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When it comes to estate planning, one of the most misunderstood areas is the treatment of jointly owned property. Whether it’s the family home, investment property, or a jointly held asset in a business structure, the way ownership is recorded can have a major impact on what happens after one co-owner passes away.
A family discretionary trust is one of the most effective structures for protecting assets, managing wealth, and preserving intergenerational control. But like any legal instrument, it’s not a “set and forget” arrangement. Over time, a trust that isn’t reviewed can quietly fall out of step with current tax laws, compliance requirements, and your family’s evolving needs.
As of 1 August 2025, property sales in Queensland have fundamentally changed. Under the Property Law Act 2023, sellers are now legally required to provide buyers with a seller disclosure form before a contract is signed.
Purchasing a commercial property can be a smart long-term investment—whether it’s for your own business premises, a retail asset, or part of a diversified portfolio. But unlike residential property, commercial transactions carry complex legal and financial risks that are easy to overlook without expert advice..
When most people think about estate planning, they think of a Will. It’s a vital piece of the puzzle—but for those with more complex personal, financial or family arrangements, it’s only the beginning.
When planning your estate, most people focus on who will receive their assets—not how those gifts may be taxed. But the truth is, tax can significantly affect the value of what’s ultimately passed on, particularly if you own shares, property, or a family business.