Bucket vs Banker: How the right company structure can supercharge your family wealth strategy
Two strategic tools, the ‘bucket company’ and the ‘banker company’. Both strategies offer high-net-worth families a way to cap tax exposure, preserve capital, and support long-term intergenerational planning.
Should I involve my children in the control of my family trust?
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]
Trust Distributions Summary – (Trust Distributions Guide Booklet Chapter 6)
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]
Risk Management and Common Traps – (Trust Distributions Guide Chapter 5)
Budget Update NoticeThe 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on any […]
Timing, Authority and Validity of Distributions – (Trust Distributions Guide Booklet Chapter 4)
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]
Making Effective Distributions – (Trust Distributions Guide Booklet Chapter 3)
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]
Defining and Determining Trust Law Income – (Trust Distributions Guide Booklet: Chapter 2)
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]
Understanding the Nature of Trusts – (Trust Distributions Guide Booklet Chapter 1)
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]
Can you gift trust assets in your Will? What every farmer and family business owner needs to know
Learn about Trust Succession and its crucial role in managing family wealth. Ensure your assets are properly protected and passed on.
The hidden tax trap in your estate plan: why super needs special treatment
Understand the Super Proceeds Trust and how it ensures superannuation death benefits are distributed tax-efficiently.