by Michael Perkins | Jun 9, 2024 | Financial services, Private Client Services, Working collaboratively
Sir Ninian Stephen Lecture 23 May 2024 Equity Trustees have now released the paper presented by Peter Bobbin in Sydney on 23rd May 2024, titled Super Tax Death Strategies; Tax Scheme or Clever Planning? Peter’s paper is a timely reminder as we approach the 30th June...
by Autonomy First Lawyers | Apr 21, 2024 | Trusts and Estates
Why you may need to rethink … Are you a trustee, or the director of a company that acts as a trustee, of a discretionary trust? If you are, do you actually know what you are doing?! The Problem I’m the trustee of a discretionary trust, and that means I can do whatever...
by Michael Perkins | Feb 29, 2024 | Aged care, Decision Making Ability, Elder abuse, Legal, Opinion, Vulnerability
Aged Care Bill 2023 (ACB) – Michael Perkins’ Review and Reflection Introduction The Commonwealth Government released an exposure draft of this Bill on 14 December 2023. This draft was originally open for consultation until 16 February 2024. There has been such...
by Michael Perkins | Dec 13, 2023 | Financial services, Opinion, Power of Attorney and Guardianship, Trusts and Estates, wealth management
In his article, Is My Wealth Actually Diversified?, Liam Walker of Maqro Capital Pty focuses on hard decisions in managing investment portfolios for long term results – think of that as crafting choices about how to invest your financial or investment assets. Our...
by Liam Walker | Dec 13, 2023 | Financial services, Opinion, wealth management, Working collaboratively
A guest blog by Liam Walker, Associate Advisor, Maqro Capital Pty Ltd When we have conversations with our clients regarding risk management, we are often asked “Is my portfolio diversified from as much risk as possible?” With that, one of the most common...
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