Blended Families Case Study
Our upcoming SAPEPAA conference, (which you can watch live online on the 6 and 7 October - click the picture above) is a case study...
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S A P E P A A Industry News
Sep 203 min read
Leading Member Discretionary Trust (LMDT) - The Royal Trust
A Leading Member Discretionary Trust (LMDT) is an important tool for a SAPEPAA Adviser. It is the Royal Trust, an advanced form of...
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Aug 313 min read
The Ultimate Challenge: Why SAPEPAA Advisers Must Attend the Koh Samui Seminar
As we enter the third year of SAPEPAA's journey, our skills bar has been raised, particularly with the comprehensive Family Wealth...
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Aug 62 min read
Why a SAPEPAA Adviser makes the difference
Family Wealth Protection involves strategies and structures designed to safeguard a family's assets and wealth from various risks and...
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Jul 253 min read
Unveiling the Guide to Family Wealth Protection
Dear SAPEPAA Advisers, I hope this message finds you well and building your Family Wealth Protection practice. With $10,000Bn to change...
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Jul 113 min read
Tips for Asset Protection Advisers in Unique Cases
Things are starting to pick up quickly in the intergenerational wealth transfer space with over $7 Trillion passing from Australian Baby...
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Jun 203 min read
Grandchildren Suing under Family Provisions Claims
When we think of family wealth protection, we often focus on ensuring that our assets are secured against external threats such as...
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Jun 134 min read
🌴 Unveil Your Family Wealth Protection Mastery in Paradise 🌴
Dear SAPEPAA Member, Imagine This: Crystal-clear waters lapping at your feet, the sun setting over a tropical paradise, a refreshing...
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Apr 115 min read
Vestey Trust case - the real story not the misinformation
On 9 April 2024 the Federal Court handed down a consumer protection decision in Australian Competition and Consumer Commission v Master...
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Apr 83 min read
The binding power of words in the complex world of inheritance and wills
by Tony Anamourlis How Estoppel shapes estate planning and understanding the unseen force of promises In the realm of estate planning,...
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Mar 223 min read
SAPEPAA Update for Advisers
SAPEPAA is alive and well and following our recent SAPEPAA Adviser accreditation at the Gold Coast we have over 15 new members joining...
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Jan 23 min read
Top Ten Estate Planning and Family Wealth Protection Resolutions for 2024
As we welcome 2024, it's an important time to prioritise your estate planning and family wealth protection. Making these resolutions now...
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Aug 29, 20232 min read
Recent Qld Family Provision Case
The case "Apps v Corbett & Anor [2023] QDC 55" revolves around a family provision claim under the Succession Act 1981 (Qld). The...
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May 8, 20232 min read
SAPEPAA - Family Wealth Protection 1-Page Marketing Plan
1. Select Your Target Market High net-worth families with assets of $1M or more Business owners, professionals, and entrepreneurs Those...
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Jan 27, 20231 min read
Auto-reversionary Pensions are the only SMSF choice for SAPEPAA
Chairman of SAPEPAA, Grant Abbott looks at why auto-reversionary pensions are the best for family wealth protection for bloodline and...
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Jan 25, 20232 min read
The How to for Testamentary Trusts
The following copy is for our SAPEPAA Members to send to their clients on the How to of Testamentary Trusts Determine your estate...
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Nov 30, 20214 min read
I was a SMSFer but now a proud SAPEPer
I love strategy. I was lucky enough to do a Master of Laws specialising in taxation with Australia’s top tax gurus and strategists...
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Nov 30, 20219 min read
Why Family Allowances can be the best Tax Saving for your SMSF Clients
Over the next ten years, it is estimated that over $200Bn will be paid out as superannuation death benefits from industry and retail as...
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Nov 30, 20213 min read
Family Wealth Protection – the Greatest Adviser Gift of All
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...
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Nov 16, 20216 min read
The MOAT and the SMSF Leading Member – a Story of Passion and Families
We have seen the devastation that can be wreaked with a family provisions claims in an estate with the case of MILLER -v- TAYLOR [2018]...
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