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Join date: Mar 4, 2021
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Jun 26, 2026 ∙ 5 min
"But It's in a Trust": The Asset-Protection Comfort Blanket That Caldwell & Caldwell Just Pulled Loose
The Full Court's decision in Caldwell & Caldwell [2026] FedCFamC1A 81 is a pointed reminder that a family trust is only as protective as the way its control is arranged — and that "it's not really mine" is a harder line to run than many trust owners assume. Few phrases give a business owner more comfort than "it's in a trust." It has the reassuring ring of a locked vault — assets tucked safely beyond the reach of creditors, the Commissioner, and that perennial favourite, a former spouse. The...
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Jun 18, 2026 ∙ 4 min
The Government's backdown on testamentary trusts: good news for families, with one condition to watch
After the 2026 Budget proposed taxing testamentary trusts, the Government has announced they will be exempt from the new 30% minimum trust tax — provided they are established for “genuine testamentary purposes.” Here's what the change means for your estate plan, and the catch worth understanding.
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Jun 14, 2026 ∙ 5 min
Doing Nothing Isn’t a Loan: What the High Court’s Bendel Decision Means for Your Family Trust
A plain-English guide to the High Court’s Bendel decision on unpaid present entitlements and Division 7A — what it changes, what it doesn’t, and what trust owners should do now.
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Ross Moschella
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