Category: Family Trusts

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wiselyAustralia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades,…

Jim Chalmers’ fifth Budget included significant tax reforms with the package billed as “the most significant tax reform package in more than a quarter of a century”.While Australian workers and…

Reform and resilience in uncertain timesTreasurer Jim Chalmers has framed the 2026 Federal Budget as “the most important and ambitious budget in decades”.“This Budget is about getting us through…

With more than 947,000 trusts operating across Australia, it’s no surprise the ATO continues to keep a close eye on how these structures are managed. Trusts remain central to many wealth and…