by Ico Ho | 6 - 371, 6 - Build and protect your wealth (including trusts), Booklets
Below is Chapter 2 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility...
by Ico Ho | 5 - 368, 5- Get your finances in order (loans, leases and security), 6 - 374, 6 - Build and protect your wealth (including trusts)
From the day you set up shop, you must think about two things: limiting your liability if things go wrong and protecting your assets. As part of a risk management and asset protection strategy, we recommend you separate your business risk from your assets and conduct...
by Ico Ho | 6 - 370, 6 - Build and protect your wealth (including trusts)
Are you thinking of buying a commercial property in your self-managed super fund (SMSF) and using that property in your business? If so, there are a few things to think about. A common frustration experienced by business owners is not being able to use their super...
by Ico Ho | 5 - 368, 5- Get your finances in order (loans, leases and security), 6 - 374, 6 - Build and protect your wealth (including trusts)
It is quite common for a business owner to provide a personal loan to their business to fund working capital demands, capital purchases and expansion plans. This may be because you have some spare cash, you have exhausted your business funding lines, or just because...
by Nicholas Walsh | 6 - 288, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP)
Discretionary or family trusts are often used by Australian family business owners seeking to separate business risk from their personal wealth. When the controller of the trust dies, the assets in the trust are not dealt with as part of their Will. What happens to...
by Ico Ho | 6 - Build and protect your wealth (including trusts), Booklets, Resources
Below is Chapter 4 of our ‘Controlling a Family Trust When You Die’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – Who controls your family trust? Chapter 2 – How do you give ‘fixed...
