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16 May 2026
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Recently, the NSW Court of Appeal reversed an earlier ruling and declared a live-in carer was in fact a defacto partner. Significant financial consequences for the family could have been avoided with preventative action.
The ways to avoid family disputes in a business is to have good communication, adequate preparation and helpful dispute resolution. Equality without governance and consensus can leave a business exposed.
Do what you want with your estate but there can be challenges in a court. Older people are vulnerable and they can tell people what they want to hear, but carers can also be successful over family beneficiaries.
The happiest legal clients are those who dodged a bullet by either divorcing someone they did not like or surviving a near-death experience. The coronavirus is a chance to rethink a life well-lived.
Two court cases have laid the blame for poor SMSF documentation and investments at the feet of auditors. It's not a 'tick and flick' exercise and there are lessons for SMSF trustees and professionals.
The final act in the Colleen McCullough drama was a messy court case pitting her former husband against a Foundation, and featured unreliable witnesses the court did not trust.
Inflation doesn’t just raise today’s bills - it quietly increases the amount needed to retire, while simultaneously making it harder to save. Three steps to take before June 30th to improve retirement outcomes.
AI fears have shifted from bubble talk to disruption anxiety, driving investors toward asset-heavy, 'AI-resistant' businesses while punishing many software and service firms. This environment may be ripe for stock pickers.
Private markets can offer diversification and return potential, but their opacity, scale and wide dispersion of outcomes make manager selection and due diligence critical for non‑institutional investors.
Global REITs have fallen out of favour, trading at deep discounts after years of underperformance, despite resilient earnings and improving fundamentals.
True financial success isn’t about how much you make, but whether you can sustain it — survival is the only win that matters.
Why Australia's biggest energy bet may already be redundant while a less celebrated government program is exceeding expectations.
Assets that deliver emotional satisfaction tend to offer lower financial returns, as investors accept an “emotional yield” in place of performance which shapes how investors approach ESG and unpopular assets.