Structuring and tax planning

Trusts: Know the basics

What are trusts? Trusts are widely used for investment and business purposes. A trust is an obligation enforceable against a person (the trustee, who may be...

Superannuation and retirement planning

Self-Managed Super Funds: Know the essentials

Given regulatory changes, increased competition in the superannuation sector and advancements in administration technology, you should periodically review your ...

Superannuation and retirement planning

Regulatory change for life insurance in superannuation

Insurance provided through super Superannuation funds have long been a significant provider of life insurance to the Australian public, predominantly through c...

Life insurance and estate planning

Practice Expense Cover

What is Practice Expense Cover? When most people think about life insurance it’s the policies that pay on death or disability, or those that replace your inc...

Life insurance and estate planning

Life Insurance: Personal Risk Protection

What is Personal Risk Protection? There are two types of risks in life; speculative risk and pure risk. Speculative risk is the possibility of gain or loss e.g...

Structuring and tax planning

An introduction to capital gains tax and how it affects you

What is capital gains tax and what rate of tax will you pay? Capital gains tax (CGT) is the tax you pay on any net capital gain that you make on the sale of ce...

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