Australia: Wealth & Asset Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.
Article
LRBAs Are Not Dead: What Are Some Options To Use LRBAs Moving Forward?
Recent legislative changes have restricted how self-managed superannuation funds can use limited recourse borrowing arrangements, particularly for residential property acquisitions. Business owners and primary producers may still leverage these arrangements to acquire commercial premises and farming land through their SMSFs. Understanding the new definition of business real property and available investment options is crucial for SMSF trustees navigating these regulatory changes.
Australia Wealth Mgt
BP
Bennett & Philp Lawyers
Podcast
Podcast: SMSFs With CGW – Ban On SMSFs Using Borrowing To Acquire Residential Real Estate From August 2026
Cooper Grace Ward's latest podcast episode examines the new restrictions on SMSF borrowing for real estate purchases, clarifying widespread misconceptions about what constitutes a 'residential real estate ban.' Partners Scott Hay-Bartlem and Clinton Jackson, alongside senior associate Keeghan Silcock, break down the business real property test requirements and explain the critical transitional rules taking effect from August 2026.
Australia Wealth Mgt
CG
Cooper Grace Ward
Article
Your Inheritance, Their Claim: How Family Law Handles Bequests And Gifts
One of the most emotionally charged questions in any property settlement is the treatment of inherited wealth. For a party who has received a significant bequest from a parent, or who expects to do so, the instinct is clear: this money came from my family and has nothing to do with the marriage. The law's answer is more nuanced and understanding it early can make a substantial difference to the outcome.
Australia Family
BP
Bartier Perry
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