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...
by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), Solution Brief
Holding your life insurance policy through your super fund is not always as “tax-effective” as you may think. You need to think past the “deduction” for premiums. The good news Funding life insurance premiums through super can be tax effective because concessional...
by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), Solution Brief
We often get asked whether it is better to have a ‘company trustee’ or ‘individual trustees’ for a self-managed super fund. This question gets asked both when we are setting up a new super fund, and when we are reviewing an existing super fund. In our view, the short...
by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), Solution Brief
The Government just can’t help itself but tinker with super. Our courts then need to interpret what it all really means, so we know exactly what we can and can’t do. Put simply, super never stands still. But it remains worthwhile hanging in there, because you can...
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...
