Understanding SMSF Rules For Your Retirement

retirement

Planning for retirement is a big deal, especially when you want more control over where your money goes. That is where a self-managed super fund (SMSF) might come into play. Running your own super fund means you make the choices, but it also comes with strict rules that are not optional. If it sounds like […]

Employee Shares paid into Discretionary Trust – Reducing Future Capital Gains

Employee Shares paid into Discretionary Trust – Reducing Future Capital Gains

ESS Interests & Employee Shares paid into Discretionary Trust If your employer allows, your employee shares/options could be directly paid into a discretionary trust that we set up for you (or that you provide). Our method of setting up a discretionary trust saves $500 in New South Wales Stamp Duty – so we recommend you […]