Legal Insights

Preserving Intergenerational Wealth Reconsidered: Key Implications of the Full Court’s Decision in Caldwell and Caldwell
Family Business, Family Law, Separation and Divorce, Trusts, Succession Planning Alasdair Woodford Family Business, Family Law, Separation and Divorce, Trusts, Succession Planning Alasdair Woodford

Preserving Intergenerational Wealth Reconsidered: Key Implications of the Full Court’s Decision in Caldwell and Caldwell

Preserving intergenerational wealth is a key consideration when establishing trusts. However, the most recent decision in Caldwell and Caldwell [2026] FedCFamC1A 81 questions the strength of asset-protecting structures in family law proceedings. 

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Gift and Loan Arrangements – There is more you should know
Tax, Trusts, Property & Financial, Property Tax Alasdair Woodford Tax, Trusts, Property & Financial, Property Tax Alasdair Woodford

Gift and Loan Arrangements – There is more you should know

When considering asset protection, gift, loan and mortgage arrangements are a key strategy, particularly in the context of protecting assets against creditor or insolvency claims as well as parents providing financial assistance to adult children. The effectiveness of the strategy relies upon ensuring that that agreement is correctly documented and implemented.  

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