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Free articles from Grant on protecting family wealth. Every post is open to read in full, no sign-up needed. General information, not personal advice.
Wealth Taxes Are Coming to Australia — How to Protect Your SMSF and Family Wealth
Unrealised gains taxes are a form of wealth tax. What a wealth tax is, why high-net-worth families could be at risk, and the proactive steps to take before legislation hits.
Read the post →From SMSF to Bloodline Wealth Protection: A Grandfather's Final Wish for His Grandson (Part Three)
Five strategic options for John and Liam compared: testamentary trust, Family Protection Trust, SMSF Will to a Death Benefits Trust, an SMSF Will pension, and a reversionary pension.
Read the post →From SMSF to Bloodline Wealth Protection: A Grandfather's Final Wish for His Grandson (Part Two)
Grant's top five strategies for John and Liam, and the key question: is a grandchild a financial dependant under the SIS Act and the ITAA? The Malek and Faull cases explained.
Read the post →From SMSF to Bloodline Wealth Protection: A Grandfather's Final Wish for His Grandson (Part One)
John, 82, wants every dollar of his $1 million SMSF to go to his grandson Liam, not his two adult children. Part one of a three-part case study.
Read the post →Family Wealth Protection – The AHA Moment That Will Change Your Life
Wealth is not just about making it; it's about keeping it. Grant's top five strategies for protecting your family's wealth for your bloodline.
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