Australia: Wealth & Asset Management

Subscribe

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.

Tokenisation In Australia – Common Structures And How They Are Interpreted Under Australian Law

The Corporations Amendment (Digital Assets Framework) Act 2026 has received royal assent, establishing a new regulatory regime for tokenisation in Australia.

Australia Technology

SP

Squire Patton Boggs LLP

Government announces changes impacting private and public ancillary funds

For individuals and families using private giving funds as part of their broader wealth and succession strategy, the proposals signal a shift in policy emphasis toward increased near-term giving, while still recognising the importance of long-term philanthropic capital.

Australia Wealth Mgt

PA

Piper Alderman

Investing With A Self-Managed Super Fund (SMSF)

The idea is that ordinary Australians can supercharge their retirement by leveraging into residential property through an SMSF.

Australia Strategy

MD

McCarthy Durie Lawyers

APAC Monthly Private Wealth Legal Developments – June 2025

ASIC has provided Australian financial services and credit licensees additional targeted relief under the reportable situations regime in response to feedback from industry.

Worldwide Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

Is Your Estate Plan Crash-Proof?

Australia Family

KK

Kalus Kenny Intelex

Elder wealth transfers and the Court's watchful eye: transactions undone in La Selva v La Selva [2025] NSWSC 78

Australia Family

BP

Bartier Perry

Can a person with a cognitive impairment make a Will?

Australia Wealth Mgt

CG

Cooper Grace Ward

Deducting Advisory Fees from Superannuation Accounts – changes start 10 January 2025

Australia Wealth Mgt

SG

Sophie Grace Pty Ltd

What Happens If The Original Will Cannot Be Found?

Australia Wealth Mgt

HP

Hall Payne Lawyers

Case Note: Crown v Holt [2024] WASC 332

Australia Wealth Mgt

HL

HHG Legal Group

What is mental capacity as it applies to the preparation of wills, enduring powers of attorney and other legal documents?

Australia Wealth Mgt

CO

Carroll & O'Dea

Can an SMSF buy real property from a related party?

Australia Wealth Mgt

CG

Cooper Grace Ward

Racing Clubs Face the Superannuation Stakes

Australia Wealth Mgt

PP

Pointon Partners

Asset Protection and Getting Your Affairs in Order: A Holistic Approach

Australia Wealth Mgt

P

PCL Lawyers

Inside IR Podcast Series - Episode 31 Collective Bargaining Under Pressure: Wages, Inflation, And The Fight For Fair But Sustainable Wages

Australia Employment

KL

Herbert Smith Freehills Kramer LLP

Refinancings And High Energy Costs Set To Drive Australian Restructurings In The Year Ahead (Podcast)

Australia Insolvency

AO

A&O Shearman

Who, What, Where, With William Head (Video)

Australia Law Performance

CG

Cooper Grace Ward

ADR In Personal Injury Claims: A Comparison Between The Approach In England And Wales And Queensland, Australia (Podcast)

Australia Litigation

GC

Gatehouse Chambers

What Changed For The Subclass 485 Visa In 2026?

Australia Immigration

RM

Roam Migration Law

Can an attorney make or renew a superannuation binding death benefit nomination?

Whether an attorney can make or renew a superannuation binding death benefit nomination.

Australia Wealth Mgt

CG

Cooper Grace Ward

Managing Digital Assets as part of succession planning

Special Counsel, Lucy Ferreira discusses the importance of managing digital assets.

Australia Wealth Mgt

HL

HHG Legal Group

"Mum was heavily drugged when she changed her will and disinherited me." Which case won?

Declaration that the January 2020 change of will document was of no legal effect.

Australia Wealth Mgt

S

Stacks Law Firm

Succession Act (SA) 2023 – Changes in SA – Part 1

Succession Act (SA) 2023 has been proclaimed and will come into operation on 1 January 2025.

