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Showing 11 - 20 of 27 results for "Family trusts"

Super needs a clear objective: Cooper

HARRISON WORLEY  |  THURSDAY, 21 FEB 2019
... the wealth management board, including changes to negative gearing and capital gains tax discounts, and reforms to family trusts. SMSFA chair Deborah Ralston said it was strange that after the Financial System Inquiry in 2014 recommended a clear objective ...

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... Features such as the ability to get a client's total wealth view across a number of tax entities such as SMSFs, family trusts or business structures made it an easy sell to clients," he said. Kuda Wealth had previously been using a tailored direct equities ...

New law tightens unpaid SG penalties

KARREN VERGARA  |  THURSDAY, 29 MAR 2018
... years - not just a standard three or four-year period. They are unable to hide behind complex company structures or family trusts from backdated claims, he said. "You might think you understand your exposure to the ATO and that your company structure ...

Traditional advice strategies pose retirement risk

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
... property. It can also cause problems when both have retired, if all the income is in one person's name," Philpot said. Family trusts represent a better strategy, as income distributions can change over time and the wealth can be accessed before retirement ...

Investors short on tax-effective structures: Centuria Life

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
Changes to superannuation and news Bill Shorten has discretionary family trusts in his sights is making investors worried about their investment future. Centuria Life general manager Neil Rogan says if family trusts are taxed at 30%, as per Bill Shorten's ...

Discretionary trusts crackdown short-sighted

KARREN VERGARA  |  FRIDAY, 4 AUG 2017
... accounting and business advisory firm Pilot Partners, said there is nothing wrong with the current structure of family trusts. It is a widely used structure which spreads the tax burden over multiple individuals to take advantage of lower marginal tax ...

The challenges of modern estate planning

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... Forum on Retirement Income, Tsovolos explained how the estate laws around self-managed super funds and discretionary family trusts is still evolving - largely because challenges only occur once the client dies and once a claim is made against the estate ...

Alternative income sources could benefit retirees

ALEX BURKE  |  MONDAY, 29 JUN 2015
... a financial adviser," he added. Centuria Life general manager Neil Rogan said that investment structures such as family trusts that invest in an insurance bond can reduce a person's assessable income because of the changes to the rules for aged care ...

Family trusts overlooked amid SMSF boom

MARK SMITH  |  TUESDAY, 28 OCT 2014
Financial advisers are overlooking a huge range of benefits that family trusts have over self-managed super funds for their high net worth clients, according to HLB Mann Judd Sydney head of wealth management Michael Hutton. Hutton said that despite ...

Planners must boost SMSF specialisation: SPAA

ALICE URIBE  |  THURSDAY, 11 APR 2013
... managing director said that it was urgent for advisers to look at linking SMSFs to structures such as trusts and family trusts, as well as estate planning. "The missing gap is structures and the impact of structures and the capacity to give advice to ...