23 06, 2020

Does your Trust Deed get the best tax outcome?

2020-06-24T16:32:40+09:30

The specific terms of your trust deed can mean you will either save or lose money in income taxes.  It is important your deed is up to date and gives the trustee all the powers it needs to optimise the trust’s tax position.

Does your Trust Deed get the best tax outcome?2020-06-24T16:32:40+09:30
20 04, 2020

What is the best way to hold an investment property?

2020-04-29T13:02:16+09:30

This is a big question. The answer is going to depend on a range of factors, but there are some general rules you can apply.

What is the best way to hold an investment property?2020-04-29T13:02:16+09:30
14 04, 2020

The legal issues you must consider before getting married…

2020-04-29T12:51:24+09:30

Deciding to get married is a big emotional decision. But it's also a massive legal and financial decision. Asset ownership, asset protection, super, life insurance, decision making, estate planning and family financial support, all need to be carefully considered to provide a solid legal foundation for a successful life together.

The legal issues you must consider before getting married…2020-04-29T12:51:24+09:30
30 03, 2020

How to control a family trust when you die – our free downloadable Guide

2020-04-29T09:24:13+09:30

Download our comprehensive guide to controlling your family trust.

How to control a family trust when you die – our free downloadable Guide2020-04-29T09:24:13+09:30
29 03, 2020

Getting your estate planning up-to-date. Part 1: Ownership of Assets

2020-04-29T09:25:06+09:30

One of the reasons you accumulate assets and savings is to ensure your loved ones are adequately looked after when you die. Your accountant is likely to have put in place strategies to save you tax and protect your assets. But without proper planning, this can mean that your assets don't end up in the hands of the people you intend. FInd out more.

Getting your estate planning up-to-date. Part 1: Ownership of Assets2020-04-29T09:25:06+09:30
8 02, 2020

Should you own your farmland in Super?

2020-02-08T22:05:29+09:30

A common frustration experienced by primary producers is that they cannot use their super savings in their business. Not being able to access your retirement savings until you are 60 (generally) and retired, can feel like you are diverting capital away from where it is needed. One way around this issue is to own farmland in your Self-Managed Super Fund (SMSF).

Should you own your farmland in Super?2020-02-08T22:05:29+09:30
13 12, 2019

Why you need a succession plan for your SMSF

2019-12-13T14:04:10+09:30

The trustee of your SMSF is all-powerful. The trustee decides how much money you can put in the fund, who else can join, how your money is invested, how much gets paid out to you and when, and finally who gets what’s left over when you die. So how do you ensure the trustee of your fund continues to do the right thing when you can no longer be involved? There are a number of strategies you need to have in place

Why you need a succession plan for your SMSF2019-12-13T14:04:10+09:30
27 11, 2019

Avoid Surcharge Land Tax in NSW – Exclude Foreign Beneficiaries from Your Discretionary Trust

2019-12-05T08:16:30+09:30

If you hold residential land in NSW in a discretionary trust, chances are you will be subject to surcharge land tax due to changes that take effect at midnight on 31 December 2019. We can help you avoid the surcharge.

Avoid Surcharge Land Tax in NSW – Exclude Foreign Beneficiaries from Your Discretionary Trust2019-12-05T08:16:30+09:30
27 11, 2019

Surcharge Land Tax and Discretionary Trusts in NSW

2019-12-05T18:07:33+09:30

Does your discretionary trust hold residential land in NSW? If so, 31 December 2019 is an important date for you. The State Revenue Legislation Further Amendment Bill 2019 was introduced to the NSW Parliament on 22 October 2019. Once law, the effect of the new legislation is to deem a discretionary trust a foreign [...]

Surcharge Land Tax and Discretionary Trusts in NSW2019-12-05T18:07:33+09:30
22 11, 2019

Our answers to your top 5 questions about Private Ancillary Funds

2019-11-22T07:45:18+09:30

Do you want to be more strategic in your charitable giving, make a real impact on the community and create a lasting legacy as part of your family’s story? Private Ancillary Funds (PAFs) can be a great option to achieve these goals. To help you decided whether PAF is right for you, we’ve pulled together our answers to 5 questions we are frequently asked by those considering establishing a PAF.

Our answers to your top 5 questions about Private Ancillary Funds2019-11-22T07:45:18+09:30
13 12, 2018

How to operate a bank account

2019-09-17T08:11:13+09:30

You would think this is obvious. Some of us can still remember our first school savings account with the State Bank, pink piggybank and all… But when you start involving companies, trusts and partnerships, things can get a little more complicated.

How to operate a bank account2019-09-17T08:11:13+09:30