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Trusts

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 )

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 )

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 )

Asset Protection Strategy Gift & Loan Back

Asset Protection Strategy  Gift & Loan Back

Asset protection strategies for our clients are a very big issue. At Paris Financial we lead the way in structuring our clients for asset protection and tax effectiveness. Many business owners and high wealth clients benefit from the structures we put in place for them, providing protection for their assets and ensuring substantial tax savings over the long term.

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( Posted in: Tax )

Trusting Tax - API Article

Trusting Tax - API Article

Trusts have been around for centuries, since the days of knights and round tables and have played many different roles over the years. They can prove an integral tool in your investment and business journey, if used correctly.

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( Posted in: Investment Property )