To Fix or Not to Fix
Discover the key differences between “fixed”, “non-fixed”, and “special” unit trusts and their impact on tax and land tax benefits. […]
Peter Johnson, current as of: 31 March 2020.
In this video, Peter Johnson, SMSF Services Director, covers the latest requirements for SMSF deeds and strategies to reduce and eliminate death benefit taxes.
Download the slides here. Slides from the previous presentation on Reversionary Pensions and BDBNs, as mentioned, can be found here.
Discover the key differences between “fixed”, “non-fixed”, and “special” unit trusts and their impact on tax and land tax benefits. […]
With ongoing industry attention, discretionary trusts have been central to discussions on risk management for trustees and advisors. Watch our webinar to ensure you stay updated on recent shifts and gain the necessary tools to maximise trust outcomes for your clients. […]
From 1 February 2024, increased duty is payable for discretionary trusts, SMSFs and LRBAs in New South Wales. […]