Articles Library
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Dividend Imputation and Franking Credits
What is dividend imputation? When shareholders receive dividends, they are receiving a distribution of the pre-tax profits of the company.
Unit Trusts
This article on Unit Trusts specifically addresses trust structures used – in the public realm, by investors seeking to pool
Life insurance products
Life Insurance Products for Personal Risk Insurance Life insurance products are designed to provide financial security for you and your
Testamentary Trust benefits in estate planning
Estate Planning strategy Testamentary trust benefits in estate planning are extensive. They range from flexibility for the testator; to clarity
Annuities underpin retirement income
Annuities underpin retirement income – and the certainty of that income – for many investors/ retirees: but what are annuities;
Business Expense Insurance
Business expense insurance – an income stream to cover recurrent business costs Business Expense Insurance allows you to insure recurrent
Spouse Superannuation Contributions Tax Offset
The Spouse Superannuation Contributions Tax Offset helps spouses build the superannuation accumulations in eligible circumstances. A spouse contribution refers to
SMSF Trustee obligations
(Duties and Responsibilities) SMSF Trustee obligations can be onerous. If they are attended diligently there shouldn’t be any adverse issues
SMSF Superannuation Administration matters
SMSF Superannuation Administration matters SMSF Superannuation Administration matters for a whole range of reasons. The overarching key one is that if
Interest Rate Fixing
Is interest rate fixing worthwhile? Accountants, bankers, financiers and financial planners are often asked whether interest rate fixing is ‘the
Strategic investment criteria exposed
Investment Markets and Investor Behaviour: The strategic investment criteria of any investor, will reflect their individual investment philosophy. Readers who
Income Protection Insurance explained
As with all personal risk insurance products, there is a need to understand what risk is being outsourced to insurers.