No matter how many safeguards we put in place, at some stage we’re all likely to face that moment when we can’t locate something we need. While forgetting where you left your keys before work in the morning, or … Continued
Expect the trickle of information about the Federal Government’s new AML/CTF regime to become a flood in the coming months. What does it mean in a practical sense for you and your clients? We have seen a rise in … Continued
It’s no secret that a large number of older legal documents are defective. What might surprise you is that our latest estimate indicates anywhere up to 50% of the documents we receive from firms contain flaws. Some of them are … Continued
Establishing multiple discretionary trusts is a wealth management strategy that delivers considerable advantages in asset protection, risk mitigation, tax efficiency and succession planning. Using multiple discretionary trusts as a tool in their broader advisory service can significantly enhance … Continued