Tuesday, September 24, 2019

The firm of ‘now’ – 5 things about the way you do the things you do**

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Following on from recent posts, to give some insight to what we believe a ‘firm of the future now' looks like, 5 examples from our...
Tuesday, September 17, 2019

The time is now** for the firm of ‘now’ – 5 things not to do

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Following on from recent posts, to give some insight to what we believe a ‘firm of the future now' looks like, 5 examples from our bu...
Tuesday, September 10, 2019

What’s Your Story?** … Tax Sharing & Funding Agreements

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Though originally designed to primarily assist 'the big end of town', the tax consolidations regime is available to any Austral...
Tuesday, September 3, 2019

2+2 made 5** … adding testamentary trusts by Court Order – a family law perspective

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With thanks to the Television Education Network, today’s post considers the above mentioned topic in a ‘ vidcast ’. As usual, an ed...
Tuesday, August 27, 2019

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 cl...
Tuesday, August 20, 2019

Financial Advisers to become qualified witnesses - Young Guns (do not necessarily) go for it **

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 Very positive to see the announcement that financial advisers will be granted the status to witness a Commonwealth statutory declar...

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 t...