2018/19 Federal Budget analysis

by Leanne Spiteri Tax, Superannuation, Business & Enterprise

Watch Mutual Trust’s short analysis of the 2018/19 Federal Budget. On Tuesday, 8 May 2018, The Federal Treasurer, Mr Scott Morrison, handed down his third budget (the Turnbull Government’s second of its three-year term), focussing on restraining expenditure, improving the …

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To be frank

by Maria Lui Superannuation

On 12 March 2018, the Opposition Leader, The Hon Bill Shorten MP announced that a Labor government would abolish cash refunds for excess dividend imputation (franking) credits. Mr Shorten said the policy, with a financial impact of $5.6 billion in …

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Three key challenges facing wealthy Australian families

by Jeff Steiner Families

Market research tells us that nearly 70% of intergenerational wealth transfers fail by the third generation and almost 90% by the fourth. These are compelling statistics which have become top of mind concerns for many families as they plan their …

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How a governance framework assists in managing market volatility

by Jono Gourlay Investment

How did you feel during the equity market sell off in February? Do you have an appropriate investment strategy in place that is specific to your family’s needs and wants? Do you have a robust investment governance framework in place …

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Go slow to go far

by Michelle Gortan Philanthropy

The most successful enterprises, whether they’re companies or families, make a concerted effort to capture and articulate what is at their core. Taking the time to discover what drives you and your family is an investment worth making. Late last …

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Farm hand: help those helping you with five fringe benefits

by Grahame Barber Tax

The Fringe Benefits Tax (FBT) year concludes on 31 March, which serves a reminder (or an opportunity) to review employee remuneration strategies. The agriculture industry in particular has some of the most generous concessions available. Many Mutual Trust clients have …

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Global equities – Keep calm and carry on

by Bruce Budd Wealth Management

During the first quarter of 2018, U.S Equity markets have posted both record highs and sudden troughs, including a headline-capturing bout of volatility in February, which saw major global indices post their largest monthly declines in more than 2 years. …

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Wealth & well-being: How can you help your family find happiness?

by Elizabeth Goldfinch Next Gen, Families

There is an age-old saying that money can’t buy happiness which is often heard, but just as often scoffed at. But in the book “What Happy People Know” by Dan Baker, Dan affirms that “The fact is that wealthy people …

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Interview: The benefits of a family constitution

by Brad Simmons Family Governance & Succession, Families

Brad Simmons discusses how family constitutions can enable family communication and provide decision making structures to facilitate stronger family dynamics.

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