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Listen "Death & taxes: What happens to your family trust when you die? (+ NVIDIA $4T!)"
Episode Synopsis
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss investing through bucket companies, estate planning with complex entity structures, and answer listener questions about investment bonds vs company investing for children's education and offset account strategies in retirement!
Chapters (approximate)
(00:00) Introduction
(03:01) James' Interesting Shirt
(05:20) NVIDIA's Huge Valuation
(10:27) Investing in Bucket Companies
(20:01) Complexity of Estate Planning
(23:06) Investment Bond vs Company Investment
(27:23) Offset Account for an Emergency Fund
Topics covered today:
– Investing in bucket companies (Pty Ltd) - tax benefits, drawbacks, and alternative investment structures
– Planning for death with complex entity structures - how family trusts and Pty Ltd companies work on death
– Superannuation distribution on death - how super is paid out and managed
– Getting the next generation involved in wealth planning and family structures
– The role of an adviser in helping navigate complex estate planning with multiple entities
– Offset account strategy in retirement and two different views on offset accounts
Resources for this episode
Ask a question (select the Retirement podcast): https://bit.ly/R-quest
Rask Resources
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
#retirement #australia
Learn more about your ad choices. Visit megaphone.fm/adchoices
Chapters (approximate)
(00:00) Introduction
(03:01) James' Interesting Shirt
(05:20) NVIDIA's Huge Valuation
(10:27) Investing in Bucket Companies
(20:01) Complexity of Estate Planning
(23:06) Investment Bond vs Company Investment
(27:23) Offset Account for an Emergency Fund
Topics covered today:
– Investing in bucket companies (Pty Ltd) - tax benefits, drawbacks, and alternative investment structures
– Planning for death with complex entity structures - how family trusts and Pty Ltd companies work on death
– Superannuation distribution on death - how super is paid out and managed
– Getting the next generation involved in wealth planning and family structures
– The role of an adviser in helping navigate complex estate planning with multiple entities
– Offset account strategy in retirement and two different views on offset accounts
Resources for this episode
Ask a question (select the Retirement podcast): https://bit.ly/R-quest
Rask Resources
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
#retirement #australia
Learn more about your ad choices. Visit megaphone.fm/adchoices
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