At our recent Investment Committee meeting, we reviewed the current global investment environment, including economic conditions, market valuations, inflation risks, interest rates, geopolitical developments and portfolio positioning. While investment markets…
The Federal Government has announced a proposed 30% minimum tax on discretionary trust income as part of the 2026 to 2027 Federal Budget reforms. The proposed start date is 1…
The Federal Government’s proposed crackdown on discretionary family trusts could create a far more severe tax outcome than many business owners, investors and family groups first expected. Initial post-budget analysis…
The federal government is expected to consider changes to the way capital gains are taxed in Australia, with one option being a return to the pre 1999 method of adjusting…
Division 293 tax remains one of the most relevant and often misunderstood aspects of the superannuation system for high income earners. While the headline rule is simple, the practical application,…
Market & Portfolio Update – Positioning Through a Stagflationary Shift Cadre Capital held its monthly Investment Committee meeting last week, where the central conclusion was clear: the global economy is…
This week we explore a question that is becoming increasingly common for families who have spent years building wealth through trusts and structured entities. When assets are held in a…
While markets remain focused on near-term drivers such as geopolitics, inflation, and interest rates, there is a structural shift occurring beneath the surface that has the potential to reshape entire…
Family trust vesting is becoming one of the more important structural issues for Australian families, particularly as more wealth is held inside trusts and larger amounts are expected to pass…
With it becoming easier for Australians to change super funds, more people are considering whether a self-managed super fund may offer greater flexibility and control. While an SMSF can be…