How should I hold my life insurance?
Holding your life insurance policy through your super fund is not always as “tax-effective” as you may think.
What is a director entitled to when a company is wound-up?
The Corporations Act puts some limitations on the priority of directors’ entitlements on a winding up…
Education Testamentary Trusts
An Education Testamentary Trust can be set up through your Will to fund all or part of the cost of primary, secondary and/or tertiary education for your children or grandchildren (or other dependents or relatives). An Education Testmanetary Trust may also be a very tax-effective way to achieve this outcome.
Superannuation planning: minimise tax, protect wealth, secure your family’s future
Superannuation is now an important part of all wealth-building and retirement strategies. We discuss the key issues that you should consider when setting up your superannuation strategy to make sure you and your family get the full benefit that superannuation can offer.
How to make sure the wealth in your family trust ends up where you intend
How do I ensure that the assets in our “family trust” end up being shared among my children in a fair and appropriate manner? How do I pass control of my trust to the next generation, or control over specific assets? What are the tax consequences of passing on trust assets now, or when I die? Find out here.
New South Wales Stamp Duty Concessions on Transfer of Property from a Member to a Self-Managed Superannuation Fund
In certain circumstances you can now transfer NSW real property to your super fund with only nominal stamp duty.
10 Easy Steps to Avoid Litigation
By following a couple of simple rules, your business can better protect itself against being sued, and be better prepared to win a just resolution (in or out of court) in the event of a commercial stoush.
Trust Deed Review & Update Service
You can no longer put off giving your Trust Deed a proper tune-up. There are at least four key reasons why you simply must have your Trust Deed reviewed and updated – and brought up to a modern standard.