1. Introduction It is projected that more than $300Bn in SMSF monies will be transferred from current SMSF members by way of death benefit transfers over the next 20 years. And for someone who has been in the SMSF industry […]
I have been at the super, asset protection, tax, and estate planning advice game for a long time and have written more than two million words on strategy, legal, and technical issues. For a long time now, I have been […]
Accountants are great with numbers, so too are financial planners – it’s our safe zone. Cash flow bonus – done and dusted. Bear market ETF’s – no problem. Tax-free pension income post age 60 – that’s a given. Numbers, tax […]
The SMSF trust deed is crucial to the success and longevity of any fund, yet so few trustees and, for that matter, their accountants, advisers, and auditors take the matter seriously. For such a small outlay to upgrade a SMSF […]
Introduction We all know that when a member of a superannuation fund – retail, industry or SMSF dies, any taxable component will be taxed in the hands of non-dependants at a rate of 17%. This is a death benefits tax […]
For decades, it has been common practice to split spouses into the ‘at-risk’ spouse and the supposed ‘risk-free’ spouse. So while the at-risk spouse, being a doctor, professional, or business owner, is out there making money and building wealth, the family’s assets […]
1. Introduction Discretionary trusts are well known for their tax advantages and also, to a lesser extent, asset protection and estate planning benefits. However, the traditional set up for a discretionary trust by an accountant or even a legal firm […]
Now claiming something is the best is a big call, particularly in the SMSF industry which is currently in excess of $800B, but we stake our claim thanks to the following five reasons: 1. It’s Original The majority of deeds […]
We all have those stories when procrastination, doing something we are anxious about or are not comfortable with, rears its head and bites us on the proverbial backside. I remember so many times when I was at school not finishing […]
I. INTRODUCTION Building Family Wealth takes time, hard graft and a lot of blood, sweat and tears. But it can be torn down so easily in expensive litigation, legal challenges plus regulatory and economic threats. It is not unheard of […]
Page 1 of 3