- September 11th, 2019
Loathe as we are to be involved in anything “royal”, this is very important for many of our clients and their families. We are privileged to be involved in the most personal of their issues and we acknowledge that we…
- August 2nd, 2019
We were pleased to present with Bernie Bolger, Mediator and Counsellor, to members of the Private Wealth Network on 1 August 2019.
- April 11th, 2019
We attach an article which featured on www.cuffelinks.com.au this month. It points out some risks for professional advisers. Cuffelinks article
- March 18th, 2019
We attended a Sydney Supporters briefing on 12 March 2019 and heard about the great work the Fund does in Ireland.
- February 4th, 2019
Please read this article on proposed changes to US Estate Tax if you have connections with the USA. US Estate taxes up to 40% apply on certain estates. This affects US assets (including US listed shares), US citizens who live…
- December 13th, 2018
Our own Donal Griffin was not available to assist clients on Tuesday 11 December 2018 (thanks to Maddie Smith for holding the fort) because he was busy winning the Dan Simpson Cup hosted by Club19 at NSW Golf Club!
- September 20th, 2018
We have been asked again to speak at DeathFest on “Your Will: What do you Really Want to Say?”. Last year, we had a great discussion with like-minded people so we are looking forward to it this weekend. More details…
- September 17th, 2018
With the announcement of a Royal Commission into the Aged Care sector, we were pleased tocontribute to this article by Caroline Baum. Read more > http://www.theguardian.com/lifeandstyle/2018/sep/12/inheritance-impatience-our-family-has-been-wrecked-by-this-experience
- August 18th, 2018
The Court has handed down its judgment in the Estate of Colleen McCullough, the late author of The Thorn Birds. It makes for interesting reading. Article on Thorn Birds
- August 18th, 2018
We were in court on Friday 17 August 2018 when the High Court was asked to consider ruling on what had been the country’s largest award from a deceased estate, $25 million. Article on Challenging a Will