fbpx
1800 672 670

Our Financial Blog

Most Accountants charge for this advice – but we provide it free in our blogs.

What To Do To Set Up A Family Trust In Australia

 a     *Need help with Trust problems - contact us via the form above please.   Establishing a Discretionary Trust in Australia   A lot of cowboys out there. But establishing a discretionary trust in Australia is a strategic process that involves careful...

Which Parts Of The Trust Deed Are Important In Australia?

Which Parts Of The Trust Deed Are Important In Australia?

 a     *Need help with Trust taxations issues, please fill out the above form to contact us. Want to find out more about trust deeds and how to read them properly instead? See the brief overview below. This is of course a larger topic. If you need to take any...

Family Trusts And What You Should Know About Australian Law

 a     *There are so many things you should know about trusts. But this article about family trusts looks mostly at Australian law, covering some of the basics that folks should be aware of. Arguably, a very important aspect of trusts as the latter are legal...

Family Trusts and their differences from other trusts

    *There are so many different types of trusts. Which one to get into if you are property wins? Perhaps a high level knowledge of these trusts can shed some light? But, be careful as usual - contact an accountant (or us) before doing anything dangerous.  ...

Trust Parties: Settlor, Trustee and beneficiaries

    *Many people struggle with this. Family trusts get real technical real quick. This is something people are always asking, novices and advanced ones too. Do you know the parties in a trust? Find out below*   Trust Parties: Settlor, Trustee, Beneficiaries...

How To Use Family And Discretionary Trusts

    *Discretionary and Family Trusts are used by many people and businesses in Australia. Here's a post that may give you an idea what they are doing. But, everyone should get a good accountant to look at why first, before doing anything.*   Uses of...

Where Are Discretionary Trusts Headed & Their History

    *Discretionary and Family Trusts are an area of fascination. Here's a post that may give you an idea where it's all headed.  History is the best predictor of the future - usually*           Historical Background of Discretionary &...

The Main Features Of A Family Trust

*Please be careful. Do not assume you know enough about Family trusts/Discretionary trusts after you have read this. You still need to talk to an accountant, whether with property or not, before doing anything.*       Key Features of Family Trusts in...

A Helpful Definition Of The Family Trust

Disclaimer:  First of all, like everything else on the first page of Google, everything that we written on Family Trusts & Discretionary Trusts in Australia cannot be maintained in time for you to read. There are too many pages. Also, Google takes time to index...

A proper list of rental expenses landlords can claim.

Disclaimer:  First of all, like everything else on the first page of Google, this list is likely not maintained. Why? Google takes a while to index anything. By the time it makes there, some of it may not be relevant. That is why you need to contact your accountant or...

Additional REsources

A Few Other Resources We’ve Created for Our Customers

How Your Accountant Is Sinking Your Few Remaining Chances Today

    Most people are going to their accountants and spending 30 minutes on their return.. and think that’s enough. But what are they actually doing to save their clients hundreds of thousands in taxes in the future? When it really matters.  The choice is simple because...

Don’t Copy The Rich, Putin & Weird Tax Refunds

    Don't do what the rich are doing now.. ..Do what they did to get there." The wealthiest man I know taught me that... Spoiler alert: He was kind of wrong!   Here's what it means to you. Most property incentives are distributed by the government by: 1) reducing...

Your Blueprint To More Properties And Passive Income Too

  Very quickly, people that learn about these incentives realize that what they have heard so far, is likely true. After all, houses are going up everywhere (163, 836 houses in 2023 alone hia.com.au). The money must be coming from somewhere & most of these...

Contact Us

Want to pay less taxes AND find out whether you are actually sitting on hidden pot of gold?

1 800 672 670

5 Melva Court, Sydenham, VIC 3037

All Week (Incl. Weekends) : 9.30am-5.30pm