Practical resources on asset protection, succession, and family wealth

Your Family Trust May Not Protect Your Assets

5 Assets Your Will May Not Control

Your Spouse Owns the Family Home. But Is It Really Protected From Creditors?

Many business owners believe placing the family home in their spouse's name protects it from creditors. But legal ownership and beneficial ownership are not always the same. Weston v McAuley explains why genuine ownership arrangements, supporting evidence and forward planning matter when protecting family wealth.

Personal Guarantees: The Asset Protection Risk That Can Follow You After Selling Your Business

Selling your business doesn't necessarily end your personal liability. The Australian Family Court decision in Foley and Foley highlights how an unreleased personal guarantee can become relevant to family wealth and property ownership. Peter Sa explores what business owners should consider when reviewing personal guarantees, business structures and asset protection arrangements.

A will only deals with what is left when you die

That sounds obvious. But in blended families, it is often the part people miss. You may have children from a first marriage. Your spouse may have children from another relationship.

A Trust Should Not Operate Like a Personal Bank Account

The problem is often not the trust itself - it is how the trust is controlled and used. Three things to review before pressure appears.

Does a Family Trust Protect Your Assets?

A family trust can be a valuable asset-protection tool - but it is not a guaranteed shield. What matters is control, benefit and how it has operated in practice.

When Your Will and Superannuation Say Different Things

Superannuation does not automatically form part of your estate, so your will and your super can produce different outcomes. What to review so they work together.