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Publications and Documents:
Adviser Tips:
Adviser Updates:
Individual Updates (Most Recent First): Partnership and Trust Loan Accounts Effect of Debt Reduction Cover on Buy/Sell Cover Tax Treatment of Self-Ownership Agreements Vested and Indefeasible Interest Simplifying the Valuation Issue Simple or Complete Succession?
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"Geared Premium Funding"
It may be possible to obtain most of the benefits of Super Fund Ownership of Personal Cover by owning the Cover outside the Superannuation environment, borrowing the Premiums and repaying them out of the Member's retirement benefit ("Geared Premium Funding). This avoids the Premium being paid out of "after-tax dollars". However, equally importantly, it ensures that there is no tax payable with respect to the Insurance Proceeds (whether or not they are paid to a Dependant). More information can be found here.
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Adviser Tip The One Page Strategy is designed to help you simplify Succession Planning. It helps you understand your needs, it helps you quantify them, it helps you cost them, and it helps you prioritise them.
Please contact us to arrange a meeting or teleconference.
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