Agree with Terry 100% !
Hi Guys our May newsletter is now available on our website some useful year end tips Newsletter Strategic Wealth Management
Hi Greg the proposed tax is at the fund level. Legislation will not be introduced until after the Sept election so I wouldnt be too concerned at...
Hi Greg A recontribution strategy is an effective estate planning strategy. If you were to die then the tax free components retain their status...
Hi all I have been asked to present with a couple of other professionals in May at Rockdale. It is a free seminar and will give you an...
Hi Steven just did one yesterday for a client and Macquarie asked for exactly the same thing, along with an Accountants declaration so be...
not even close. NEw smsf requires new deed, new ABN & TFN applications not to mention the cost of closing down the old fund, ytd financials,...
Not a nice ruling - see attached we are conducting further investigation but it is a major problem for many investors. I will post more info...
Hi Davewa changing a trustee of a superfund is not difficult the process to change all of the investments to thenew name is the tedious & often...
Hi Mick If you change directors & shareholders of a trustee coy - no cgt impact If you change the actual individual trustee and add another...
hi Cymru superman is giving you a good heads up Pricing is on the high side but you could prbably do most of it yourself & given that the...
Well Written Superman, however duty will not be payable if the units are redeemed by the original unit holder then new units issued to the smsf....
Summary Summary So once the new section 197(1) is in place we can all rest a little easier as directors of trustee companies. The amendment...
Liability of corporate trustees Liability of corporate trustees A prudent asset protection step is for investors to not personally be the...
CGT; Salary Sacrifice; Superannuation; Tax Investments Capital Gains Tax Consider crystallising any unrealised capital losses in the income...
Business, Companies and Trusts Deemed Dividends and Private Companies Certain loans, payments and forgiveness of debts by private companies to...
Deferring Assessable Income; Maximising Deductions Deferring Assessable Income The timing of when business income is derived depends on the...
Summary Summary There are many situations where records may get lost, or where the records on hand are simply inadequate for the demands of...
Record Keeping Record Keeping The Record Keeping Rules Similar to other record keeping requirements in the taxation legislation, the CGT...
Conclusion Conclusion In these circumstances, salary packaging the rental property expenses has increased the family’s net disposable income by...
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