Estate Planning for Business Owners: A Complete Guide to Protecting Your Legacy

By |2026-02-24T17:08:01+11:0023/02/2026|Categories: Blog|Tags: , , , , , , |

As a business owner, the line between your personal life and the company you’ve poured everything into is often blurred. Your assets are intertwined,...

Setting Up a Family Trust in Australia: A Step-by-Step Guide

By |2026-02-15T13:07:20+11:0013/02/2026|Categories: Blog|Tags: , , , , , , |

Does the thought of protecting your family’s assets bring up a wave of confusing terms like 'settlor', 'appointor', and 'trustee'? You’re not alone....

What Is a Family Trust in Australia? A Plain English Guide

By |2026-02-04T17:08:07+11:0011/01/2026|Categories: Blog|Tags: , , , , , , |

As your business thrives and your assets grow, you might find yourself facing a new set of challenges: how to protect your personal assets from...

Gifting assets to a family trust

By |2025-09-30T19:06:04+10:0030/01/2024|Categories: Blog, Estate Planning, Taxation|Tags: , , , , , |

Gifting Assets to a Trust or transferring property to a trust helps protect your investments and assets. Many families like to gift assets directly to members. There is no tax on gifting. We are often asked how much can you gift to a family member ? That's an entirely personal decision based on how much you have to give . Many gifting cash to family before death is a thoughtful way to assist and distribute assets based on your decisions. Beware that a pensioner and gifting money to family may find their pension is reduced, so be careful.  Another [...] READ MORE

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