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


Citi expands fixed income offering for wholesale KANIKA SOOD Citi Australia is offering wholesale clients access to high-yield bonds, hybrids and capital notes, as it expands its fixed income services.	Crestone revenue up 12% to $120.5m KANIKA SOOD Crestone Wealth Management reported revenue of $120.5 million for FY20, as it added $1 billion in net new client money and nine new advisers during the year.

Magellan chief backs health startup KANIKA SOOD When it comes to investing his own money, Magellan's chief executive Brett Cairns likes to go back to his roots in science.	Sydney boutique sharpens focus on HNWs KANIKA SOOD A Sydney real estate fund manager has established a private wealth division, as it sees opportunities to snap up new assets for syndicates of wealthy investors.

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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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Jamal Bakalian Solicitor Streeterlaw	Kanika Sood Senior Journalist Rainmaker Information	Catherine Chivers Senior manager, Strategic Advice Perpetual Limited	Paul Barrett Co-Founder Absolute Wealth Advisors
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When we think of family provisions claims that are made against a deceased person's estate, we often think of the sister who was left out of the will ...	The COVID-19 pandemic and accompanying volatility is forcing endowments to rethink how they invest, govern and grant. Kanika Sood reports on the latest ...	Inheriting property has the potential to significantly change your life - so make it count! In this article Perpetual Private senior manager of strategic ...	COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. High net worth ...
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