Search Results | Showing 11 - 20 of 20 results for "Family trusts" |
| | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... combine financial planning with technical expertise in tax, accounting and compliance for self-managed super funds, family trusts and individuals. "Many financial planners are not qualified accountants or registered tax agents, and are unable to provide ... |
| | | | ... Individual Savings Accounts and Self-Invested Personal Pensions. "In Australia, this functionality is also required for family trusts and self managed super funds," said Enda Mahoney, chief operating officer at Financial Simplicity. "For family trust ... |
| | | | ... new regime's commencement date as from July 1, 2014, a year later than planned. Changes to tax rules applying to family trusts and fixed trusts will also be delayed by a year to July 2014. The synching of trust reforms was in line with industry calls ... |
| | | | ... quality investments," said SGI. Peter Bembrick, tax partner with accountants and advisers HLB Mann Judd Sydney, said family trusts are once again proving popular thanks to their ability to offer benefits in wealth accumulation and intergenerational wealth ... |
| | | | ... account, whereas from 1 July 2011, unearned income will be taxed. "As far as impact on wealth management, those running family trusts may be quite affected by this change," said Craig Day - Technical Services Manager, Colonial First State. Family trusts ... |
| | | | ... direction on applying for the First Home Buyers Grant, planning for the education of children, wealth creation and family trusts, among others. "The arrangement with State Trustees will fill a gap between this general information and strategic planning ... |
| | | | ... At Macquarie Private Bank, O'Donnell will be responsible for advising clients across a range of areas including family trusts, private philanthropy and servicing their general investment and banking requirements. |
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