22 11, 2017

Are you about to pay off your SMSF ‘limited recourse borrowing’ loan?

2019-02-01T07:44:24+00:00

If you are about to pay off your limited recourse borrowing loan (or have recently done so), you are probably wondering what to do next. You might want to simplify your super fund investments and wind up the custodian trust. Or you might be planning your next property purchase. In this article, we answer [...]

Are you about to pay off your SMSF ‘limited recourse borrowing’ loan?2019-02-01T07:44:24+00:00
9 06, 2017

What do I need to know about setting up a Public (or Private) Ancillary Fund?

2017-06-09T16:36:03+00:00

An 'Ancillary Fund' is a special type of trust that can be used to collect and distribute donations for charitable purposes. The Fund can be set up through a trust deed while you are alive, or through your Will. Importantly, the Fund does not undertake charitable work itself, but can be used as a collection point to pool donations and then distribute them to charities and causes, as decided by the trustees.

What do I need to know about setting up a Public (or Private) Ancillary Fund?2017-06-09T16:36:03+00:00
8 05, 2017

What’s the best structure for my startup?

2017-12-05T09:09:48+00:00

When asked what structure to use, we like to apply several key principles and ‘rules of thumb’ to get the right answer.

What’s the best structure for my startup?2017-12-05T09:09:48+00:00
29 04, 2017

ESS – How do you work out the ‘discount’ when you grant an interest under an ESS?

2019-01-24T18:01:52+00:00

How do you calculate the extent of any 'discount' when an interest under an employee share scheme is granted to an employee?

ESS – How do you work out the ‘discount’ when you grant an interest under an ESS?2019-01-24T18:01:52+00:00
29 04, 2017

ESS – Qualifying for ‘deferral’ of the taxable discount

2018-09-17T19:12:33+00:00

How do you qualify to defer any tax otherwise payable on shares and options acquired under an employee share scheme? When does the deferral come to an end?

ESS – Qualifying for ‘deferral’ of the taxable discount2018-09-17T19:12:33+00:00
8 02, 2017

I’m setting up a not-for-profit organisation. What’s the best structure to use?

2017-02-27T11:52:02+00:00

We are commonly asked what's the best structure to use when setting up a new charity or other 'not-for-profit' (NFP) organisation. While incorporated associations and public companies limited by guarantee are often suitable, they are not the only options, and there is no easy 'one size fits all' answer.

I’m setting up a not-for-profit organisation. What’s the best structure to use?2017-02-27T11:52:02+00:00
10 11, 2016

I’m a ‘start-up’. How should I set up my new business?

2017-12-05T09:38:30+00:00

So you've just come up with a great business concept, given it a test-drive among your family and friends, and now want to go to the next stage. What do you do? You need to put together the 'playing field' for your venture. In other words, you need a 'business structure'.

I’m a ‘start-up’. How should I set up my new business?2017-12-05T09:38:30+00:00
11 08, 2016

How do companies work?

2017-11-17T17:10:57+00:00

When we hear the word 'company', we all think we know what the person is talking about. We deal with companies every day. Most of us work for a company, and we certainly buy things from them. But companies are actually a strange thing. Let's start with a bit of a history lesson.

How do companies work?2017-11-17T17:10:57+00:00
16 02, 2016

What is a ‘bucket company’ and when do you need one?

2017-11-18T08:33:50+00:00

The concept of a 'bucket company' is used to describe a company into which distributions from a discretionary trust are made to cap the tax rate on the trust's income to the flat company rate of 30%.

What is a ‘bucket company’ and when do you need one?2017-11-18T08:33:50+00:00
16 01, 2016

Can the trustee of your discretionary ‘family’ trust make a distribution to itself?

2019-04-02T11:59:16+00:00

The short answer is that it depends on whether the trustee first falls within the class of potential beneficiaries, and then whether the trustee is specifically excluded from benefiting.

Can the trustee of your discretionary ‘family’ trust make a distribution to itself?2019-04-02T11:59:16+00:00
12 11, 2015

I was in an extremely vulnerable position financially, and at risk of a forced liquidation by the ATO.

2016-03-31T08:06:15+00:00

The outcome that they achieved for me was outstanding, and represented real value for the cost of their services.

I was in an extremely vulnerable position financially, and at risk of a forced liquidation by the ATO.2016-03-31T08:06:15+00:00
3 07, 2015

Interesting presenter with a wealth of knowledge

2015-09-02T15:34:59+00:00

Andrew’s presentation on property investing and joint ventures was fantastic – 2 hours jam-packed with practical information and tales from his years of experience.

Interesting presenter with a wealth of knowledge2015-09-02T15:34:59+00:00