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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S A P E P A A Industry News
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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