In this episode Patrick Huang will go through 10 child maintenance trust questions you sent in.
What happens to your family home when your parents die? Here are Amanda Morton and Paul Goldin with some insights.
Who gets the beach house? What are the advantages of moving it to a testamentary trust?
A child maintenance trust can save you a lot of tax but it comes at a huge cost as Simon Bacon of Manby & Scott will tell you.
Child support payments - what to look out for? Simon Bacon of Manby & Scott is a family law lawyer specialising in child support arrangements, so perfect to ask how child support works.
Is it always true that losses need an FTE? Let's talk about when an FTE makes sense and when it doesn't.
What is the difference between company constitutions and shareholder agreements? Should you just have one or do you need both?
Here is Paul Mackenroth of Cleary Hoare about what happened with the family provision claim in the Marsella case and how to avoid it.
The main residence exemption for foreign residents is changing as Andrew Henshaw of Velocity Legal will tell you in this episode.
What happens to the main residence exemption upon divorce or death? Andrew Henshaw of Velocity Legal in Sydney will give you the answer.
Why would you create a leading member? And how? Grant Abbott of Lightyear Docs and I love SMSF has the answer.
The more assets, the more asset protection you need. Here is Geoff Stein of Brown Wright Stein Lawyers in Sydney with more.
Mental health issues can hit any of us – at any time - when we least expect it. So we should talk about it. Tim Hoopmann is doing just that.
Income protection is to replace your income while you can't work. Here is Daniel Mikhail of Growth Wealth Partners with more insights.
Life insurance looks simple - you are either dead or alive. But there is more to it as Daniel Mikhail of Partners Wealth Group in Sydney will show you.
Here is Part II of Paul Goldin's overview of simple mistakes that are easy to avoid but even easier to make - Trust 101 Part II.
In this episode Paul Goldin of Vectigal will give you a quick overview of simple mistakes around trusts - easy to make - easy to avoid - Trust 101.
Peter Bobbin of Argyle Lawyers will talk about enduring power of attorney and enduring guardianship. Listen in to know their difference.
In this episode Peter Bobbin of Argyle Lawyers will tell you when a testamentary trust makes sense - and when it doesn't.
In this episode Peter Bobbin of Argyle Lawyers will tell you more about a new non-arm’s length concept - non-arm’s length expenses - NANE.
s295-550 ITAA97 doesn't get much limelight but is much more dangerous than s109 of the SIS Act. Here is Peter Bobbin of Argyle Lawyers with more.
Non-arm's length income features in most court cases around the sole purpose test as Peter Bobbin of Argyle Lawyers will explain in this episode.
This Tax Talks Q & A goes through 10 questions and comments you sent in up to April 2019.
In-specie contributions and payments are complex since you get two transactions "for the price of one". Gordon Mackenzie of UNSW discusses this in more detail.
A death benefit is any payment your super fund makes after you die. Here is Gordon Mackenzie of UNSW with more.
Qualifying for the age pension is an arduous exercise as you need to pass four hurdles. John Saunders of The Pittwater Partnership will go through these one by one.
Property vs shares - how are they taxed differently? Bob Deutsch, Senior Tax Counsel of The Tax Institute, pursues this question.
A life and remainder interest is often used in a testamentary setting. Here is Michael McCarthy of Tax & Super Australia with more.
A deceased estate entails a myriad of legal and tax questions. Here is Michael McCarthy of Tax & Super Australia with the answers.
Binding death benefit nominations are an important part of SMSF succession. Daniel Butler of DBA Lawyers will tell you more.
How does SMSF succession work? Daniel Butler of DBA Lawyers in Melbourne gives you a helpful overview and shares some war stories. Here is what we learned.
How do you finance aged living? John Saunders of The Pittwater Partnership will walk you through RAD, DAP and the lot.
How do we support aged living in Australia? John Saunders of The Pittwater Partnership will walk you through the options.
The taxation of trusts lives in the 'old' ITAA36. Paul Mackenroth of Cleary Hoare in Brisbane will walk you through the framework of Division 6.
Family trust elections play an important role but are not a one-size-fits-all solution. Paul Mackenroth of Cleary Hoare in Brisbane will tell you more.
Choosing the right trust structure is an important step to effectively manage and administer wealth. Here is Paul Mackenroth of Cleary Hoare with more.
How do you set up a discretionary trust? Paul Mackenroth of Cleary Hoare in Brisbane will walk you through the process.
The relationship between trustee and beneficiary is defined by rights and duties. Paul Mackenroth of Cleary Hoare in Brisbane will tell you more.
When moving a TRIS to retirement phase, does it matter when you notify the trustee? Meg Heffron of Heffron SMSF Solutions has the answer.
When a member dies, there is a lot to deal with in the aftermath - including the member's SMSF. Here is Meg Heffron of Heffron SMSF Solutions with the details.
The bring forward rule for non-concessional contributions now needs to work around the TSB. Meg Heffron of Heffron SMSF Solutions will tell you more.
To segregate or not - that is a big question and affects ECPI. Melanie Dunn of Accurium will walk you through the details.
There are over 800,000 trusts. Paul Mackenroth of Cleary Hoare in Brisbane will walk you through the elements of a trust.
Div 7A payments can turn into an expensive exercise. Including transfer or provision of company assets. Peter Adams of Augmentor will tell you what this is all about.
Div 7A loans are tricky but there are ways out. As Peter Adams of Augmentors in Sydney will tell you.
Personal insurance inside or outside of Super? Mistakes can cost dearly. Daniel Mikhail of Partners Wealth Group will guide you through the intricate details.
If you could change one thing about the Australian tax system, what would it be and how? Robert Deutsch of The Tax institute asked that question.
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.
To sort out the tax side of a relationship breakdown, it helps to understand the legal side. Here is Angelina Torrisi of Family Law Practice.
Do you offshore SMSF work or not? Chloe Ward of Intello will tell you how they turned staying in Australia into an advantage.
Tax Talks is Australia’s tax news podcast for tax professionals. Informative, entertaining and free.