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Business owners face unique estate planning challenges, including ensuring business continuity, protecting assets, and minimising potential conflicts among heirs. A well-crafted estate plan tailored to the specific needs of business…

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Effectively managing intellectual property (IP) and business assets is crucial for sustaining a company's competitive edge and ensuring long-term success. Whereas business assets encompass all resources owned by a company…

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Estate planning is the process of making crucial decisions about the management and distribution of your assets after your passing. This involves legal, financial, and personal considerations. To ensure your…

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Estate planning is essential for safeguarding your legacy. However, it’s not a one-time event. Regular reviews and updates ensure your plan remains relevant, protecting your assets and honoring your wishes. …

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The "Moat & Castle" strategy is a comprehensive estate planning approach that uses legal and financial tools to protect and preserve wealth. This strategy, inspired by the concept of a…

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In estate planning, a Protector is an appointed individual or entity tasked with overseeing and safeguarding a Trust or Estate. Their primary role is to ensure that the trustees manage…

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Company restructuring involves reorganising a business to improve its efficiency, financial health, or ability to adapt to changing market conditions. This can include streamlining operations, addressing financial issues, or planning…

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A Leading Member Discretionary Trust (LMDT) is a unique and tailored estate planning tool designed for families who wish to maintain control and leadership over their wealth across generations. It…

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A Superannuation Fund, or Super for short, is an Australian retirement savings plan. Employers contribute a percentage of their employees' wages to the fund. Individuals can also add to their…

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A Self-Managed Super Fund (SMSF) is a private superannuation fund managed by the members themselves, who also serve as trustees. Members of SMSFs have more influence over their retirement funds…