What is negative gearing? Negative gearing occurs when the expenses associated with an investment, including interest on the money borrowed,

Defining ‘beneficiary’ for purposes of this article A beneficiary is a person who has a legal right to the use

Superannuation death benefits are payments made by the trustee of a superannuation fund following a member’s death. They include all

What is an allocated pension? Allocated pensions are simply accounts within superannuation funds that pay you regular pension payments. Within

Capital gains tax (CGT) is a tax payable on the increase in the capital value of investments when a CGT

The Capital Gains Tax small business concessions apply to provide a measure of CGT relief on the disposal of certain assets by

What is dividend imputation? When shareholders receive dividends, they are essentially treated as having received a distribution of the pre-tax

This article on Unit Trusts specifically addresses trust structures used – in the public realm, by investors seeking to pool

Estate Planning strategy Testamentary trust benefits in estate planning are extensive. They range from flexibility for the testator; to clarity

Annuities underpin retirement income – and the certainty of that income – for many investors/ retirees: but what are annuities;

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