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Showing 11 - 20 of 20 results for "Discretionary trusts"

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
... office, allowing advisers to make cashflow projects and customise inputs and outputs for clients with family or discretionary trusts, as well as those who are establishing one.

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... advisers to make cashflow projections as well as add customised inputs and outputs for clients with family or discretionary trusts or those who are considering establishing one. intelliflo office users will have the ability to add beneficiaries, investments ...

Shuttering dividend cash loophole to hit SMSFs

KARREN VERGARA  |  TUESDAY, 13 MAR 2018
... The policy, which is part of Labor's tax reforms targeting negative gearing and capital gains, and closing discretionary trusts loopholes, would apply from 1 July 2019 if Labor wins the election.

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
... family businesses legitimately use these structures to spread income among different members, she said, adding discretionary trusts receive a bad rap as being tax avoidance vehicles. Many clients use them to protect assets within the family more than ...

Investors short on tax-effective structures: Centuria Life

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
... relates to family trusts," Rogan said. "With tax hikes and limits on super contributions already in place, if discretionary trusts fall under the Opposition's hammer, investors will have very few tax-effective savings options left." Additionally, Rogan ...

Discretionary trusts crackdown short-sighted

KARREN VERGARA  |  FRIDAY, 4 AUG 2017
The Labor government's proposed crackdown on discretionary trusts is "short-sighted" and "anti-family" given the broader tax system isn't operating on a level playing field, an industry expert says. In response to Opposition Leader Bill Shorten proposing ...

Labor cracks down on discretionary trusts

KARREN VERGARA  |  MONDAY, 31 JUL 2017
... minimises tax bills. The Labor leader is pledging to impose a minimum 30% tax rate on the distributions of discretionary trusts to beneficiaries over 18-years-old, which he said is currently being used as an aggressive tax minimisation vehicle. Wealthy ...

The challenges of modern estate planning

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... which makes its way to court and isn't later settled out of court. "You see a lot of clients with SMSFs and discretionary trusts who aren't aware of just how many ways a claim could be made against their assets once they pass," Tsovolos said. He noted ...

Topdocs extends ABN and TFN automation

MARK SMITH  |  MONDAY, 20 JUN 2016
... first. With over 200,000 companies registered in Australia each year, as well as huge volumes of unit and discretionary trusts, Topdocs director Michael Spakman, says this automation will save the accounting, legal and financial planning professions ...

Education charities get philanthropy boost

MELANIE TIMBRELL  |  WEDNESDAY, 11 JUL 2012
... triple this year as part of their 2012 NFP funding round. In total $12.5 million in funding was allocated from discretionary trusts to charitable not-for-profit organisations. The education sector received the biggest increase in distributions to $1.7 ...
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