Proposed family trust tax changes
Families and small businesses should be reviewing their trust structures over the coming year in light of the possibility of major tax changes in 2028.
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Protecting wealth across generations
Daniel Ellis explains how a successful transfer of wealth requires sound investment management, a clear succession strategy and agreement about how future decisions will be made.
How to Prepare the Next Generation for Financial Success
Creating wealth is one thing. Ensuring it benefits future generations is another. Discover why preparing your children and grandchildren for financial responsibility may be just as important as the assets you leave behind.
Family Business Harmony: Clear Rules, Stronger Results
Family businesses are built on trust and shared purpose, but without clear roles and structure tensions can rise. The right frameworks keep both relationships and the business on track.
Is your family trust still fit for purpose?
The key signs your trust may need updating, from outdated deeds to rising income, expanding assets or shifting family priorities.
Why governance matters in avoiding family trust disputes
Family trust disputes often arise from unclear roles and succession. Having transparent governance frameworks can help protect relationships and prevent litigation.
Queensland Trust Changes from August 2025
From 1 August 2025, Queensland’s new Property Law Act extends trust vesting periods to 125 years. Learn what trustees and families should do now to prepare and protect assets.
Who will take over your business when you step back?
Who will take over your farm or business? Whether you’re preparing your business for sale, transferring ownership to a family member or simply exploring your options, professional advice can make all the difference when succession planning.