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
We are pleased to provide you with our price list for the 2023/24 financial year. The majority of fees remain unchanged although some fees have had to be revisited. Those fees will particularly apply to:- The stamping of trust deeds. … Continued
Despite the looming prospects of increasing inflation rates and CPI, we want to ensure that your interests (and those of your clients) come first. Although we were giving some thought to increasing our fees to cover our growing costs of … Continued
A little publicised opportunity exists for people who wish to acquire residential property, with a value of $1 million or less in the Local Government Area of the City of Melbourne. The opportunity relates to the halving or complete waiving … Continued