Resources

Practical, plain-English guides to protect, control and preserve family wealth in Australia.

How can I make sure my money goes only to my children?

Why a Will alone often isn't enough in Victoria, who can challenge it, and the options families use.

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What happens to my SMSF if I lose capacity?

Who can take your place as trustee, how an enduring power of attorney works for your SMSF, and the traps.

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How do I protect my children's inheritance from divorce or creditors?

What puts an inheritance at risk, what's possible, and why the answer depends on your family.

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Family Wealth Stress Test

A free 10-minute check of your Will, powers of attorney, super, trusts and business.

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Who controls my family trust when I die or lose capacity?

Appointor vs trustee vs protector, in plain English.

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Who runs my company if I die or lose capacity?

How to avoid payroll and banking standstills.

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Does my super follow my Will?

Make sure benefits go where you expect.

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How do I stop the wrong person making big decisions in my trust or SMSF?

Oversight without gridlock.

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How do I protect family assets from business risk and creditors?

Loans, security and documentation that stand up.

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Who can sign for our companies, trusts and SMSF if something happens to me?

A simple way to know who can do what, and when.

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