CPD: Discretionary trusts, testamentary trusts and tax

From

Trusts are often perceived as tools exclusively for the extremely wealthy. However, they are accessible to a broad spectrum of clients and serve numerous purposes, most notably effective tax management.

continue reading

CPD: Balancing legacy and liability – tax in estate planning

From

More than a legal formality or a financial checklist, or deciding who inherits what assets, estate planning exists to protect a lifetime of achievements and ensure each client’s legacy is

continue reading

CPD: Tax and philanthropy

From

Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits

continue reading

CPD: Tax and Self-Managed Super Funds

From

Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year

continue reading

CPD: Super tax facts

From

Superannuation is regarded as the most tax-effective way to save for retirement. However, tax effective is not tax free. This article, proudly sponsored by Allianz Retire+, explores the super tax

continue reading