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SMSF Property Borrowing Changes Now Law
Read more: SMSF Property Borrowing Changes Now LawIf your Self-Managed Super Fund (SMSF) has ever borrowed to buy property or you’ve been weighing up whether to, there’s an important change you need to know about. From 10 August 2026, self‑managed superannuation funds can only enter into a Limited Recourse Borrowing Arrangement (LRBA) to acquire real property where…
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Capital Gains Tax Update
Read more: Capital Gains Tax UpdateIf you hold assets that were acquired before 1 July 2027, the Capital Gains Tax (CGT) rules are about to change in an important way — splitting your eventual gain into two distinct components with different treatment. For assets that: The legislation effectively creates two components of the eventual capital…
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Update on Changes to Family Trusts
Read more: Update on Changes to Family TrustsWe know many of you are eager for certainty following the changes made in the 2026 Australian Federal Budget. Treasury’s public consultation period has now closed, and while that might sound like a milestone, it really marks the start of the next phase: sifting through a significant volume of submissions…
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Clarity Before Complexity: Why Families Benefit from a Shareholder Agreement
Read more: Clarity Before Complexity: Why Families Benefit from a Shareholder AgreementIn a family business, harmony often feels like the norm – especially when things are going well and relationships are strong. But clarity is most powerful when it’s created before complexity arrives. A shareholder agreement is one of the quiet foundations that helps families stay connected as the business grows.…
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Protecting Your Future Self: Why an Enduring Power of Attorney Matters
Read more: Protecting Your Future Self: Why an Enduring Power of Attorney MattersIn every family business, there are moments when clarity becomes a gift. An Enduring Power of Attorney (EPOA) is one of those quiet, essential protections – something you hope you never need, but are deeply grateful for when life takes an unexpected turn. It’s not about anticipating crisis. It’s about…
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Keeping the Family Aligned: Why Governance Matters in a Family Office
Read more: Keeping the Family Aligned: Why Governance Matters in a Family OfficeWhen a family builds a family office, it’s usually because they care deeply about stewardship – about protecting what they’ve created and passing it on with clarity and intention. Values, goals, and vision are often well understood. The challenge is making sure they’re lived consistently, not just spoken about. A…
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What a Family Office Really Means
Read more: What a Family Office Really MeansThe term Family Office can sound formal or intimidating, but at its heart, it’s simply about stewardship – creating clarity around your family’s wealth, values, and long‑term intentions. Many families begin this journey long before they realise it. Parents put money aside when their children are young. They invest for…
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Stepping Into a Paid Role in the Family Office
Read more: Stepping Into a Paid Role in the Family OfficeA gentle guide for families considering an official appointment When a family begins shaping its Family Office, it’s natural to look within the family for someone to take on an official, paid role. Someone who knows the story, understands the relationships, and cares deeply about the long‑term wellbeing of the…
Family Business Insights
Expert insights and practical guidance for family businesses and family enterprises. Explore articles on succession planning, governance, legacy, and long-term wealth stewardship.