by Ico Ho | 6 - 287, 6 - 288, 6 - 289, 6 - 290, 6 - 291, 6 - 320, 6 - 369, 6 - Build and protect your wealth (including trusts)
Trusts may be ubiquitous in the Australian business landscape, but they are not simple structures to administer. If you have a trust, or are establishing a trust, one aspect you need to consider is the ‘governing law’ or the jurisdiction of the trust. Let us tell you why…
by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP), Solution Brief
The trustee of your SMSF is all-powerful. The trustee decides how much money you can put in the fund, who else can join, how your money is invested, how much gets paid out to you and when, and finally who gets what’s left over when you die. This is why you are...
by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP), Solution Brief
This information sheet discusses why you need to think about what happens to your super when you die People have more and more of their wealth tied up in super. People are also keeping money in super for longer during retirement – taking a super ‘pension’ rather than...
by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), Solution Brief
A guide to what your SMSF can, and cannot, invest in. Background Superannuation is an enforced saving scheme to move toward an overall scenario where Australian workers put aside a portion of their income so that they can self-fund their retirement, rather than...
by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), Solution Brief
This Solution Brief discusses what you can do to safeguard your super benefits if you lose capacity as a member and trustee of an SMSF Planning for the unexpected is never pleasant. However, when your hard-earned super benefits are at stake, our view that it’s better...
by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), Solution Brief
This solution brief discusses your options for appointing a trustee for your self-managed super fund, and what happens if you lose mental capacity, die, or leave the country. Single member funds A self-managed super fund can have 1 member, but care needs to be taken...
