Capital Protection Archive

Living Estate Planning

A trust is a separate legal entity which holds assets, such as property or cash. and have a number of advantages, particularly from an asset protection perspective. They are very popular structures which are often set up by people during their lifetime.

Tax

April is a vital month for tax and superannuation planning. With 9 months of the financial year locked away significant trends or changes from the previous financial year will be well established.

Property

When you decide to purchase an investment property there are a couple of important things you need to do before heading off to the agent and signing the contract! It is important to have look at all your structure options with your accountant, including discussing whose name you want on the contract.

Property

There are 5 major ownership structures in which you can hold investment properties, and each one has its pro’s and con’s. The fifth and final article is on investment property held in SMSF’s, not a structure that is to be taken lightly, but one that can be very advantageous for the right investor.

Property

There are 5 major ownership structures in which you can hold investment properties, and each one has its pro’s and con’s. My fourth article delves into a slightly more complex ownership structure of a Trust – an excellent structure for tax and capital protection.

Property

There are 5 major ownership structures in which you can hold investment properties, and each one has its pro’s and con’s. Tenants in Common is another ownership structure which can be used to maximise tax advantages and capital protection.

Living Estate Planning

Family trusts have many advantages, one of these being the ability to distribute business profits to your children. This is a popular strategy which can be used to reduce your overall tax liabilities at year end.

Tax

I heard a horror story the other day about poor structuring. Let’s just call this person Wayne Structureless for simplicity. Wayne has shares in a very profitable small business in his own name.

Property

There are 5 major ownership structures in which you can hold investment properties, and each one has its pro’s and con’s. In this first article we will be looking at Individual Ownership.

SMSF

When preparing your investment strategy for the superfund you are required to consider whether to hold insurance cover for each member of your SMSF.

Living Estate Planning

When we think about estate planning we often believe that if we have prepared a will then we have done enough, or at the very least we have done something!

Tax

A Fair Work Ombudsman v Step Ahead Security Services Pty Ltd & Anor [2016] FCCA 1482, (“the Company”) found the director Mr Jennings, personally liable for the Company’s failure to pay their employees in accordance with the relevant modern award.

Why you landed here

Phillip Anthony Partners joins Paris Financial East Melbourne

We are pleased to share that the team at Phillip Anthony Partners have merged with Paris Financial. Our team at Paris Financial can provide you with a large range of quality financial services with over 65 people located across two convenient locations in Blackburn and East Melbourne.

Paris Financial shares the same philosophy as Phillip Anthony Partners of providing a value focused and high quality service for each of our clients. We look forward to assisting with your accounting needs.