Taxation & Estate Planning Articles

Showing 51 to 60 of 73 articles:
Don Hamson
PETER GARDNER , DON HAMSON  |  TUESDAY, 13 AUG 2013
There are various issues that Australian share investors should consider regarding tax rates, including the proper management of tax lots. Read more
MARK RATCLIFF  |  TUESDAY, 13 AUG 2013
he Small business tax concessions are a specific part of the income tax legislation which allows Australian resident tax payers which incur a capital gains liability from the disposal of a small business various forms of capital gains relief. Read more
LINDSAY STODDART  |  WEDNESDAY, 3 APR 2013
Tell your clients how they can avoid tens of thousands of dollars in litigated fees, family grief and anguish all because of a $29.95 will they bought from their local newsagent. Read more
JON DE FRIES  |  MONDAY, 9 JUL 2012
From a tax perspective, most advisers when working in personal insurance may concentrate on deductibility of premiums and whether to hold insurance in or out of super. Advisers working in business insurance have a lot more to consider - not only deductibility ... Read more
DEBORAH WIXTED  |  MONDAY, 9 JUL 2012
Family members and carers of people who have a severe disability have been able to establish a special disability trust since 20 September 2006. The purpose of this trust is to provide financial assistance for the needs of a severely disabled person ... Read more
LINDSAY STODDART  |  MONDAY, 9 JUL 2012
In this paper Lindsay Stoddart, Stoddart Legal, explores what the future holds for self managed super fund tax concessions. Read more
DEBORAH WIXTED  |  MONDAY, 5 DEC 2011
With over half of all SMSF members aged 55 or over, and one-fifth aged 65 or over, it's more important than ever to plan for the succession of SMSF benefits, fund assets and funds. This paper will canvass some of the key drivers of SMSF estate planning ... Read more
Raewyn Williams
RAEWYN WILLIAMS  |  FRIDAY, 11 MAR 2011
This paper follows on from a series of Russell research papers advancing a framework for choosing between active and passive investment styles. This paper introduces an after-tax investing perspective and identifies key differences in how an after-tax ... Read more
IAN MATHIESON  |  MONDAY, 27 SEP 2010
The Taxation of Financial Arrangements, or TOFA, is one of the most significant changes to occur to the Australian Taxation Act over the past two decades. Its aim is to reduce existing taxation distortions for Australian taxpayers and it broadly affects ... Read more
TONY DI GIROLAMO  |  THURSDAY, 14 JAN 2010
Continuous changes made to the superannuation system, limitations on annual super contributions and a backlash against complex and investment structures due to the global financial crisis are a few reasons why Tony Di Girolamo believes there is a demand ... Read more