A checklist of a few items to examine further, before year-end.
Similar alerts apply to businesses and individuals, but in addition is the expectation that trust distribution resolutions have been made and there is some evidence that decisions have been made.
Are there any beneficiaries who will turn 18 during the year and become potential beneficiaries? If so, we need to know because it is necessary to notify the Australian Taxation Office very quickly.
The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
