S A P E P A A  Industry News

“If you’re not attending the conference this year, you might as well give up your membership.” — Grant Abbott Why did Grant make such a...

We are releasing Tax Guru (beta testing)- a legal AI advice tool focused on legislation, ATO rulings and cases that takes the hard work...

In October 2025, SAPEPAA returns to where it all began — the stunning Sheraton Golf & Beach Resort in Fiji —for what promises to be our...

Every organisation has a turning point — a moment when it begins to stretch beyond what it was, into what it’s meant to become. At...

Dont forget to book for the Fiji SAPEPAA conference on 17 October 2025- back to where it all started. A case study and interview...

If this accruals tax comes in expect: Money to move from SMSFs to Family Protection Trusts SMSFs to take off among younger generations to...

Background James, aged 63, resides in Queensland and has complex family issues. He has $3M in assets, mainly consisting of a home and an...

Background James Smith, aged 60, has $2M in his self-managed superannuation fund (SMSF) and has decided to retire following the...

Proactive planning is your best defence for the current and next generations of your family against threats of: Bankruptcy Creditors ATO,...

2025 is going to be a pivotal year for SAPEPAA advisers and the broader community. From its beginnings three years ago we have grown...

Our upcoming SAPEPAA conference, (which you can watch live online on the 6 and 7 October - click the picture above) is a case study...

A Leading Member Discretionary Trust (LMDT)  is an important tool for a SAPEPAA Adviser. It is the Royal Trust, an advanced form of...

As we enter the third year of SAPEPAA's journey, our skills bar has been raised, particularly with the comprehensive Family Wealth...

Family Wealth Protection involves strategies and structures designed to safeguard a family's assets and wealth from various risks and...

Dear SAPEPAA Advisers, I hope this message finds you well and building your Family Wealth Protection practice. With $10,000Bn to change...

Things are starting to pick up quickly in the intergenerational wealth transfer space with over $7 Trillion passing from Australian Baby...

When we think of family wealth protection, we often focus on ensuring that our assets are secured against external threats such as...

Dear SAPEPAA Member, Imagine This: Crystal-clear waters lapping at your feet, the sun setting over a tropical paradise, a refreshing...

On 9 April 2024 the Federal Court handed down a consumer protection decision in Australian Competition and Consumer Commission v Master...

by Tony Anamourlis How Estoppel shapes estate planning and understanding the unseen force of promises In the realm of estate planning,...

SAPEPAA is alive and well and following our recent SAPEPAA Adviser accreditation at the Gold Coast we have over 15 new members joining...

As we welcome 2024, it's an important time to prioritise your estate planning and family wealth protection. Making these resolutions now...

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