Australia Wealth Mgt

PA

Piper Alderman

What to do when someone dies

Australia Wealth Mgt

BP

Bartier Perry

ASIC To Focus On Net Zero Statements And Targets

Australia Strategy

KG

K&L Gates LLP

Wholesale Client Eligibility – Sophisticated Investor and Individual Wealth Tests

Australia Wealth Mgt

HN

Holley Nethercote

Pulling her punches? The Quality of Advice Review and wholesale clients

Australia Finance

HN

Holley Nethercote

Childcare Investments in Australia brave the COVID-19 global pandemic

Australia Wealth Mgt

RC

Rostron Carlyle Rojas

Financial security is only as good as your income diversity

Australia Strategy

MD

McCarthy Durie Lawyers

Supporting entrepreneurial spirit

Australia Commercial

MP

Madderns Patent & Trade Mark Attorneys

Spotlight On Ipervescence: Introductory Interview

Australia Wealth Mgt

DC

Davies Collison Cave

Asset protection in a global pandemic

MR

McCullough Robertson

Foreign Investment And Australia's Infrastructure Sector

Australia Government

JW

Johnson Winter & Slattery

Supporting entrepreneurial spirit

This Entrepreneurs' Programme will assist businesses become more competitive to take advantage of growth opportunities.

Australia Commercial

MP

Madderns Patent & Trade Mark Attorneys

Spotlight On Ipervescence: Introductory Interview

Meet ipervescence – Qantm's IP business advisory firm. It helps businesses deal with IP as a business tool, aligned to strategic objectives and across organisational structures.

Australia Wealth Mgt

DC

Davies Collison Cave

Asset protection in a global pandemic

‘Asset protection' is a term for a broad range of planning activities to reduce the risk exposure for business owners.

MR

McCullough Robertson

Foreign Investment And Australia's Infrastructure Sector

articipants in Australia's infrastructure sector are, as a general rule, already familiar with the Foreign Investment Review Board (FIRB) and Australia's foreign investment regime.

Australia Government

JW

Johnson Winter & Slattery

Global asset management quarterly

Australia Finance

NR

Norton Rose Fulbright Australia

A rise in family business disputes as generational succession gets messy

With 80 percent of family business owners exiting in the next decade, Australia faces $3.5 trillion transfer of wealth.

Australia Family

BP

Bartier Perry

New guardianship and administration legislation in Victoria

Article discusses the new laws, the reason for those new laws, their impact and what you should do.

Australia Wealth Mgt

CB

Colin Biggers & Paisley

Asset protection

Protecting your assets from legal liabilities and claims makes a lot of sense and involves forward thinking and planning.

Australia Wealth Mgt

PP

Pointon Partners

Vertical Integration: The Tough Climb Ahead For Banks

The practice of 'vertical integration' has faced the full wrath of the Australian Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry (Royal Commission).

Australia Finance

CC

Clyde & Co

Enduring power of attorney - beware financial abusers

Australia Wealth Mgt

HL

HHG Legal Group

Investing in the Australian mining industry

Australia Energy

CC

Corrs Chambers Westgarth

Establishing a trust – unintended consequences when it goes wrong!

Australia Commercial

CG

Cooper Grace Ward

Downsizer superannuation contributions – what you need to know about the new contribution cap

CG

Cooper Grace Ward

The bankrupt, the trustee and the superannuation fund – which case won?

Australia Insolvency

S

Stacks Law Firm

Pre-nuptial agreements: If you like it…put a prenup on it, or should you?

Australia Family

HL

HHG Legal Group

LimeLight Issue No. 80

Australia Finance

GC

Gilchrist Connell

Dangers of changing your home ownership structure in your senior years

Australia Family

S

Stacks Law Firm

Part II: Certified Wholesale - SMSFs and Accountants Certificates

Australia Wealth Mgt

HN

Holley Nethercote

Part I: Certified Wholesale - SMSFs and Accountants Certificates

Australia Wealth Mgt

HN

Holley Nethercote

Regulatory reform agenda: What does it mean for the banks?

Australia Finance

CC

Corrs Chambers Westgarth

Must try harder: ASIC's half term report card

Australia Finance

CC

Corrs Chambers Westgarth

Islamic financing to be bolstered significantly in Australia by proposed tax changes

Australia Finance

CB

Colin Biggers & Paisley

Superannuation slammed and carved up in budget – the reform cycle continues

Australia Employment

CC

Corrs Chambers Westgarth

Data analytics: Trying to hide from the Tax Man? Think again!

K

KordaMentha

See more

Latest Videos

See more

Can a person with a cognitive impairment make a Will?

CG

Cooper Grace Ward

Can an SMSF buy real property from a related party?

CG

Cooper Grace Ward

Can an attorney make or renew a superannuation binding death benefit nomination?

CG

Cooper Grace Ward

Mondaq uses cookies on this website. By using our website you agree to our use of cookies as set out in our Privacy Policy.

Learn More