by Asha Hudson | Oct 17, 2018 | Client Access, Investments
Difference between discretionary and unit trusts Are you? – Setting up a new trust? At a glance: – Taxpayers should consider the different trust structure that best suit their circumstances. You should: – Compare the different trust structures....
by Asha Hudson | Oct 17, 2018 | Client Access, Investments
Investments Difference between discretionary and unit trusts Taxpayers should consider the different trust structures that would best suit their circumstances… Investing in bank accounts and income bonds Interest earned from a bank or other financial institution...
by Asha Hudson | Oct 17, 2018 | Client Access, Superannuation Self Managed Funds
SMSF Supervisory Levy Are you? – A trustee or a director of corporate trustee of a SMSF? At a glance: – Supervisory (super) levy applicable to self – managed superannuation funds (SMSFs) depends on the status of the fund. You should: – Be aware of...
by Asha Hudson | Oct 17, 2018 | Client Access, Superannuation Self Managed Funds
Superannuation fund rollovers Are you? – A trustee or a director of a corporate trustee of a self-managed superannuation fund (SMSF)? At a glance: – The Tax Office has outlined the requirements when a member is making a rollover from one super fund to...
by Asha Hudson | Oct 17, 2018 | Client Access, Superannuation Self Managed Funds
Tax implications of superannuation death benefits paid to dependants Are you? – A dependant of a super fund member? At a glance: – The tax treatment on superannuation (super) death benefit payments will depend on who the benefit is paid to. You should:...
