Couples Estate Planning Bundle $1,122 includes GST Start for free Checklist Singles Estate Planning Bundle $726 includes GST Start for free Checklist New profit centre for Accountants and Financial Advisers: Estate Planning I hope you enjoyed last week’s...
Capital Gains Tax on dead people’s jewellery – CGT death duty on a wedding ring Sometimes people put a Specific Gift in their Will. For example, ‘my wedding ring to my daughter’. The result? CGT death duty on that wedding ring. At death, your Will is...
Are Family Trusts replacing Self-Managed Super funds? We are seeing a renewed interest from professionals for Family Trusts. Family Trusts built on our website have surged 38% in the last 12 weeks. Conversely, SMSFs have dropped by 23%. On speaking with professionals...
Charity v Son – Dad’s Will challenged Dead Zopito Di Cesare left everything to charity. His son, Ivano Ferrante files a Supreme Court writ against the charities. Usually, a son argues that he was not getting enough out of his Dad’s Will and asks the court to...
Removing Trustee and Members from your SMSF There is a good reason in wanting to share your SMSF with others such as your spouse, children, in-laws and business partners. After all, they are expensive to operate and to have the cost divided by up to 6 people makes...
Asset protection is a philosophy and way of life Asset protection is a lifetime pursuit. Asset protection is an ongoing journey. If you are truly ready to start the journey your life changes. Everything you do is tested against the best practice of asset protection....