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1 Planning ...: 06 February 2017 in Category
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2 Top dos and don’ts for your estate planning ...: ... up in the right hands. Choosing an executor Anna Hacker, national manager, estate planning, at Australian Unity Trustees, believes care must be taken when choosing an executor. “Choosing an executor ...; 02 May 2019 in Planning
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3 What is tax planning? ...: ... if their income is below the tax-free threshold or they are exempt from doing so, such as pensioners. Careful tax planning may help an individual minimise their tax payable without resorting to evading ...; 31 October 2018 in Planning
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4 Pre-retirement planning and why its important ...: ... milestone that requires goal setting and careful planning to secure. However, some circumstances can derail these plans by forcing a person to retire earlier than expected. Since most people prepare ...; 19 October 2018 in Planning
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5 ‘Magic number’ for savings key to wealth planning ...: Australians often skip over a simple equation in their wealth planning, and given most are not on track for a comfortable retirement, one financial adviser is urging investors to do the maths. According ...; 11 October 2018 in Superannuation
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6 What is tax planning? ...: ... if their income is below the tax-free threshold or they are exempt from doing so, such as pensioners. Careful tax planning may help an individual minimise their tax payable without resorting to evading ...; 29 September 2018 in Tax
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7 Low-balance SMSF debate ignores estate planning ...: The focus on comparing returns between smaller-balance SMSFs and the public offer funds disregards other compelling reasons to set up an SMSF, including estate planning strategies, an industry lawyer has ...; 20 August 2018 in SMSF
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8 Planning needs of Indigenous people not being met: Trustee company ...: Barriers of access and understanding are contributing to failures to meet Indigenous Australians’ estate planning needs, a trustee company has said. “Most Australians use an accessible professional ...; 04 June 2018 in Planning
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9 Estate planning in 2018 ...: ... Centuria Life, looks at recent changes that can impact estate planning, and how investment bonds can help to ‘change-proof’ your estate plan. Change and its impact Regardless of change, nothing impacts ...; 04 May 2018 in Sponsored Features
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10 ‘Vulnerable’ Baby Boomers warned about prudent, timely estate planning ...: ... Glinac, said the sheer amount of wealth to be transferred is a reminder for Australians to ensure they have sufficient control over their estate distribution planning. “While nearly 60 per cent of Australians ...; 30 April 2018 in Planning
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11 Estate planning in 2018 ...: ... recent changes that can impact estate planning, and how investment bonds can help to ‘change-proof’ your estate plan, from Centuria Life. Change and its impact Regardless of change, nothing impacts ...; 20 April 2018 in Sponsored Features
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12 Are the super changes affecting your retirement planning? ...: Promoted by Centuria Capital Limited. If they’re not, maybe they should be, says Neil Rogan, General Manager of Investment Bonds for Centuria. Investment bonds can be a tax-effective alternative ...; 06 April 2018 in Sponsored Features
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13 Retiring? 10 tips for succession planning ...: With more than 350,000 businesses set to change hands over the next decade as their owners retire or sell up, it’s critical to plan the transition, an advisory firm has said. According to PwC modelling, ...; 06 April 2018 in Planning
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14 Top 3 retirement planning mistakes ...: A solid financial strategy can guarantee a comfortable lifestyle during retirement. Learn to avoid the most common mistakes people make with their retirement plans. Planning your retirement for a comfortable ...; 03 April 2018 in Retirement
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15 Financial planning basics ...: Having a sound financial plan is the building block for reaching financial independence. Here’s how to get started with financial planning. Achieving financial independence is an endeavour that requires ...; 26 March 2018 in Planning
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16 Cryptocurrency’s estate planning balancing act ...: The anonymity of transactions is one of cryptocurrency’s biggest drawcards, but it’s also one of the trickiest things to navigate when it comes to estate planning. According to Australian Unity Trustees ...; 09 February 2018 in Planning
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17 Seniors need help planning for retirement income ...: Life expectancy has increased by about six years since the 1980s, but Australians aren’t planning properly due to a lack of “clear direction”. That’s according to advocacy group National Seniors Australia. ...; 02 February 2018 in Planning
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18 Super contributions to become ‘great tax planning tool’ ...: With 2017’s super changes, 2018 will be the year in which superannuation comes into its own as a tax planning tool, a wealth management and accounting firm has said. HLB Mann Judd’s wealth management ...; 24 January 2018 in Tax
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19 Estate planning consequences ‘not appreciated’ in super changes ...: ... consequences apply to areas including estate planning and death benefits. “Now the industry has had time to reflect on the changes, it has recognised the enormous impact on estate planning that wasn’ ...; 12 January 2018 in SMSF
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20 Victorian assisted dying bill raises estate planning questions ...: ... Australian Unity Trustee’s national manager of estate planning, Anna Hacker told Nest Egg that because the legislation requires that the person seeking doctor-assisted euthanasia has the mental capacity ...; 24 November 2017 in Planning

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Anonymous - This is nonsense. The dividend imputation and CGT changes will have pervasive effects.....

Peter Stewart - Perhaps the above statement about wealth tied up in the family home may lead to greater use of the Pension Loan Scheme post the 1st July new launch....

How Australians are ... - 1 week ago.

TRC - So as Shortons Nett wealth is 61 million, I would imagine he would not be happy about this either as it will hit him too being the top end of town and all......

This popular tax str... - 1 week ago.

Anonymous - My 94 y.o. mother is a self funded retiree and never has had any superannuation. Fully franked dividends account for 99% of her $41,000 taxable.......

Franking credit chan... - 1 week ago.

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