S A P E P A A Industry News

Recent Qld Family Provision Case

The case "Apps v Corbett & Anor [2023] QDC 55" revolves around a family provision claim under the Succession Act 1981 (Qld). The...

SAPEPAA - Family Wealth Protection 1-Page Marketing Plan

1. Select Your Target Market High net-worth families with assets of $1M or more Business owners, professionals, and entrepreneurs Those...

Auto-reversionary Pensions are the only SMSF choice for SAPEPAA

Chairman of SAPEPAA, Grant Abbott looks at why auto-reversionary pensions are the best for family wealth protection for bloodline and...

The How to for Testamentary Trusts

The following copy is for our SAPEPAA Members to send to their clients on the How to of Testamentary Trusts Determine your estate...

I was a SMSFer but now a proud SAPEPer

I love strategy. I was lucky enough to do a Master of Laws specialising in taxation with Australia’s top tax gurus and strategists...

Why Family Allowances can be the best Tax Saving for your SMSF Clients

Over the next ten years, it is estimated that over $200Bn will be paid out as superannuation death benefits from industry and retail as...

Family Wealth Protection – the Greatest Adviser Gift of All

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...

The MOAT and the SMSF Leading Member – a Story of Passion and Families

We have seen the devastation that can be wreaked with a family provisions claims in an estate with the case of MILLER -v- TAYLOR [2018]...

Contact