tax law

  • Special Disability Trusts (SDT) – Tax Treatment Issues

    Posted by

    Since 2006, families have been able to establish an SDT to provide for the current and future care and accommodation needs of a family member with severe disability (the "principal beneficiary"). SDTs attract social security means test concessions for the eligible contributors and the principal beneficiary.

    Read more

  • The ‘Magic Pudding' does exist

    Posted by John McKell

    We recently provided tax advice to a financial advisor on the restructure of a business owned by a husband and wife client which resulted in significant savings. The couple, each aged 55, had during their working life run a small business using a family trust and owning their business premises.

    By working closely with the client’s financial advisors, we were able to have the client:

    Read more