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.
FY27 Superannuation Changes and Opportunities
With new contribution caps, Payday Super and other important changes now in effect, it’s a good time to review your super strategy. Contact Intuitive Super to ensure you’re making the most of the changes and opportunities available.
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.
Insurance data shows advised clients achieve better outcomes
People who have professional advice see better life insurance claim outcomes, with higher approval rates, larger payouts and faster results, especially for complex TPD claims.
Can you retire into property owned by your SMSF?
Considering purchasing property through your SMSF, or planning retirement around an existing SMSF property? Now is the time to review if your structure remains appropriate, compliant and tax effective.
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.
Superannuation is no longer ‘set and forget’
If your super or SMSF has not been reviewed through the lens of Division 296, liquidity risk and estate planning, now is the time to speak with Intuitive Super.