05/10/2026
Hi everyone, Tai here from TaxAssist Accountants in Dee Why.
After 20+ years working with wealthy Australian families, investors and business owners, I've noticed that the families who do best financially aren't always the highest earners. They use the right structures, plan ahead, and make sure what they've built actually reaches the next generation.
So starting today, I'm publishing free weekly insights into how wealthy Australian families build, protect and pass on their wealth. With these insights, you can use the same strategies as the wealthy do. A new one goes up every Monday morning:
Why the wealthy don't own anything in their own name — Mon 5 Oct
Protecting your children's inheritance from their divorce — Mon 12 Oct
Your super doesn't automatically follow your Will — Mon 19 Oct
Who controls your family trust when you're gone? — Mon 26 Oct
Testamentary trusts: the estate planning tool most Aussies haven't heard of — Mon 2 Nov
Inheriting property? The CGT rules your family needs to know — Mon 9 Nov
What happens to your business if you die tomorrow? — Mon 16 Nov
Passing the business to the kids without a family feud — Mon 23 Nov
Shirtsleeves to shirtsleeves: why family wealth disappears in three generations — Mon 30 Nov
The estate planning checklist wealthy families review every year — Mon 7 Dec
No sales pitch, just plain-English explanations of how trusts, super, Wills and family structures actually work in Australia.
For today, I’d post this announcement first, then share the first Insight separately.
