WE. Insights
Tax & Structures
What changed, who it affects and what deserves a decision rather than a reaction. Written by our advisers for Australian families, business owners and retirees.
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Wills and Testamentary Trusts
Introduction Having a solid Will in place is crucial if you want your estate assets to be distributed according to your wishes.…
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Understanding the Significance of the SMSF Trustee Declaration
Navigating the SMSF Trustee Declaration: A Comprehensive GuideSetting up or becoming a part of a Self-Managed Superannuation Fund (SMSF) involves a plethora…
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Using the Contributions Holding Account for 30 June Tax Planning
When the Australian Taxation Office (ATO) introduced interpretative decision ATO ID 2012/16 (though it’s since been withdrawn, it’s still pertinent) and Tax…
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A Simple Guide to Special Disability Trusts
For parents or relatives of individuals with disabilities, figuring out who will take care of them after they’re gone can be tough.…
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Will you pay tax on your Total and Permanent Disability (TPD) claim?
Will you pay tax on your Total and Permanent Disability (TPD) claim? Answer: The TPD claim itself is not taxable, however, the…
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Small Business CGT Retirement Exemption Explained Simply
If you are a small business owner considering utilising the capital built up in your business for retirement funding, there are two…
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Exploring Small Business CGT Concessions for multiple business owners.
In this comprehensive guide, we will explore the intricacies of these concessions, specifically addressing the complexities that arise when dealing with multiple…
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What exactly is a bucket company, and why should you use one for your business and investment struct
A bucket company is a tax-efficient and strategic structure that businesses can use to maximise profits and structure their business and personal…
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The Government has announced that they intend to change to tax concessions on certain superannuation
The Government has announced that they intend to change to tax concessions on certain superannuation accounts if you have a total super…
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Do you pay land transfer tax between family members?
When transferring property to a family member, you should be aware of the costs you may need to consider. This can include…
General advice warning. These articles are general information only and do not take into account your objectives, financial situation or needs. Each reflects the law at its publication date. Seek personal advice before acting. Wealth Effect Group (CAR 424768) and Andre Dirckze (AR 395157) are Authorised Representatives of Boston Reed Pty Ltd, ABN 89 091 004 885, AFSL 225738.