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Wealth Vehicles
By Dejan Pekic BCom DipFP CFP
Senior Financial Planner

Family Discretionary Trust 

If you are using a trust structure as a wealth vehicle and if you have a company as one of the beneficiaries then last weeks decision by the Australian Taxation Office to treat unpaid distributions to company beneficiaries as a loan will require a review. 

At Newealth we are always looking to innovate and improve our ongoing services wherever possible and if you have any ideas or comments, please feel free to email me via ‘Contact Us’ at www.newealth.com.au or to call me on +61 2 9267 2322.



16th-June-2010
 
        
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