TPAR without the tax yawn
If you pay contractors, the ATO may want a Taxable Payments Annual Report. Who needs to lodge, what to report, and the 28 August deadline.
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Practical resources on asset protection, succession, and family wealth
A free guide, a short video, and plain-English articles for business owners, families, and asset holders who want to understand risk, structures, and control.
Free guide
The Guide to Protecting Family Wealth
Download the guide if you are interested in asset protection and succession planning, but not ready to book a Discovery Meeting yet.
Featured video
Five Asset Protection Risks People Often Miss
Guides & brochures
Free downloadable guides
Plain-English brochures on common tax, super, and business issues. General information only - not legal, tax, or financial advice.
Super Changes Without the Snooze
What's changing in superannuation, when, and why it matters - the $3m+ balance alert, payday super, the LISTO boost, and compensation pathways.
Download PDFEmployee or Contractor?
A simple guide for business owners. Getting worker arrangements right helps avoid unpaid tax, super, penalties, and messy disputes.
Download PDF Latest articles
Latest articles
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.
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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.
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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.
Read articleStart With a Clear Strategy Conversation
Book a Discovery Meeting to understand whether an asset protection and succession strategy is appropriate for your circumstances.