by Ico Ho | 6 - 288, 6 - Build and protect your wealth (including trusts), Solution Brief
A ‘unit trust’ is a commonly used structure for ‘pooling money’ and holding investment assets, particularly property. They are sometimes used for carrying on a small business, but this is less common. What is a unit trust? A ‘trust’ is a legal relationship between at...
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 | About Us, Marketing, Newsletters, Resources
Australians are prolific email readers. Or at least, that is what the latest Campaign Monitor (CMO) Email Marketing Benchmarks report seems to suggest. The report found that on average, Australians open more emails than comparative records show for the US, UK, Europe,...
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...
