Taxation & Estate Planning Articles

Showing 11 to 20 of 25 articles:
Letty Chen
LETTY CHEN , ROBYN JACOBSON  |  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, a company director becomes personally liable for these ... Read more
Sabil Chowdhury
SABIL CHOWDHURY  |  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 outcomes. It is critical for executives to maximise ... Read more
Sean Abbott
SEAN ABBOTT  |  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 energy. In many circumstances, the proceeds of ... Read more
Stuart Sheary
STUART SHEARY  |  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. Read more
Yvonne Chu
YVONNE CHU  |  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 death benefit nomination for account-based ... Read more
Jon Hoyle
JON HOYLE  |  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. Read more
TONY FITTLER , ELAINE JACKSON  |  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 looking to transfer wealth to the next generation ... Read more
ANNA HACKER  |  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. Read more
IAN CROSBY  |  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 families themselves and their advisers. Read more
RICHARD SHRAPNEL  |  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 of the assets. Read more