Highly beneficial

Laurence, Michael
March 2006
BRW;3/2/2006, Vol. 28 Issue 8, p76
Trade Publication
The article discusses the use of super funds as a finance strategy for family trust distributions. The strategy is created for non-working beneficiaries of discretionary trusts, as it helps them attain three personal finance aims yearly until age 65, including no payment of tax distributions, large tax funds receiving, and making of large, highly tax-effective super contributions. The strategy acts upside down the discretionary trusts strange tactic of cutting family tax obligations.


Related Articles

  • Splitting wealth has tax advantages. Tippins, Mark // Southeast Farm Press;12/5/2007, Vol. 34 Issue 27, p33 

    The author discusses the unlimited marital deduction and the benefits it offers. He also talks on the importance of establishing and funding a trust, the Family Trust and the Spousal Trust, to create an estate plan. It aims to leave the maximum amount in the Family Trust share and give...

  • Trust But Verify. Shenkman, Martin M. // Financial Planning;Apr2013, Vol. 43 Issue 4, p43 

    The article offers information on the planning strategies to manage the possible challenges caused by the changes in trust investment rules. It states that it is possible to distribute income into a lower-bracket to avoid the 3.8% Medicare tax and the higher marginal income tax. It mentions that...

  • Family ditches slumping stocks for booming bricks. Coffer, Adam // Estates Gazette;10/25/2003, Issue 343, p32 

    Reports on the decision of the Windsor Trust & Developments family trust to sell its shares to launch a property investment campaign. Beneficiary of the New Jersey trust; Spendings of Windsor on retail property; Retention of Cushman & Wakefiled Haeley & Baker as its adviser.

  • THE TOP 10 FUNDS OVER FIVE AND THREE YEARS.  // Money Marketing;5/29/2003, p57 

    Lists the top ten funds and trusts in Great Britain over five and three years. Unit trusts; Building societies; Fund ratings.

  • Fund firms and life offices fear baby bond ban. Duncan, Chris // Money Marketing;12/5/2002, p3 

    Reports on the decision of the Treasury concerning the banning of fund firms and life offices from offering child trust funds in Great Britain. Response of the Investment Management Association; Role of mutual funds in the bonds.

  • SAMUEL SMILES.  // New Statesman;06/05/2000, Vol. 129 Issue 4489, p40 

    Focuses on some issues in Scotland in June 2000. Failure of the Prince's Trust, public badge of the civic virtue of His Royal Highness, the Prince of Wales; Avoidance of Ofex shares by fund managers.

  • Decision to Impact Share Classes. LEVAUX, JANET // Research;Jun2013, Vol. 36 Issue 6, p10 

    The article focuses on the decision of the Ninth District Court for the Central District of California for a court case Tibbie v. Edison International which discusses the obligations of fiduciaries for selecting the plan of mutual-fund.

  • Trustees want off the hook. Anand, Vineeta // Pensions & Investments;4/28/1997, Vol. 25 Issue 9, p17 

    Reports that New Jersey Teachers Pension and Annuity Fund trustees are seeking to be relieved of the responsibility for the $17 billion-plus fund if there are unable to hire outside lawyers to settle a dispute with Governor Christine Todd Whitman. Factors leading up to the request being made;...

  • A great 2009 for unit trust funds.  // Finweek;1/28/2010, p53 

    The article reports on the unit trust's strong financial performance in South Africa in 2009.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics