Financial Year end checklist 2013

The financial year end checklist 2013 contains tax-effective strategies that may be effective for you - depending on your personal financial and taxation circumstances. Employees, professionals, contractors or self-employed business operators (carrying on business under a structure) may benefit from them, but you should confirm any proposed course of action with your accountant, tax agent or financial planner before acting on them. As the financial year draws to a close [...]

By |2021-05-26T20:17:08+10:00June 20, 2013|General|0 Comments

2012 Trust Changes

The podcast transcript following, is of an interview with CPA Australia senior tax counsel Mark Morris and ATO senior tax counsel Fiona Dillon. The podcast which was recorded by CPA Australia in May 2012, provides general information about some of the 2012 trust changes. Note: The information in this transcript is current as at May 2012. The comments made reflect the ATO position at the date of publishing and the [...]

By |2017-06-22T16:16:29+10:00May 8, 2013|General|0 Comments

Estate Planning urgency

Estate Planning urgency is best highlighted when there is an untimely passing of a family member who hasn't prepared a valid Will by which to guide in the distribution of their estate. You want to ensure that your accumulated wealth is passed on to the right people, in the right proportions and at the right time: that is the ultimate goal of sound Estate Planning! Estate Planning is a critical [...]

By |2018-01-08T17:14:27+10:00August 14, 2012|Estate Planning, Wealth Management|0 Comments

Nomination of Beneficiaries

The nomination of beneficiaries (the person/s to receive the benefits arising from an event or transaction) is an action we are called upon to consider in a variety of situations in life. One of the many important elements of prudent wealth management is to have your ‘succession plans’ well documented and understood. In a personal situation, this entails the adoption of a well-structured Estate Plan. An Estate Plan encompasses a [...]

By |2018-01-09T20:25:46+10:00July 11, 2012|Estate Planning, Wealth Management|0 Comments
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