S A P E P A A  Industry News

Background James, aged 63, resides in Queensland and has complex family issues. He has $3M in assets, mainly consisting of a home and an...

Background James Smith, aged 60, has $2M in his self-managed superannuation fund (SMSF) and has decided to retire following the...

Proactive planning is your best defence for the current and next generations of your family against threats of: Bankruptcy Creditors ATO,...

2025 is going to be a pivotal year for SAPEPAA advisers and the broader community. From its beginnings three years ago we have grown...

Our upcoming SAPEPAA conference, (which you can watch live online on the 6 and 7 October - click the picture above) is a case study...

A Leading Member Discretionary Trust (LMDT)  is an important tool for a SAPEPAA Adviser. It is the Royal Trust, an advanced form of...

As we enter the third year of SAPEPAA's journey, our skills bar has been raised, particularly with the comprehensive Family Wealth...

Family Wealth Protection involves strategies and structures designed to safeguard a family's assets and wealth from various risks and...

Dear SAPEPAA Advisers, I hope this message finds you well and building your Family Wealth Protection practice. With $10,000Bn to change...

Things are starting to pick up quickly in the intergenerational wealth transfer space with over $7 Trillion passing from Australian Baby...

When we think of family wealth protection, we often focus on ensuring that our assets are secured against external threats such as...

Dear SAPEPAA Member, Imagine This: Crystal-clear waters lapping at your feet, the sun setting over a tropical paradise, a refreshing...

On 9 April 2024 the Federal Court handed down a consumer protection decision in Australian Competition and Consumer Commission v Master...

by Tony Anamourlis How Estoppel shapes estate planning and understanding the unseen force of promises In the realm of estate planning,...

SAPEPAA is alive and well and following our recent SAPEPAA Adviser accreditation at the Gold Coast we have over 15 new members joining...

As we welcome 2024, it's an important time to prioritise your estate planning and family wealth protection. Making these resolutions now...

The case "Apps v Corbett & Anor [2023] QDC 55" revolves around a family provision claim under the Succession Act 1981 (Qld). The...

1. Select Your Target Market High net-worth families with assets of $1M or more Business owners, professionals, and entrepreneurs Those...

Chairman of SAPEPAA, Grant Abbott looks at why auto-reversionary pensions are the best for family wealth protection for bloodline and...

The following copy is for our SAPEPAA Members to send to their clients on the How to of Testamentary Trusts Determine your estate...

I love strategy. I was lucky enough to do a Master of Laws specialising in taxation with Australia’s top tax gurus and strategists...

Over the next ten years, it is estimated that over $200Bn will be paid out as superannuation death benefits from industry and retail as...

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...