WE. Insights
Estate Planning
What changed, who it affects and what deserves a decision rather than a reaction. Written by our advisers for Australian families, business owners and retirees.
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The “death tax” that wasn’t: Government exempts testamentary trusts from the new 30% minimum tax
On 18 June the Government said testamentary trusts set up for genuine estate purposes will be exempt from the proposed 30% minimum…
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Aged Care and Estate Planning: The Conversations the 2026 Budget Made More Urgent
By Andre Dirckze, Principal Adviser, Wealth Effect GroupArticle 7, the final article in our detailed Federal Budget 2026–27 series. For the overview…
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Effective Estate Planning Strategies for Australians
Planning for the future might not be the most thrilling topic, but trust me, getting your estate transition planning right is one…
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Wills and Testamentary Trusts
Introduction Having a solid Will in place is crucial if you want your estate assets to be distributed according to your wishes.…
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Intestacy – Why You Need a Will
Introduction Planning for what happens after you pass away is something many people tend to avoid. Yet, it’s essential. Without a clear Will…
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Why You Should Make Loans to Your Children, Not Gift Them Money
Many parents want to help their children with significant expenses like house deposits, education, or other needs. However, gifting money can have…
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Getting intergenerational wealth transfer right.
In a nation grappling with the challenges of an increasingly ageing population, the discussions surrounding wills, estates, and asset transfers have surged…
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A Simple Guide to Special Disability Trusts
For parents or relatives of individuals with disabilities, figuring out who will take care of them after they’re gone can be tough.…
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Will you pay tax on your Total and Permanent Disability (TPD) claim?
Will you pay tax on your Total and Permanent Disability (TPD) claim? Answer: The TPD claim itself is not taxable, however, the…
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The Guide to Safeguarding Family Wealth: Part Two
I. INTRODUCTIONThe creation of Family Wealth demands a significant investment of time, hard work, and emotional dedication. However, the susceptibility of this…
General advice warning. These articles are general information only and do not take into account your objectives, financial situation or needs. Each reflects the law at its publication date. Seek personal advice before acting. Wealth Effect Group (CAR 424768) and Andre Dirckze (AR 395157) are Authorised Representatives of Boston Reed Pty Ltd, ABN 89 091 004 885, AFSL 225738.