Investment success contributor: taxation

Are negative gearing and capital gains tax discounts sustaining your investment success? The investment success contributor for a large number of ‘ordinary’ Australians, is found taxation legislation, supported by settled Case law, in two key areas: Negative gearing deduction; andCapital Gains Tax discounting. From an economic standpoint, housing affordability and first home owner participation (and the politicisation of these emotive issues), should in the main, be considered a distraction – [...]

By |2020-10-14T18:11:14+10:00February 5, 2018|Investment Strategies|0 Comments

Financial Year-end checklist 2012

You want to save tax, right? The following financial year-end checklist 2012, is of items that we can help you get in place by the end of this financial year so as to minimise your tax for this year, or ensure that next year’s tax burden is lightened: Capital Gains: offset strategies are available Superannuation Contributions: can you contribute more without breaching the ‘cap’? Income Protection Insurance: act now to [...]

By |2018-01-10T09:29:12+10:00June 12, 2012|Tax, Wealth Management|0 Comments

Budget Highlights 2012

Budget Highlights 2012 sees a return to Budget surplus. It reflects the government's attempt to ensure that families and small business share in the benefits of the resource boom. It would be fair to say that everyone will be impacted in some way by the measures contained in the Budget itself, or by other recent announcements from the Government that will apply from 1 July 2012. We have listed below some [...]

By |2018-01-02T20:33:12+10:00May 9, 2012|Market Updates|0 Comments

Windfall gains wisdom

 - making your tax refund bigger Windfall gains wisdom will ensure that those unexpected financial benefits ‘keep on giving’ as they say. Such gains can arise from a variety of sources, but one that many of us relate to, is the annual tax refund. Around August through October each year many of us will be receiving a refund from the ATO: this is not a generous gesture on behalf of [...]

By |2021-06-16T09:13:52+10:00August 14, 2010|Wealth Management|0 Comments

Testamentary Trust benefits in estate planning

Estate Planning strategy Testamentary trust benefits in estate planning range from flexibility for the testator;  to clarity of intent for the executor (and/ or the trustee). A Testamentary trust can best be thought of as a trust that is created by a provision in your Will: it will provide guidance for specified assets in your estate following your death. For many, it is a simple 'family discretionary trust' settled by [...]

By |2017-07-31T14:55:15+10:00August 27, 2009|Estate Planning|0 Comments
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