Taxation & Estate Planning

Taxation & Estate Planning Articles

Trusts at risk of incorrect distributions with significant tax consequences

ALEXIS KOKKINOS | Comments | FRIDAY, 18 SEP 2020

Understanding the definition of 'income' for trusts has always been important. However, for 30 June 2020, it has been more critical than ever due to the coronavirus (COVID-19) pandemic. The Australian ... Understanding ... Read more

Directors' personal liability extended to include companies' GST liabilities

LETTY CHEN , ROBYN JACOBSON | Comments | FRIDAY, 14 AUG 2020

Recently enacted legislation has extended the director penalty rules to include goods and services tax (GST), luxury car tax and wine equalisation tax. For tax quarters commencing from 1 April 2020 ... Read more

Executive share schemes: Structuring, taxation and investment strategies

SABIL CHOWDHURY | Comments | FRIDAY, 17 JUL 2020

An employee share scheme is often the single most important source of wealth generation for an executive over their working life. Employee share schemes come in different forms with different potential ... An ... Read more

Wealth management after liquidity events

SEAN ABBOTT | Comments | FRIDAY, 13 MAR 2020

The total or partial sale of a privately held business - also known as a 'liquidity event' - is usually the culmination of years of hard work, considered risk taking, determination and tremendous ... The ... Read more

Advice opportunities for retirement and unused leave

STUART SHEARY | Comments | FRIDAY, 14 SEP 2018

Employees approaching retirement can have significant leave entitlements. This unused leave can be in the form of annual leave, long service leave and sick leave. Retiring employees have several options ... Employees ... Read more

Reversionary nominations v binding death nominations

YVONNE CHU | Comments | FRIDAY, 13 APR 2018

With the introduction of the new super reforms, it is time to revisit the key differences and considerations when deciding whether to have an automatically reversionary nomination, or a binding/non-lapsing ... With ... Read more

An estate planning survival guide

JONATHAN HOYLE | Comments | FRIDAY, 20 MAY 2016

The purpose of this will and estate planning guide is to help you prepare for the smooth transition of your wealth to your beneficiaries. The purpose of this will and estate planning guide is to ... Read more

Handing over to the next generation

TONY FITTLER , ELAINE JACKSON | Comments | WEDNESDAY, 10 JUN 2015

Typing "succession planning" into Google will generate approximately 8.1 million search results. Obviously, there is a high level of interest in the topic, both from the baby boomer generation ... Typing ... Read more

Seven deadly sins of estate planning

ANNA HACKER | Comments | WEDNESDAY, 10 JUN 2015

Developing a comprehensive and well-thoughtout estate plan is the only way of ensuring someone's wishes are carried out after their death but too many people are still getting it wrong. It may seem an ... Developing ... Read more

Managing the biggest risk to family wealth - The key role of advisers in succession planning

IAN CROSBY | Comments | THURSDAY, 16 OCT 2014

The role of properly structured succession planning in reducing the risks to family wealth is beyond dispute. Yet this most important of all risk management tools is too often overlooked, both by the ... The ... Read more

Harmony and a Fair Share of Assets are Key to Family Business Succession

RICHARD SHRAPNEL | Comments | WEDNESDAY, 21 MAY 2014

Business succession is not about retirement or getting the best price for your business, it's about passing on a viable business, keeping people in jobs and, for families, harmony and a fair share ... Business ... Read more

Capital idea: Consider using economic exposure to map portfolios instead of country domicile

PAUL HENNESSY | Comments | WEDNESDAY, 21 MAY 2014

In an integrated world economy, traditional investment approaches that define geographic mandates based on a company's country of domicile are becoming less relevant. Most large- and mid-sized companies ... In ... Read more

Next Generation Planning

BERT BARDOEL | Comments | TUESDAY, 5 NOV 2013

What decisions need to be made to hand over an economically healthy company that is equipped for the future? How should the course be set so that the next generation will be able to continue running ... Read more

Generation Wise

PAUL LUCAS | Comments | MONDAY, 15 OCT 2012

All too often the skills and values that created wealth in the first place don't make it through generations. Paul Lucas looks at how to assist the next generation in becoming stewards of the family ... All ... Read more

Legacy Planning: It's Not About The Money

LINDA BEERMAN | Comments | MONDAY, 15 OCT 2012

Family legacy planning is an opportunity to define, reflect on and express what wealth really means to the family. For most families, it means identifying the core values that make the family who it ... Family ... Read more

Breaking the silence: helping clients discuss estate plans with their families

DAVID BOKMAN | Comments | FRIDAY, 18 MAY 2012

While many talented wealth management professionals spend an extraordinary amount of time and effort designing elegant, tax-efficient estate plans, they often fail to assist clients with the sensitive ... While ... Read more

Latest News


Heine family sells Netwealth shares KANIKA SOOD The Heine family took advantage of Netwealth's strong results and buoyant share price yesterday to sell down about $76 million worth of shares in the company -- a tiny sliver of their expansive holding.	Morgan Stanley duo establishes advice boutique KANIKA SOOD Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients.

Mixed results at Bjelke-Peterson estate sale ELIZABETH MCARTHUR A Lloyds auction of the estate of controversial former Queensland premier Joh Bjelke-Peterson produced mixed results.	US surpasses Asia Pacific for HNWI growth ELIZABETH MCARTHUR For the first time in eight years, more high net worth individuals (HNWI) emerged in North America than in the Asia Pacific region.

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Paddock to Pitt Street

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Robert Millner exercises immense influence in corporate Australia as the chair of Washington H. Soul Pattinson. He speaks to Kanika Sood about what's next for the business and how his family invests.

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Anna Hacker National Manager Australian Unity Personal Financial Services	Justin Tyler Director Daintree Capital	Mervin Reed Director Tasmanian Private Wealth Advisers	Simon Duckett Adviser Koda Capital
How to safeguard your estate	Positioning portfolios for a late cycle environment	The life insurance industry in Australia is in trouble	Ten investment lessons for non-profits (Part two)
If you live in New South Wales or have assets connected with that state, your estate can be susceptible to a notional challenge after you pass away. Writing ...	As Rudy Dornbusch said in 1997: "None of the U.S. expansions of the past 40 years died in bed of old age; every one was murdered by the Federal Reserve." ...	The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...	September 15 marked marked the 10th anniversary of the collapse of US investment bank Lehman Brothers and the onset of the Global Financial Crisis (GFC).
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