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Property Investment for Small Business Owners

In small business, a key asset protection strategy is to set up an investment trust outside of your main trading trust.

This investment trust is what buys your investment property.

You need to do this because you cannot have it in your name as the director of the company who is running the business. This is far too risky in a litigious society. 

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Property Investment for Small Business Owners

Ensuring Your Pets Are Cared For After You Die

Don't let your beloved pets end up in a homeless shelter. Take action now to make sure that after your death, your pets will be safe and loved. 

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Ensuring Your Pets Are Cared For After You Die
( Posted in: Living Estate Planning )

Have You Included Your Pets In Your Will?

Most people consider their pets to be a part of the family. In this case, a pet should be treated like so when you pass away. But, most Australians forget to include those with furry, hairy, feathered or scaled appearance in their will. 

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Have You Included Your Pets In Your Will?
( Posted in: Living Estate Planning )

DIY Will Kits And Their Dangers

Making your own will may sound like a good idea in theory, but the reality is that it might not count for anything in the end. Here are the most common issues associated with home-made will kits.  

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DIY Will Kits And Their Dangers
( Posted in: Living Estate Planning )

Business Intuition Is Not Bullsh!t

Our multi-millionaire clients all have five things in common. If you plan to boost your bank account to seven or eight figures, read on. 

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Business Intuition Is Not Bullsh!t

Separating With A Mortgage

When a couple breaks up, there are a lot of things to deliberate. Where are you going to burn the romantic photos? Who gets to keep the slow cooker? How quickly can I get that ring up on Gumtree? Most importantly, what happens to the house…?

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Separating With A Mortgage
( Posted in: Lending & Finance )

Family Planning: Applying For A Home Loan With A Baby On The Way

Purchasing a home and having a child are two of life's most stressful events. What on Earth happens when both are occuring at the same time?!

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Family Planning: Applying For A Home Loan With A Baby On The Way
( Posted in: Lending & Finance )

Death and Small Business CGT Concessions

They say that two things in life are inevitable – death and taxes. This doesn’t mean that the two have to happen at the same time. Generally where there is a change of ownership in small business, a CGT event is deemed to have occurred which may result in a capital loss or taxable gain. When a person dies, their assets are transferred to their legal personal representative (LPR) or are acquired by a surviving joint tenant, if one exists, and as such the Capital Gains Tax rules apply.

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Death and Small Business CGT Concessions
( Posted in: Tax )