outcomes. Read more

Trustees tasked with administering long-standing life estates frequently encounter the challenge of reconciling rigid testamentary language with evolving beneficiary needs, particularly where aged care and residential transitions are involved. Read more

Across the business landscape, an evolution has begun. The traditional dream of building a business to pass down through generations is dissolving and being replaced by something more complex. Read more

Giving is one of the most powerful ways Australians express their values - during their lives and in their Wills. Read more

As we approach the end of the financial year, it is an opportunity to reflect on the year that was and consider actions that need to be undertaken prior to 30 June to maximise year-end tax planning opportunities. Read more

A significant change has occurred in relation to market-linked pensions. These pensions can now be terminated with the consequence that the member account balance previously supporting the pension can be either cashed out, retained in the fund as an ... Read more

The distinction between wholesale and retail clients is a fundamental part of the financial services regulatory system. Read more

Superannuation legislation and many superannuation trust deeds permit a member of a super fund to sign a binding death benefit nomination (BDBN) in favour of their dependants or the legal personal representative of the member's estate. Read more

Fringe benefits tax (FBT) is a tax payable by employers on certain benefits provided to employees. Read more

Couples often find themselves at a crossroads when contemplating what happens to their assets after they pass away, and deciding who would assume guardianship of their children. Read more