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The Knowledge Bank - Vol 7
February 09, 2012
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Changes to Superannuation Nov 11
December 21, 2011
The Government released a mini budget on the 29th November 2011, which included some key changes for superannuation taking effect in the 2012/13 financial year.
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Reversionary Pension September 11
December 21, 2011
The ATO recently clarified that a superannuation pension is considered to have ceased on the death of the pensioner. The implication is that if a benefit is paid as a lump sum to beneficiary/ies capital gains tax could apply to the payment. This strategy paper looks at ways to manage this risk.
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10% Rule - May 2011
December 21, 2011
For those receiving income as both an employee and in a self employed capacity, forward planning can be vital to ensure that you maximise personal deductions.
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2011 Federal Budget
May 11, 2011
The 2011 Federal Budget was handed down last night with the government stating its focus on job creation and a return to surplus by 2012/13. This technical update provides a broad overview of last night's announcements with a focus on areas which may impact on Entrust's clients.
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Concessional Contributions from July 2012
April 14, 2011
Under the current rules, from July 1st 2012, those aged over 50 will be limited to concessional contributions of $25,000 per annum.
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Market Update - March 2011
March 22, 2011
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The Knowledge Bank - Vol 6
February 07, 2011
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The Knowledge Bank - Vol 5
December 21, 2010
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Superannuation Contribution Splitting
December 16, 2010
The ability to split superannuation contributions with a spouse may be coming back into vogue following the budget announcement relating to the potential extension of the $50,000 concessional contribution cap for members over 50 years old.
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The Knowledge Bank - Vol 4
October 31, 2010
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Insurance in Superannuation
September 29, 2010
Personal insurance is a risk management tool used within a financial strategy to reduce the financial impact of unexpected events. The use of superannuation as a holding vehicle for personal insurance can be very effective, however, there are aspects to be mindful of following the changes to superannuation rules over the last few years.
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Family Tax Benefit
September 29, 2010
Although many families potentially qualify for Family Tax Benefits they fail to take advantage, believing they aren’t entitled or if they were, it would be paid automatically. In this article we look at eligibility and payments for Family Tax Benefit Part B.
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Maximizing Personal Contributions to Super
September 23, 2010
The 1st of July 2007 saw the introduction of the Government's contribution caps to superannuation. These caps however, allowed for eligible individuals to make up to 3 years worth of annual personal contributions through the "Bring Forward Provisions". For those that fully utilised the Bring Forward Provision in its year of introduction, the restriction on further personal contributions over the following years has now passed providing an opportunity to revisit this strategy.
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The Knowledge Bank - Vol 3
August 01, 2010
Catch up with Entrust Private Wealth Management and discover what they've been talking about in July.
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Market View
May 27, 2010
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The Knowledge Bank - Vol 2
May 20, 2010
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The Knowledge Bank - Vol 1
April 15, 2010
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