We spend a lot of time advising people about how they can protect and pass on wealth to the next generation. We spend a lot of time advising people how to exercise their right to choose "who gets what". But there is a limit to this right of choice.
Choosing the right law firm can be a daunting task. Especially when the matter you are seeking advice on is already causing you anxiety. While we cannot offer you a map with an “X” marking the spot for the "Right Law Firm" for you, we can provide you with some information in the hope of making your...
Holding your life insurance policy through your super fund is not always as “tax-effective” as you may think. You need to think past the “deduction” for premiums.
Andrew is well known for his business and investment structures, as well as his breadth of practical knowledge in the area of taxation and superannuation law.
A recent Court of Appeal decision in New South Wales has held that "unrealised capital gains" can form part of "income" for trust law purposes (i.e. as part of " Trust Law Income "). While this does not mean that more tax will necessarily arise to the Trust or Beneficiaries, there are potential tax consequences. Read More..
Holding your life insurance policy through your super fund is not always as “tax-effective” as you may think. You need to think past the “deduction” for premiums. Read More..
How do I use superannuation to minimise taxes, protect and build wealth and provide tax-effective benefits for me and my family in my retirement and on my death? Read More..
"As an accounting firm which has a joint venture with a financial planning practice, we have been very pleased to have Andrew present seminars to both our clients and our professional team members. We have found Andrew’s presentations invaluable in helping our clients protecting their assets, both in their lifetime and leaving the control of assets to the people of their choice upon their death. In Andrew’s presentations, he is able to call upon his experiences to provide numerous real life exa... Read More..
How do I ensure that the assets in our “family trust” end up being shared among my children in a fair and appropriate manner? How do I pass control of my trust to the next generation, or control over specific assets? What are the tax consequences of passing on trust assets now, or when I die? Read More..