Vestey Trust case - the real story not the misinformation
On 9 April 2024 the Federal Court handed down a consumer protection decision in Australian Competition and Consumer Commission v Master...
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S A P E P A A Industry News
- Apr 8
- 3 min
The binding power of words in the complex world of inheritance and wills
by Tony Anamourlis How Estoppel shapes estate planning and understanding the unseen force of promises In the realm of estate planning,...
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- Mar 22
- 3 min
SAPEPAA Update for Advisers
SAPEPAA is alive and well and following our recent SAPEPAA Adviser accreditation at the Gold Coast we have over 15 new members joining...
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- Jan 2
- 3 min
Top Ten Estate Planning and Family Wealth Protection Resolutions for 2024
As we welcome 2024, it's an important time to prioritise your estate planning and family wealth protection. Making these resolutions now...
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- Aug 29, 2023
- 2 min
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...
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- May 8, 2023
- 2 min
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...
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- Jan 27, 2023
- 1 min
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...
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- Jan 25, 2023
- 2 min
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...
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- Nov 30, 2021
- 4 min
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...
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- Nov 30, 2021
- 9 min
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...
1320
- Nov 30, 2021
- 3 min
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...
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- Nov 16, 2021
- 6 min
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]...
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