GRANT ABBOTTFamily Wealth Protection & SMSF Strategist

Family Wealth Fortress · Grant Abbott

How protected is your family wealth?

Take Grant Abbott’s free Fortress assessment and get your personal protection report in minutes.

Grant Abbott, Family Wealth Protection and SMSF strategistGrant AbbottFamily Wealth Protection and SMSF strategist
Freeno payment details
Minutesto your report

Start your assessment

Watch Grant

Short videos on protecting family wealth.

General education on SMSF and family wealth protection. Not personal advice.

Latest on YouTube

YouTube

What Every Australian Entrepreneur Needs to Know #australiannews #taxplanning

YouTube

SMSF Will vs BDBN after Hill v Zuda — Is your SMSF binding nomination worthless if the deed is wrong

YouTube

$27 Billion Left Industry Funds for SMSFs with $1.1 Trillion Now Sitting in SMSFs #australia

Follow Grant

YouTube · @GrantAbbott

Grant Abbott on YouTube

Family Wealth Protection and SMSF videos.

Watch on YouTube → TikTok · @thegrantabbott

Grant Abbott on TikTok

Short clips on SMSF and family wealth.

Watch on TikTok → Instagram · @smsfbureau

SMSF Bureau on Instagram

SMSF and family wealth updates.

Follow on Instagram →

Membership

The Castle (free) and The Moat ($49 a month)

Free

The Castle

A monthly 1-hour updates webinar for members: first Wednesday, 5:00 pm Sydney time (first one Wednesday 4 November 2026). General information, not personal advice.

Plus Strategies Lite, Grant’s free articles.

$49 a month

The Moat

Everything in The Castle, plus a monthly 90-minute group Q&A webinar with Grant for all Moat members. Ask live questions or send them in advance.

This is a group session, not an individual or one-on-one consultation. General information only, not personal advice.

Compare The Castle and The Moat

Monthly webinar

Join Grant’s monthly webinar.

A live session on protecting family wealth, with time for questions. The joining details are emailed to you after you register.

Next webinar: Wednesday 4 November 2026, 5:00 pm Sydney time. Then 5:00 pm on the first Wednesday of every month.

Register for the next webinar

Paid membership

The Moat · $49 a month

The Moat is Grant’s paid membership at $49 a month. It includes everything in The Castle (free), plus a monthly 90-minute group Q&A webinar with Grant for all Moat members, where you can ask live questions or submit questions in advance. Members also get the monthly Strategies Paper (with member comments), the full Strategies library, and early drafts of Grant’s new books to review and comment on.

It is a group session, not an individual or one-on-one consultation. General information only, not personal advice.

See what you get Book an appointment with Grant

Join The Moat waitlist

Grant Abbott, Family Wealth Protection and SMSF strategist

Who is behind it

Grant Abbott

Family Wealth Protection and SMSF strategist, Chair of SAPEPAA and author of Family Wealth Protection in Australia.

About Grant

The problem

Most families have built a fence. Fences get climbed.

A basic Will, assets held jointly, a trust set up only for tax. It looks like protection until the day it’s tested. Anything you own in your own name, or that lands in your estate, is within reach.

I

Family provision claims

Spouses, children, stepchildren and others can challenge a Will. In NSW, notional estate rules can even reach assets that passed outside it.

II

Divorce & family law

Gifts and inheritances handed straight to children can end up in the marital pot when a relationship ends.

III

Creditors & litigation

Business debts, director penalty notices and personal guarantees can reach straight through to the family home.

IV

Destructive estate planning

Template Wills, super paid into the estate, joint ownership treated as safety. Well meant, and exactly what the predators look for.

The best estate plan is the one with nothing left to challenge. No estate to fight over.
Peter Abbott, Grant’s father · Family Wealth Protection in Australia

The Family Wealth Protection approach

Castles, not fences.

Grant’s method moves what matters to the far side of the moat while you’re alive, so control stays with the bloodline and there’s little left in the estate for anyone to fight over.

The main castle

The Family Protection Trust

Grant’s bloodline structure for the crown jewels: the family home or its equity, shares, managed funds and personal wealth.

  • Bloodline-only beneficiaries
  • A Family Protection Appointor, with successors lined up
  • Built to shield against creditors, divorce and outsider claims
The moat

Out of your own name, out of the estate

Assets held personally are exposed. The work is restructuring ownership so the estate holds little worth contesting.

  • Waterfall Will funnelling assets into protective trusts
  • Testamentary trusts that keep inheritances out of a beneficiary’s own name
  • Lend, don’t give: documented loans instead of gifts to children
Super & SMSF

Death benefits that stay outside the estate

Super is often the largest asset a family has, and one of the easiest to send to the wrong place.

  • Auto-reversionary pensions that revert under the fund’s own deed
  • SMSF death benefit trusts and SMSF Wills
  • Not casually paying death benefits into the estate
Bloodline

Succession for generations

Modelled on royal succession: backups for the backups, thinking two or three generations ahead.

  • Clear appointor and trustee succession
  • Enduring powers of attorney before they’re needed
  • Guardianship for vulnerable beneficiaries

From the book

Dad’s Family Wealth Protection steps

The seven-step action list that closes Family Wealth Protection in Australia. Strategies without action are worthless.

  1. Create or update your Will, with a testamentary trust
  2. Set up a Family Protection Trust
  3. Review your SMSF
  4. Ensure succession planning
  5. Secure insurance
  6. Establish an enduring power of attorney
  7. Stay informed and adapt

Start here

Test your fortress. Then choose a time with Grant.

The Family Wealth Fortress assessment takes a few minutes. Your report comes first, and Grant’s calendar opens once you have it.

Start the Fortress assessment →

Are you an accountant or adviser?Grant also works with the profession on SMSF and family wealth protection for your clients.

Adviser sessions