Discretionary trusts, often referred to as family trusts, have been a popular structure for Australian families and businesses for many...
Discretionary trusts and the proposed 30% minimum tax
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Financial Planning
Ensure your estate planning reflects your wishes
Many people are surprised to learn that some of their largest assets may not be covered by their will. With recent changes affecting...
Why Transition to Retirement deserves a second look
For many people approaching retirement, the transition from full-time work to retirement is no longer a sudden stop. Instead, it’s often a...
Ways to protect your small business
Running a business has never been easy. And in today’s increasingly volatile environment, it’s more important than ever to ensure your business...
New vs established property: a key shift for investors
Recent Federal Budget announcements have introduced changes that significantly tilt the investment landscape in favour of newly built...
Life moves fast. Is your insurance up to speed?
Life rarely stands still. A new home, a growing family, a career change or the transition to retirement can all have a significant impact on...
High Court Brings Greater Clarity on Trust Distributions
The High Court has recently handed down an important decision that will impact many private business groups using discretionary trusts and...
What lies ahead for property investors?
Property investors are facing a whole new world this financial year following the tax reforms announced in the May Federal Budget, the ATO...
Perspective, not policy, drives long-term investment success
In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT),...
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