Tax Talks

94 | Revocable Trusts

Section 102 of ITAA36 about revocable trusts is an anti-avoidance provision. Paul Mackenroth of Cleary Hoare in Brisbane will explain why you should avoid revocable trust territory.

93 | New Safe Harbour for Directors

The new safe harbour for directors will change the insolvency culture in Australia. Ben Sewell of Sewell & Kettle has worked a lot around insolvency and perfect to ask for more details.

92 | Phoenix Activity

Phoenix activity is a common phenomenon in the Australian tax ecosystem. It is something everybody has heard of in the insolvent space. But what is it? In this episode Ben Sewell of Sewell & Kettle will walk you through the ins and outs of a phoenix activity.

91 | Trust Structure

Choosing the right trust structure is an important step to effectively manage and administer wealth. Here is Paul Mackenroth of Cleary Hoare with more.

90 | Set Up a Discretionary Trust

When you want to set up a discretionary trust, how do you actually do that? Who needs to be involved and who does what? Paul Mackenroth of Cleary Hoare in Brisbane is a trust lawyer and kindly offered to walk us through the process.

89 | Duties of Trustees

A trust is a fiduciary relationship between the trustee and beneficiary over trust property. And that relationship is defined by rights and duties - or to be more precise by the duties of trustees. Paul Mackenroth of Cleary Hoare in Brisbane will walk us through the details.

88 | TRIS to Retirement Phase

When moving a TRIS to retirement phase, does it matter when you notify the trustee? Meg Heffron of Heffron SMSF Solutions has the answer.

87 | When a Member Dies

When a member dies, there is a lot to deal with in the aftermath - including the member's SMSF. Here is Meg Heffron with the details.

86 | Bring-Forward Rule

The bring forward rule for non-concessional contributions now needs to work around the TSB. Meg Heffron of Heffron SMSF Solutions will tell you more.

85 | How To Maximise ECPI

To reduce tax you need to maximise the exempt current pension income (ECPI). Melanie Dunn will tell you how.