(03) 9020 2905SUMMARY: Do you want to make it tax-free for the next generation? A recontribution strategy requires some forward planning. We all know and love super as this great income stream … Read More Making death less taxing for your kids
Tag Archives: Estate planning
Joint SMSFs: No such thing as “ours”
SUMMARY: One SMSF – many accounts. Why your SMSF has “yours” and “mine”, but no “ours”. It’s time to bust a myth about SMSFs. Perhaps it’s more misunderstanding or misconception … Read More Joint SMSFs: No such thing as “ours”
A tax take on pension fund investing
PORTFOLIO POINT: If you no longer had to pay tax, would it change the way you invested? Taxation distorts decision making when it comes to investments. Taxation distorts a lot … Read More A tax take on pension fund investing
Prepare to die. It will save your loved ones $100,000
Always look on the bright side of death / Just before you draw your terminal breath The “Don’t Worry, Be Happy”, whistle-your-blues-away, approach to your impending demise might be a … Read More Prepare to die. It will save your loved ones $100,000
A super change to avoid death and taxes
PORTFOLIO POINT: A death-tax removed! A major tax win for super pensions was a pleasant surprise in the recent mini-budget. How often would a government tell the Tax Office to … Read More A super change to avoid death and taxes
It’s hard work building up assets, so what are some good ways to protect yours from relationship breakdowns or business failures?
How pointless would a new business/relationship be if those starting the baby up weren’t wearing rose-coloured glasses? Doomed. As much chance of survival as the first slab of beer on … Read More It’s hard work building up assets, so what are some good ways to protect yours from relationship breakdowns or business failures?
As blended families become more common, how do you structure wills and super to be fair to everyone?
Ah, the Brady Bunch. Would you want that conniving little so-and-so Marcia to get an equal portion? She was a piece of work, that Marcia. Never liked her. Usually up … Read More As blended families become more common, how do you structure wills and super to be fair to everyone?
A good DIY deed
PORTFOLIO POINT: Four things you need to check to make sure more of your super keeps on breathing after you stop. The prime driver for people getting into self-managed super … Read More A good DIY deed
A dozen do’s and dont’s for SMSFs
PORTFOLIO POINT: The temperature is rising in SMSF-land. Time to apply some protection. Here’s 12 do’s and don’ts to get you prepared for 2012. It’s looking like another daunting year … Read More A dozen do’s and dont’s for SMSFs
Two pensions better
PORTFOLIO POINT: Why take two pensions instead of one? Because the estate planning ramifications are potentially worth tens of thousands of dollars. Here’s why. It can often make sense to … Read More Two pensions better