Division 7A Loans refer to post 4 December 1997 transactions that are treated as dividends made by a private company to, on behalf of, or for the benefit of, a shareholder or associate for the purposes of the Income Tax Assessment Act 1936. The transactions that are caught under the provisions of the Act are […]
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RobertsLaw recommends you meet with one of our estate lawyers to find out if a Testamentary Discretionary Trust (a sophisticated Will) could meet your needs. A properly constructed TDT can: create separate trusts for different assets; help reduce impact of taxation; protect inheritances for children of a first and/or second marriage; secure the financial future
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We held our annual “Your Legacy Matters” seminar in February this year, which was a great success. If attending this seminar interests you, please contact our office for more information.
Your Legacy Matters Seminar Read More »