Key Discussion Points
December 2024

Lending to Family Members: Loan or Gift?
Many individuals want to assist their family members financially, whether it’s helping with a house deposit, covering unexpected expenses, or funding a new business venture.


Corporate Actions & Updates
As part of keeping you up to date on the communications that we are discussing with clients, please click below for the most recent notes.
BWP Trust Limited (BWP), Buy Altor Social Infrastructure Fund (ASIF)
Recent Monthly Market Update
Click below to read our recent market update for October, released on 22 November.


Why Most SMSFs Opt for a Corporate Trustee
When establishing an SMSF, members must decide whether to select a corporate or individual trustee for the Fund.
Importance of R&D Tax Incentives for Businesses
Did you know you can benefit from R&D tax incentives as an Australian business owner?

A unique and personal service approach to support all your business advisory and personal wealth management needs.
