Oceania: Wealth 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.
Video
It Depends – Buying And Selling Property Through Your SMSF (Video)
Self-managed superannuation funds face strict prohibitions on acquiring assets from members or related parties, but business real property presents a notable exception. Senior associate Keeghan Silcock examines the complex requirements for transferring commercial property into an SMSF, including market valuation, contribution limits, borrowing restrictions, and state-specific duty concessions.
Australia Wealth Mgt
CG
Cooper Grace Ward
Article
Asset Management Disputes In Construction: Wear And Tear – Or A Systemic Defect Hiding In Plain Sight?
Asset management disputes in construction often emerge years after handover when repeated failures reveal underlying design or construction problems rather than simple maintenance issues. This article examines how to distinguish between ordinary wear and tear and systemic defects, exploring the legal frameworks, timing pressures, and strategic approaches that determine whether recurring problems represent routine deterioration or inherited liability.
Australia Wealth Mgt
HR
Holding Redlich
Video
It Depends – Am I Affected By The Ban On SMSFs Borrowing To Buy Residential Real Estate? (Video)
The Australian government's 2026 federal Budget introduced significant changes to self-managed superannuation fund (SMSF) borrowing rules, restricting property purchases to 'business real property' only. Understanding the strict conditions, cutoff dates, and exemptions for existing arrangements is crucial for SMSF trustees considering property investments. This analysis explores what the new borrowing ban means for residential real estate purchases and how it affects current SMSF property holders.
Australia Wealth Mgt
CG
Cooper Grace Ward
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Family Office

Wealth & Asset Management

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
Video
It Depends – Buying And Selling Property Through Your SMSF (Video)
Self-managed superannuation funds face strict prohibitions on acquiring assets from members or related parties, but business real property presents a notable exception. Senior associate Keeghan Silcock examines the complex requirements for transferring commercial property into an SMSF, including market valuation, contribution limits, borrowing restrictions, and state-specific duty concessions.
Australia Wealth Mgt
CG
Cooper Grace Ward
Article
Asset Management Disputes In Construction: Wear And Tear – Or A Systemic Defect Hiding In Plain Sight?
Asset management disputes in construction often emerge years after handover when repeated failures reveal underlying design or construction problems rather than simple maintenance issues. This article examines how to distinguish between ordinary wear and tear and systemic defects, exploring the legal frameworks, timing pressures, and strategic approaches that determine whether recurring problems represent routine deterioration or inherited liability.
Australia Wealth Mgt
HR
Holding Redlich
See more

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