How to keep control of your superannuation
If you are like most Australians, more and more of your family wealth is ending up in Super. Read about the 6 key things you need to know to ensure you keep control of this important asset.
Take care to make sure your family trust update is effective
Not all Trust Update Services are equal (or in some cases, even necessary…). Before you get your trust deed updated, make sure that it’s necessary and that the changes will achieve what they need to.
Discretionary Trusts for Dummies
A “Discretionary Trust” is a commonly used structure for holding investments and carrying on small to medium sized businesses. What are the advantages of using a Discretionary Trust?
SMSF – Individual or company trustee?
We often get asked whether it is better to have a ‘company trustee’ or ‘individual trustees’ for a self-managed super fund. This question gets asked both when we are setting up a new super fund, and when we are reviewing an existing super fund.
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.
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.
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.