Protecting Family Wealth - E-Book

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The Guide to Protecting Family Wealth

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Building Family Wealth takes time. But how easily can it be torn down in expensive litigation, legal challenges and regulatory and economic threat?. It is not unheard of for a $1M deceased person’s estate to be challenged and when that happens, expect upward of $200,000 in legal fees and years of litigation.

The bigger the estate, the larger the fees. And anyone with a business or profession, from a doctor advising patients to a property developer with their latest project to a hairdresser who may have spread Covid to clients, may be exposed to lengthy and costly lawsuits.

This does not have to happen!

Information in this document is based on current regulatory requirements and laws, as at 1 June 2022, which may be subject to change.  

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The Guide to Testamentary Trusts

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The ATO Guide to Super Contributions

There are limits on how much you can pay into your super fund each financial year without having to pay extra tax. These limits are called ‘contribution caps’.


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Protecting Family Wealth

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Market Volatility

Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments.


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