Insights

Is a Trust the Right Structure for Your Family Wealth?

When it comes to managing family wealth across generations, there’s no one-size-fits-all approach. For some, a trust can offer a thoughtful and flexible...

Proud Sponsor of the FBAA QLD Member Event – Supporting Connection, Learning & Growth

We’re proud to be a sponsor of the upcoming FBAA Queensland Member Event, taking place on Tuesday, 2 September 2025, at Extraction Artisan...

Why Estate Planning Is Essential for Everyone

Estate planning isn’t just for the wealthy or elderly – it’s something everyone should consider. Without a clear plan, you leave your loved...

The one big, beautiful bill that may not be so beautiful for Aussies

A new U.S. tax proposal, dubbed the One Big Beautiful Bill, is making waves – and not in a good way for Australian...

Trust Funds: Are They Still Worth the Effort?

For decades, trust structures have been a popular feature of the Australian financial and tax landscape. Valued for their flexibility in distributing income...

Important Tax Update: ATO Interest Charges No Longer Deductible from 1 July 2025

If you’re currently carrying ATO debt – or might in the future – there’s a key change coming that could increase the cost...

Navigating Division 296 Superannuation Tax: What You Need to Know

The proposed Division 296 superannuation tax could impact Australians with large super balances. If passed into law, this Federal Government measure would apply...

Banning Genetic Test Discrimination in Life Insurance

The Australian Government has proposed a ban on life insurers using predictive genetic test results to assess applications, aiming to prevent discrimination and...

Payday Super – Changes Employers Must Know

The introduction of ‘payday super’ marks a significant shift in how superannuation guarantee (SG) payments will be managed in Australia. Here’s an overview...
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