Solution Brief: Individual or Company Trustee? (SMSFs)

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...

Solution Brief: Why you need to update your SMSF Deed

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...

Solution Brief: Super and your estate planning

by Ico Ho | 6 - Build and protect your wealth (including trusts), 8 - Pass on your wealth (including EP), Solution Brief

It’s official: super isn’t part of your estate.  A recent Federal Court Decision highlights the risk of failing to consider one of your biggest assets – your super – as part of your estate plan. The recent Federal Court Decision in Stock (as Executor of the Will of...

Solution Brief: Buying Property

by Ico Ho | 7 - 277, 7 - 282, 7 - Deal with your real estate (property law), Solution Brief

People enter into contracts for the sale and purchase of property frequently  However, if you are not familiar with the legal and procedural requirements, you may miss out on valuable opportunities and benefits, including:   Tax benefits: Certain property holding...

Solution Brief: Land subdivisions

by Ico Ho | 7 - 277, 7 - 282, 7 - Deal with your real estate (property law), Solution Brief

Dividing a parcel of land into two or more separate titles can be great way to improve the overall value of your investment. Set out below are the key steps in this process.  Contact your Council and prepare a ‘Plan’ First you will need to get a copy of...

Solution Brief: Property Investment Structures

by Ico Ho | 7 - 277, 7 - 282, 7 - Deal with your real estate (property law), Solution Brief

The “how” of purchasing an investment can be almost as important as the “what”  The most suitable vehicle for acquiring an investment property will depend on a number of tax and non-tax considerations, including how the investment is funded, the tax impacts of...