by Ico Ho | 6 - 288, 6 - Build and protect your wealth (including trusts), Solution Brief
A hybrid trust is a structure for holding investments when you want to access enhanced “asset protection” and “negative gearing”. A hybrid trust is an alternative to both a standard “discretionary” or “family” trust, which generally do not allow negative gearing in...
by Ico Ho | 6 - 288, 6 - Build and protect your wealth (including trusts), Solution Brief
When used appropriately, a Discretionary Trust offers a number of potential advantages, including: “Asset protection”, meaning that assets held within a Discretionary Trust have a degree of protection from unwarranted claims made against persons associated with the...
by Ico Ho | 6 - 288, 6 - Build and protect your wealth (including trusts), Solution Brief
What is surcharge land tax? In NSW, land tax is a tax on land you own at midnight on 31 December of the previous year. Surcharge land tax applies to residential land owned by a foreign person at midnight on 31 December of the previous year. Revenue NSW administers and...
by Ico Ho | 6 - 287, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP), VideoPosts
Join our team as we answer your FAQs about superannuation. If you want to read a written version of these FAQs, click here. To watch the rest of our Estate Planning series: The Importance of Estate Planning Wills Challenges to a Will Financial Decision Making and...
by Ico Ho | 6 - 288, 6 - Build and protect your wealth (including trusts)
There is not much in life that you can ‘set and forget’, including the trustee of your trust. In Australia, discretionary or family trusts are often used to hold investment assets or to operate small or medium businesses. They offer benefits in terms of asset...
by Ico Ho | 6 - 287, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - 267, 8 - Pass on your wealth (including EP)
We have said several times that super is not part of your estate – so you may be wondering why on earth superannuation is featuring as part of our EP FAQ series. There’s only one thing to do if you’re curious – read on! Why do I need to think...
