Trust distributions – the game has changed

On 23 February 2022 the Commissioner released three draft administrative pronouncements and one Taxpayer Alert which could significantly impact on trust distributions and how they are taxed.   The contents of these pronouncements are both voluminous and complex and are still being digested, but essentially relate to the Commissioner’s views on the operation of two integrity […]

Estate & succession planning

Proactive and informed estate and succession planning is essential to ensure your wishes, assets and legacy are managed according to your wishes. Whether you’re a family business owner, producer, manufacturer or professional, our experts will work with you and your other advisors to ensure your estate and financial affairs are structured, secure and tax effective. […]

Estate Planning & Power of Attorney webinar series

Join our our three-part Estate Planning & Power of Attorney webinar series. Each session will focus on topics that are of particular importance when putting a strategy in place to deal with your assets and investments when you pass away. You are welcome to share this page with anyone who might be interested in attending. […]