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

Superannuation Co-Contribution benefits

Superannuation co-contribution benefits - for whom The superannuation co-contribution benefits your wealth accumulation, but your contribution circumstances need to be 'eligible'. The government has tightened the purse-strings again this year, but they are still giving away money for those who are ‘means-test’ eligible; and who have made a Non-Concessional Contribution1 to a complying superannuation account. You make the contribution to your superannuation account, then some months after the end of [...]

Estate Planning outlined

Estate Planning outlined Estate Planning is an important wealth management exercise that seeks to continue the good work of the testator in accumulating the wealth that they seek to pass on for the benefit of future generations. In estate planning outlined, we set out the series of posts that deal with critical elements of that exercise. What is an Estate Plan?  An estate plan is a strategic approach to the [...]

By |2018-02-12T15:40:50+10:00November 9, 2011|Estate Planning|Comments Off on Estate Planning outlined
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