From the State that generously now offers intergenerational stamp duty exemption for family farms being transferred into trusts ( since March 2022), providing significant...
News & Blog
Unlocking the Power of Testamentary Trusts: A guide to securing your Legacy
‘Ever thought about how to keep your family safe and your wealth secure after you’re gone? That’s where testamentary trusts can come into Protective Estate Planning. They’re like...
Senior Accountant (CA/CPA) Opportunity at Gowing Advisory Chartered Accountants
Take the next step in your career by relocating to the scenic Hunter Valley region. Join our dynamic team at Gowing Advisory, where you can thrive in a flexible, professional...
Five Key Benefits of a strong Family Wealth Protection Plan to optimise your Legacy for your bloodline of generations to come
As a Board-Certified SAPEPAA Adviser, and as EPI-centre’s Chief Strategist, I want to share with you highlights of the five key benefits of having a strong and secure Family...
The Ten BIG Benefits of a Self Managed Superfund
We are going to look at the ten benefits of a SMSF, remember our goal is to make things simple - but with thousands of pages of laws it is my recommendation that you find a great...
Protecting your family wealth – How and Why
Protecting your family wealth for your happy retirement and your chosen beneficiaries. Join us in person at our next event where SAPEPAA accredited and Board-Certified John...
The Hidden Perils of Blended Families in Estate Planning: An Australian Perspective
The concept of “family” has evolved significantly over the decades. Today, blended families - those formed by partners with children from previous relationships - have become...