Posts

Family Provision Claims

255 | Family Provision Claims

Here is Paul Mackenroth of Cleary Hoare about what happened with the family provision claim in the Marsella case and how to avoid it.

SMSF Trustee Discretion

254 | SMSF Trustee Discretion

The Marsella case changed forever how SMSF trustee discretion is exercised. Here is Paul Mackenroth of Cleary Hoare with more.

Main Residence Exemption for Foreign Residents

222 | Main Residence Exemption for Foreign Residents

The main residence exemption for foreign residents is changing as Andrew Henshaw of Velocity Legal will tell you in this episode.

Main Residence Exemption upon divorce or death

221 | Main Residence Exemption Upon Divorce or Death

What happens to the main residence exemption upon divorce or death? Andrew Henshaw of Velocity Legal in Sydney will give you the answer.

asset protection

210 | Asset Protection

The more assets, the more asset protection you need. Here is Geoff Stein of Brown Wright Stein Lawyers in Sydney with more.

testamentary trust basics

135 | Power of Attorney and Enduring Guardianship

Peter Bobbin of Argyle Lawyers will talk about enduring power of attorney and enduring guardianship. Listen in to know their difference.

Power of Attorney and Enduring Guardianship

134 | Testamentary Trust Basics

In this episode Peter Bobbin of Argyle Lawyers will tell you when a testamentary trust makes sense - and when it doesn't.

Tax Talks Q & A

126 | Tax Talks Q & A

This  Tax Talks Q & A goes through 10 questions and comments you sent in up to April 2019.

Deceased Estate

114 | Deceased Estate

A deceased estate entails a myriad of legal and tax questions. Here is Michael McCarthy of Tax & Super Australia with the answers.

how to maximise ECPI

85 | How To Maximise ECPI

To minimise tax you need to maximise your exempt current pension income (ECPI). Melanie Dunn of Accurium will tell you how.

SMSF Update

53 | SMSF Update

The super reform is done and dusted, but some issues still raise their head. Daniel Mikhail of Partners Wealth Group will discuss those with you.

personal insurance inside or outside of super

40 | Personal Insurance Inside or Outside of Super

Personal insurance inside or outside of Super? Mistakes can cost dearly. Daniel Mikhail of Partners Wealth Group will guide you through the intricate details.

estate planning

28 | Estate Planning

Estate planning is complex because it has so many moving parts: trust law, super law, tax law, family law. Ben Symons of State Chambers, NSW will walk you through the jungle.

TRIS to an ABP

20 | TRIS to an ABP

Can a TRIS converts to an ABP or does it need to stop and start? David Moss of Merit Wealth discusses the current status of this issue.

SMSF Estate Planning

17 | SMSF Estate Planning Post July 2017

The super reform changed estate planning within the SMSF environment. Here is Chloe Ward of Intello giving you an overview.

offshore SMSF work

2 | Why Not To Offshore SMSF Work

Do you offshore SMSF work or not? Chloe Ward of Intello will tell you how they turned staying in Australia into an advantage.

Articles

Income Tax Payable and Provision for Income Tax

71 | Income Tax Payable and Provision for Income Tax

Your Statement of Financial Position usually shows an income tax payable and a provision for income tax. What is the difference?
what goes into deceased estates

47 | Deceased Estates

When you die, everything you own will go into your deceased estate unless specifically excluded. And the devil is in these exclusions.