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19 April 2024

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Family Trusts

1-10 out of 10 results.

The when and why of four million Australian retirees

Super reviews aggregate retirees into an impersonal number on a chart, but the 2,700 Australians who retire each week are undergoing a major change in their lives. Why and when do they retire and then what?

Who needs the Caymans? 10 ways to avoid paying tax

Australians don't need dodgy schemes in Caribbean islands to hide their wealth. There are plenty of legal ways to avoid paying tax but they will leave personal income tax carrying a heavy burden for future generations.  

Eight investment pools in the new tax hierarchy

The new tax on super over $3 million brings alternatives into play for tax efficiency. For investors who can be bothered juggling different types of pools, there are ways to avoid the tax on unrealised gains.

What are the advantages and disadvantages of family trusts?

Family trusts are used to hold wealth, with benefits like asset protection, tax planning, capital gains tax discount and ability to carry forward losses. But there are disadvantages that must be weighed up.

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.

Six key Labor financial policy proposals

Labor has foreshadowed significant amendments to a wide range of financial policies, and while the new PM has time to make up lost ground, Labor is favourite to win the next federal election.

Record award in estate of John Hemmes

The success of this claim on John Hemmes' estate and the unexpected amount involved provides a reminder to ensure you have a robust estate plan in place.

Heigh-ho heigh-ho, are family trusts the way to go?

The intricacies of family trusts can be confusing, but examining the potential through the eyes of Snow White and the Seven Dwarfs shows whether a trust is a dopey or happy move.

Why all the fuss about family trusts?

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'?

Finding beneficial tax alternatives to super

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.

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