Introduction In Western Australia, many families rely on valuable, discretionary (or “family”) trusts as key wealth management and estate planning vehicles. However, the control of such valuable trusts at a succession event such as the death of the key controlling person behind the trust (typically exercised by the deceased in their role as the… Continue reading Why Family Trust Succession Should Be Documented Outside the Will in Western Australia
Category: News
Debt Forgiveness and Unpaid Present Entitlements (UPEs) in Family Trust Estate Planning
Learn how debt forgiveness and unpaid present entitlements (UPEs) from family trusts affect Wills, estate planning, executors, and beneficiaries.
Employment Law seminars to business owners of the Strata Community Association
Our Tom Meagher recently present to the Strata Community Association (WA) on a range of practical, current commercial & employment law issues that may impact Strata manager business-owners📖. We covered the following varying topics: ✔️Employees vs Contractors – What are the Key Differences and Why they Matter. ✔️Employee | Contractor: Tests and Guiding Principles. ✔️Sham… Continue reading Employment Law seminars to business owners of the Strata Community Association
Business News interview on proposed changes to employment non-competes and restraints of trade
Tom Meagher’s recent interview, published in Business News in relation to the Federal Government’s proposed changes to non-compete clauses/restraints of trade in Employment Agreements. The Albanese government’s pledge to end non-compete clauses for low- and middle-income workers will place Australia in line with similar moves internationally. Treasurer Jim Chalmers revealed the news in the 2025… Continue reading Business News interview on proposed changes to employment non-competes and restraints of trade
Estate Planning considerations: ‘Portions and Ademption’
Rather than recycle trite topics like: “What is a Will”, “Why Testamentary Trusts are awesome”, “How do I protect my assets from my disliked son/daughter-in-law” etc etc, this article covers the lesser-known yet still important areas of ‘portions and ademption’ ⚖️ i.e. lifetime gifting (which is different again to the ‘presumption of advancement’ and actual,… Continue reading Estate Planning considerations: ‘Portions and Ademption’
‘Data in Digital Transformation’ event
Legal Insights on Data in Digital Transformation Recently our director Tom Meagher presented another topical seminar on the legal complexities and commercial considerations of ‘Data in Business’ for Digital Transformation Perth (in collaboration with the Australian Transformation & Turnaround Association (AusTTA))- together with the other guest speakers: Jackie O’Dowd, WA State President of the AusTTA… Continue reading ‘Data in Digital Transformation’ event
Balfour Meagher Gets Published in Global Law Book
Todd Hutchison Published in Global Legal Management Book Balfour Meagher’s team member Todd Hutchison has been featured in the Globe Business and Law publication “Next Stage Legal Project Management”. This UK publication is helping future-proof matter management through the efficiency of legal project management, as taught by our law firm. His chapter “Effective Leadership for… Continue reading Balfour Meagher Gets Published in Global Law Book
International Conference on Legal Excellence: Future of Law
Todd Hutchison Leads Global Masterclass on Legal Project Management Balfour Meagher educator Todd Hutchison finished the MarcusEvans international online conference “Legal Excellence: Future of Law” leading a full day masterclass on Legal Project Management. He spoke on the more effective methods to plan and executive legal matters, team performance and legal pricing models with lawyers… Continue reading International Conference on Legal Excellence: Future of Law
Unconscious Bias: A Reality for Judges, Forensic Investigators and Lawyers
Understanding Unconscious Bias in the Legal and Investigative Professions By Todd Hutchison, Marais Dekker and Oliver Schoeman. Being ‘bias’ refers to having a tendency, inclination or prejudice either in favour for or against something, someone, some group or some organisation. Areas of bias can lead to unlawful discrimination based on alignment to race, gender or… Continue reading Unconscious Bias: A Reality for Judges, Forensic Investigators and Lawyers
Tom joins Mitch Moroney’s podcast to discuss “what falls under the umbrella of commercial law?”
Commercial Law with Tom Meagher on the Moroney Podcast Podcast (<- click here) Mitch Moroney of Moroney & Associates, Business Accountants welcomes Tom Meagher in this episode, Tom is a commercial lawyer based in Perth with over 30 years of experience. As Executive Director of Balfour Meagher, Tom assists small businesses with optimizing opportunities, avoiding… Continue reading Tom joins Mitch Moroney’s podcast to discuss “what falls under the umbrella of commercial law?”