Wednesday, 19 January 2022

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10 little-known pension traps prove the value of advice Check eligibility for the Commonwealth Seniors Health Card Hamish Douglass on why the movie hasn’t ended yet Start the year right with the 2022 Retiree Checklist At 98-years-old, Charlie Munger still delivers the one-liners

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1-7 out of 7 results.

Thou shalt not covet … thy neighbour’s house

Donal Griffin
8 September 2021
3

Do what you want with your estate but there can be challenges in a court. Older people are vulnerable and they can tell people what they want to hear, but carers can also be successful over family beneficiaries.

Top three ways an SMA helps optimise tax

Andrew Stanley
4 March 2020
2

Simpler tax arrangements for investments are a key benefit of separately managed accounts, where after-tax outcomes vary from other vehicles such as managed funds and direct equities.

How 'bucket companies' work in family trusts

Some of our readers have said family trusts have little merit because of the tight limits on the amount that can be distributed to children paying low tax rates. But the use of bucket companies drives many of the structures.

Strategies for avoiding the super 'death duty'

Noel Whittaker
6 September 2018
10

The 17% tax on the taxable component of superannuation paid to non-dependants upon death acts like a death duty, and it's worthwhile finding out how to avoid it using legal means.

Most estate planning for tax is inadequate

Matthew Collins
29 August 2018
5

Many people are reluctant to plan financially for their death, and it's not simply a matter of passing money to heirs. Far more tax-effective techniques are available which can make inheritance simpler.

How a carer inherited an estate

Donal Griffin
19 July 2018
3

Carers may have a legitimate claim to an estate even if the deceased suffered from dementia when making a subsequent will. The Court seeks to establish whether testamentary capacity was disabled.

Why all the fuss about family trusts?

Sam Wylie
3 August 2017
40

Family trusts will be a battleground at the next election, but for the wealthy the main benefit is the not income splitting with family members. How do family trusts work and how do affluent families use 'bucket companies'?

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Most viewed in recent weeks

10 little-known pension traps prove the value of advice

Most people entering retirement do not see a financial adviser, mainly due to cost. It's a major problem because there are small mistakes a retiree can make which are expensive and avoidable if a few tips were known.

Noel Whittaker
15 December 2021

Check eligibility for the Commonwealth Seniors Health Card

Eligibility for the Commonwealth Seniors Health Card has no asset test and a relatively high income test. It's worth checking eligibility and the benefits of qualifying to save on the cost of medications.

Jon Kalkman
22 December 2021

Hamish Douglass on why the movie hasn’t ended yet

The focus is on Magellan for its investment performance and departure of the CEO, but Douglass says the pandemic, inflation, rising rates and Middle East tensions have not played out. Vindication is always long term.

Graham Hand
15 December 2021

Start the year right with the 2022 Retiree Checklist

This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.

Brendan Ryan
12 January 2022

At 98-years-old, Charlie Munger still delivers the one-liners

The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.

Graham Hand
12 January 2022

Should I pay off the mortgage or top up my superannuation?

Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.

Di Johnson
12 January 2022

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