Booklet: Special Disability Trusts (SDT) (Chapter 1 – What is an SDT?)

Booklet: Special Disability Trusts

Below is Chapter 1 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility criteria of an intended beneficiary? Chapter 5 […]

Why do you need to properly document in-house arrangements?

Why do you need to properly document in-house arrangements?

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 […]

Owning commercial property in a SMSF

Owning commercial property in a SMSF

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 […]

Asset Protection | Lending to your business without losing your house

Asset Protection | Lending to your business without losing your house

It is quite common for a business owner to provide a personal loan to their business to fund working capital demands, capital purchases and expansion plans. This may be because you have some spare cash, you have exhausted your business funding lines, or just because it seems an easier option than dealing with the paperwork […]

Should trust succession be part of my Will?

Should trust succession be part of my Will?

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 […]