Finance News

From the monthly archives: September 2013

We are pleased to present below all posts archived in 'September 2013'. If you still can't find what you are looking for, try using the search box.

5 Tips For Holding Art In Your SMSF

Posted on Thursday, September 26, 2013
Trustees of Self-Managed Superannuation Funds (SMSFs) looking to diversify their investment strategy may consider artwork as a viable alternative asset class.  Artwork for such superannuation purposes includes paintings, sculpture, drawings, engravings, photographs and reproductions. Read the rest of entry »

What Is A Trustee?

Posted on Thursday, September 26, 2013

An individual or organization which holds or manages and invests assets for the benefit of another. The trustee is legally obliged to make all trust-related decisions with the beneficiary's interests in mind, and may be liable for damages in the event of not doing so. Trustees may be entitled to a payment for their services, if specified in the trust deed. In the specific case of the bond market, a trustee administers a bond issue for a borrower, and ensures that the issuer meets all the terms and conditions associated with the borrowing.

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Good Debt & Bad Debt

Posted on Monday, September 16, 2013

Unproductive debt can be an enormous drag on your ability to grow wealth, but not all debt is bad. Used well, borrowing to invest can help you create a larger portfolio sooner. Here’s how to make good debt work for you as you approach retirement.

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Wills With and Without Testamentary Trusts

Posted on Monday, September 2, 2013
Some clients need Wills with testamentary trusts, some do not. We always tailor our advice to suit the client and prepare Wills accordingly. Following are some scenarios where clients did not need Wills with testamentary trusts. Read the rest of entry »

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