Taxation & Estate Planning Articles

Showing 31 to 40 of 77 articles:
Daniel Butler
DANIEL BUTLER , SHAUN BACKHAUS  |  FRIDAY, 26 APR 2019
The recent case of Burgess v Burgess [2018] WASC 279 ('Burgess') continues a line of cases that consider the conflict that arises where a person acts as executor of a deceased estate while also receiving superannuation death benefits in their ... Read more
Don Hamson
DON HAMSON  |  FRIDAY, 5 APR 2019
The ALP is proposing a raft of tax changes that will negatively impact after tax outcomes for many Australian investors should they be enacted. Read more
Scott Quinn
SCOTT QUINN  |  FRIDAY, 8 MAR 2019
With the ability to use catch-up concessional contributions starting from 1 July 2019, we've been asked the following question by an adviser Read more
Will Moloney
WILL MOLONEY  |  WEDNESDAY, 20 FEB 2019
Helping clients with their estate planning needs is a vital aspect of the financial planning process with superannuation being an important component of the plan. The 2017 super reforms were wide ranging with quite a number of changes affecting superannuation ... Read more
Yvonne Chu
YVONNE CHU  |  FRIDAY, 26 OCT 2018
A lump sum superannuation death benefit paid to someone who is not a death benefits dependant for tax purposes can be subject to significant tax (refer to Table 1 for details). In contrast, lump sum death benefits paid to someone who does qualify as ... Read more
Stuart Sheary
STUART SHEARY  |  FRIDAY, 17 AUG 2018
For employees who do not have enough money saved to buy a car outright there are a number of options. They can finance the purchase through a private loan, private car lease or via a novated car lease agreement. Read more
Rahul Singh
RAHUL SINGH  |  FRIDAY, 7 JUL 2017
1 July 2017 heralds the start of a new set of rules relating to superannuation. A number of changes affect payment of a superannuation death benefit, requiring a change of thinking. Read more
Emma Rapaport
EMMA RAPAPORT  |  FRIDAY, 2 JUN 2017
After years of public scandals, special investigations, and allegations of sub-par qualification standards, negotiations between Canberra and a 23,000 strong financial adviser industry have come to a head in the form of the professional standards le ... Read more
Ann Herrmann-Nehdi
ANN HERRMANN-NEHDI  |  FRIDAY, 2 JUN 2017
In today's world it's increasingly challenging to grow top-line revenue, win new business, maintain client loyalty and retain top sales talent. The organisations that can successfully align the skills of their sales professionals with current ... Read more