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Estate Planning & Land Tax

Estate Planning & Land Tax

Deceased estates and Stamp duty - the transfer of property in accordance with the terms of a will or codicil is subject to stamp duty unless an exemption is available and section 42 of the Duties Act in Victoria exempts certain transfers of dutiable property where ...

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( Posted in: Living Estate Planning )

Trusts & Estate Planning

Trusts & Estate Planning

A trust is a separate legal entity which holds assets, such as property or cash. and have a number of advantages, particularly from an asset protection perspective. They are very popular structures which are often set up by people during their lifetime.

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( Posted in: Living Estate Planning )

In whose name?

In whose name?

When you decide to purchase an investment property there are a couple of important things you need to do before heading off to the agent and signing the contract! It is important to have look at all your structure options with your accountant, including discussing whose name you want on the contract.

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( Posted in: Investment Property )

5 Investment Property Ownership Structures Trusts

5 Investment Property Ownership Structures  Trusts

There are 5 major ownership structures in which you can hold investment properties, and each one has its pro’s and con’s. My fourth article delves into a slightly more complex ownership structure of a Trust – an excellent structure for tax and capital protection.

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( Posted in: Investment Property )

Family Trust Distributions to Children THE IMPORTANCE OF PLANNING

Family Trust Distributions to Children  THE IMPORTANCE OF PLANNING

Family trusts have many advantages, one of these being the ability to distribute business profits to your children. This is a popular strategy which can be used to reduce your overall tax liabilities at year end.

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( Posted in: Living Estate Planning )

Does your de facto have a claim against your will?

Does your de facto have a claim against your will?

When we think about estate planning we often believe that if we have prepared a will then we have done enough, or at the very least we have done something!

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( Posted in: Living Estate Planning )

Structuring for Partners with Disproportionate Ownership

Structuring for Partners with Disproportionate Ownership

Disproportionate ownership of business’s is not uncommon, and the correct structuring for your business is critical in ensuring maximum tax benefits, flexibility for distributions, income tax and capital gains, not to mention long term asset protection for all the Partners involved.

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( Posted in: Allied Health )

Trusts You Must have a Corporate Trustee

Trusts  You Must have a Corporate Trustee

he last 3 decades have seen a substantial growth in the number of people in Australia establishing trusts. The benefits of such an arrangement have been largely touted by professionals around 2 areas - asset protection and tax benefits.

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( Posted in: Tax )