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Tax and happiness: key risks of intergenerational wealth transfers Insight

Tax, happiness, risk, intergenerational, wealth, transfer, family, transparency, will, superannuation, property

David Montani
| 6 min read | 19 Mar 2025
Financial elder abuse or executor misconduct: funds tracing is the answer Insight

With the recent rise in awareness of financial abuse of elderly individuals and the misconduct of executors of deceased estates, it is imperative to validate any suspected wrongdoing in order to pursue legal proceedings.

Thomas Caldow
Kelly Rigby
| 5 min read | 05 Mar 2025
Forensic accounting and deceased estates Insight

Deceased estates are often a complex situation to navigate, especially when the death of the individual was unexpected, leaving behind issues which can lead to spouses, siblings, extended family, friends and business partners entering into a dispute over the assets to be distributed.

Thomas Caldow
Darryn Hockley
| 9 min read | 03 Jun 2022