Important to recognise that "super" is not an investment strategy -- it is a tax concession. Once the money is "in super" whoever is managing it...
I think a key factor is whether S agrees with your assessment or not. If he thinks he's brilliant for the business, then it could be very tricky...
It's not a guide to tax avoidance, but I highly recommend "How much is enough" by Arun Abey. Very sensible, solid, reliable advice. (not to be...
My situation was not dissimilar to your own. My business did well, and a considerable volume of wealth built up inside the company. I ended up...
It seems to me that this only impacts the less well off. If anyone's effective tax is less than the company tax rate, they will lose out. But...
No, a family investment company. And annoyingly I have unrealised gains in there. It's a pity you can't sell tax losses to someone about to...
That's a good suggestion Simon, and I thank you for it. If I'm understanding correctly, I would buy something like IHD which pays quarterly...
I have a six-figure carry forward capital loss which is starting to annoy. It's a personal capital loss. Most of our wealth is stored in other...
Exactly. The problem was the bank kept asking for a copy of the trust deed, and I'd hand them the will and say "see that sentence there..." For...
My daughter inherited a similar amount at a young age. Testamentary trust is your friend. For me, the tricky bit was the will just said "to be...
I disagree with your premise. I haven't had a mortgage for decades nor been exposed to debt, but let's say your PPOR interest rate is 6% and...
First, there's no such thing as "angel investing". Investing is entrusting money to someone to make a return. Charity is giving money with no...
Your father was a wise man, and he'd be proud of your caution. Check the paperwork - it may be there are substantial ongoing costs for various...
Interesting post. In my view, this guy adopts the somewhat shrill tone of a conspiracy theorist, and his emotional language in calling people...
Similar to general advisory and wealth management, but they'll also take care of just about anything that needs to be taken care of. Family...
That method is probably a fair start, although it obviously assumes that the two companies are comparable. Note that if one is private and the...
Hi, I'm contemplating enlisting the services of a "Family Office", and just wondering if anyone here has made use of these sorts of services,...
If an investment earns you $10, under normal circumstances you'd pay tax on that $10 at whatever your marginal tax rate is - depends on your...
I listened to Peter present at an AIA seminar last week - a very good presentation. For those who are not aware of them, the AIA seminars are...
Not advice, but: it will increase your tax because it increases your income and reduces your costs. Not the worst thing in the world. Grab...
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