Accountants are great with numbers, so too are financial planners - it’s our safe zone. Cash flow bonus – done and dusted. Bear market...

I have been at the super, asset protection, tax, and estate planning advice game for a long time and have written more than two million...

1. Introduction It is projected that more than $300Bn in SMSF monies will be transferred from current SMSF members by way of death...

In this session, participants will learn why the LightYear Docs Leading Member SMSF and discretionary trust are much different from a...

The Commissioner has stated on several occasions that the super laws that establish binding death benefit nominations (BDBN) - do not...

Tim Munro, my fellow Director at the Succession, Asset Protection and Estate Planning Advisers Association (“SAPEPAA”) is riled up about...

As a SMSF pioneer I get asked this question all the time and with the ATO new trust rulings it is a great time to lock this strategy in...

Over the past two months at Abbott & Mourly Lawyers we have had numerous accountants seeking our advice on what to do with requests by...

In this session Grant Abbott and Michael Jeffriess will look at how to build trusts, SMSFs and estate planning where there are different...

Black Friday & Cyber Monday Special Offers - save up to 50% on legal fees. Join Grant Abbott and Ben Gill where they will take you...

Join Ben Gill, Grant Abbott and Michael Jeffriess to start your 2023 with a BANG! Get their top tools and strategies for 2023, the road...

Join us with Ben Gill and Rodney Peters of Eventum Optimum as we take you through how to secure your clients' positions, their assets,...

It is not and has never been the case that in all circumstances that all members of a SMSF must be trustees or directors of the corporate...

The advice business we are in is no different to walking on a tightrope and for anyone who has tried that, you know how much not-fun that...

I make it a habit of reading at least two cases a day – one usually dealing with a family provisions claim in a Supreme Court and the...

Can a child make a deductible contribution and reduce trust income? This is a great tax planning question and as with any technical...

Changing Appointors, Trustees, Beneficiaries and the Name of a Discretionary Trust + NO Resettlement The Problem Over time a client's...

Life throws things at you and you either sink or swim. I call them life examinations. You are either in it, remain focused and move...

It’s coming up to 30 June and we are all so busy working crazy hours on client issues but relief is around the corner. It’s Accountants...

For a long, long time I have been going on about the great opportunities available if a family used their family super fund and financial...