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 - 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 - 288, 6 - Build and protect your wealth (including trusts)
Trusts have long been an essential tool in estate planning and wealth management in Australia. They offer a flexible way to hold and distribute assets while providing tax benefits and asset protection, but all good things come to an end, and each trust has a vesting...
by Ico Ho | 6 - 287, 6 - 288, 6 - 289, 6 - 290, 6 - 291, 6 - 320, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - 265, 8 - 266, 8 - 267, 8 - 330, 8 - 339, 8 - 61, 8 - Pass on your wealth (including EP), Solution Brief
Your estate planning documents are the key to ensuring your estate is managed smoothly and in accordance with your wishes. This covers the time from when you may lose your mental capacity, to after your death when your estate passes to the people you have selected to...
by Ico Ho | 6 - 287, 6 - 288, 6 - 289, 6 - 290, 6 - 291, 6 - 320, 6 - Build and protect your wealth (including trusts), Solution Brief
Testamentary Trusts come in all shapes and sizes. From the very simple, to the super sophisticated. We discuss some of the more common options you may wish to consider for your Testamentary Trusts below. Beneficiary or ‘independent’ Trustees The ‘Trustee’ is the...
by Ico Ho | 6 - 287, 6 - 288, 6 - 289, 6 - 290, 6 - 291, 6 - 320, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - 265, 8 - 266, 8 - 267, 8 - 330, 8 - 339, 8 - 61, 8 - Pass on your wealth (including EP), Solution Brief
This Solution Brief discusses the key considerations for choosing the Executors and Trustees for your Will. Your Executors are the people who will take care of your wealth after you have died. Their tasks include locating your Will, finding out what assets and...
