1 November 2024

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The nuts and bolts of family trusts Welcome to Firstlinks Edition 581 with weekend update Preserving wealth through generations is hard Welcome to Firstlinks Edition 583 A big win for bank customers against scammers

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Edition: 171

1-7 out of 7 results.

Edition 171

2 September 2016

One minute the Treasurer has 'no intention of revisiting' the superannuation changes, next 'compromises' are presented to angry backbenchers, then budget repair is a 'massive moral challenge' to protect 'intergenerational fairness' - all in the space of a few days. Financial advisers have never been busier although they don't know the rules they are working with.

How Canberra explained super changes to me

Noel Whittaker
1 September 2016
19

A conversation with Government officials on the proposed super changes shows there is some logic behind those numbers.

The other self managed super funds

Julie Steed
1 September 2016
1

For SMSF members concerned about losing mental capacity or who no longer have the desire for trustee responsibilities, it might be worth considering a small APRA fund.

Finding beneficial tax alternatives to super

Alan Hartstein
1 September 2016
2

If contribution caps and lifetime limits on superannuation are getting in the way of long-term savings goals, there are other tax-effective alternatives available, especially investment bonds for higher income earners.

SMSFs need vigilance with money in and out

Monica Rule
1 September 2016
1

Payments in and out of SMSFs involve legal grey areas where contributions could be made unintentionally and benefits might not be considered paid as intended. Watch those flows.

Business and social lessons learnt from 'jumping ship'

Michael Traill
1 September 2016

Michael Traill moved from investment banking to social investing over a 30 year journey. He shares the key themes from his new book, 'Jumping Ship', and his personal motives in writing it.

What readers think about a bank royal commission

Leisa Bell
31 August 2016
3

The majority of responses to our survey were opposed to a bank royal commission, although the many comments received show a diverse range of strong opinions, and varying degrees of support for different points made.

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