Read the latest news and stories about our clients, projects and partnerships from Australia’s leading trustee company.

Oct 2024

• A helping hand during times of tragedy
• Family Home: No death taxes, but avoid the CGT trap

Oct 2023

• Empowering women through financial independence
• Planning for pet care when an owner passes away

May 2023

• What the rise of ‘grey divorce’ means
• How to spot a financial scam
• Ten smart estate planning strategies for blended families

October 2022

• How a 20-year relationship helped one family cope with death and lockdown
• Managing money on the spectrum
• The fight against financial elder abuse

March 2022

• How Lachlan's dream helped him conquer
       anxiety
• The benefits of steady guidance during
       retirement
• Daniel Raumer: How a quiet man made a
        big difference

September 2021

• The Spending Spree
• If your beneficiaries live overseas, then
       think about the tax implications
• The fight over the family heirloom
• Helping the Crocodile Dundee of
       Suburbia

March 2021

• Happy partnership left a legacy of giving
• The runaway who left a $4m legacy for SA
      kids
• Equity Trustees takes Rainbow Dreaming
      to heart

September 2020

• COVID -19 and the challenges of a 'validly'
      executed will
• Me and UooUoo celebrating with Rainbow
     Dreaming
• A family legacy of care joins the fight
     against COVID-19

December 2019

• Unwilling contest
• When siblings go to war
• Beware the 'Granny Flat' option