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Tuesday, September 1, 2026

Legal Professional Privilege** in adviser facilitated estate planning

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A question came up recently from a financial planning licensee about whether an adviser attending an estate planning meeting between a clien...
Tuesday, August 25, 2026

Legal privilege (on privilege)** and estate planning

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Often one of the most important aspects of advice provided by lawyers is the ability for that advice to remain private and confidential to ...
Tuesday, August 18, 2026

Family Court: ‘I’ve Got the Power’** to make orders against third parties

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The powers of the family court in relation to structures such as trusts are potentially extensive. At a simplistic level, there is the speci...
Tuesday, August 11, 2026

I’m gonna break into your heart** (and anything else you get): family law and post separation inheritances

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One ongoing area of contention (admittedly amongst many others) in family law is how post-separation inheritances are treated on a matrimoni...
Tuesday, August 4, 2026

Unit trusts and excluding trustee Liability**

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When establishing a unit trust structure, it is important to ensure the deed is properly crafted to expressly limit liability of the unitho...
Tuesday, July 28, 2026

Presumption** of disclosure of beneficial share ownership

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Recent View posts have considered a number of aspects of the ASIC requirement that the beneficial ownership of shares in a private company b...
Tuesday, July 21, 2026

(Stripped) Bare** trust share ownership

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Recent View posts have looked at the various issues in relation to notifying the ASIC of the beneficial ownership of shareholdings in a priv...
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