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

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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