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S A P E P A A Industry News
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...
May 8, 20232 min read
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...
Jan 27, 20231 min read
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...
Jan 25, 20232 min read
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...
Nov 30, 20214 min read
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...
Nov 30, 20219 min read
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...
Nov 30, 20213 min read
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]...
Nov 16, 20216 min read
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