Search Results | Showing 1 - 10 of 20 results for "Family trusts" |
| | | ... for investments in the medium term. Founded in 2004, Samuel Terry invests in debt and equity, and is owned by the family trusts of Fred Woollard, Nigel Burgess and Mitch Taylor. They manage the Samuel Terry Absolute Return Fund, a wholesale fund that ... |
| | | | Assistant treasurer Michael Sukkar has welcomed the ATO's recent draft guidance on family trusts, noting that they are a legitimate and important way for families, particularly those running small businesses, to manage their financial affairs. This ... |
| | | | ... before his death. Michael Meehan, chief financial officer of Escor Group (the group under which many of the Smorgon family trusts sit), filed an affidavit in response arguing that Samantha Smorgon is not entitled to see the documents. He said seven of ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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