Insights


Capital Gains Tax relief for superannuation funds

by Helen McPhee Tax, Superannuation

The Australian Taxation Office has released guidelines on the Transitional Capital Gains Tax (CGT) relief available to superannuation funds needing to comply with the new $1.6 million pension cap and recent changes to the transition to retirement rules. What do …

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The 10 most common employment mistakes in family business

by Brad Simmons Families, Business & Enterprise

There are few issues in family business that create more conflict and tension than the employment of family members. The complexities involved – and the breakdowns in communication and trust that can result – contribute significantly to the alarmingly high …

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Salary sacrificing into super to maximise your contribution cap

by Helen McPhee Superannuation

While we wait for the government to draw up legislation pertaining to the May Budget, the start of a new financial year also brings about salary reviews which can give you the chance to review available superannuation contribution strategies. While …

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Four ways our investor portal provides you with a greater understanding of your overall consolidated financial position

by Tanya Vanderpoel Private Clients, Families

Do you have access to timely, relevant and accurate portfolio information when making investment decisions? Mutual Trust has invested significant resources to develop an Investor Portal to provide families with a comprehensive and flexible dashboard to review portfolio assets and …

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Tax concessions for early stage investors

by Brendan Henderson Business & Enterprise

From 1 July 2016, changes have been made to encourage investment into early stage Australian businesses as part of a push for greater innovation in Australia. These changes offer attractive tax benefits for investors. Incentives for Early Stage Investors The …

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Federal Budget 2016

by Leanne Spiteri Business & Enterprise

Mutual Trust 2016 Federal Budget from Mutual Trust on Vimeo.

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Building a Family Office with outcomes in mind

by Jeff Steiner Families

We are often asked “so what is a family office anyway and does my family actually need one?” The short answer, as with many questions in life, is “It depends”.The question is a perfectly legitimate one – there is plenty …

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Eight questions to ask your investment advisor before taking the plunge

by Jono Gourlay Private Clients, Families

Jono Gourlay outlines some of the key criteria successful families should consider when they are selecting an appropriate advisor to manage their wealth over the long term. How do you ensure the wealth management strategy will achieve the long term …

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Tax reform and estate taxes

by Paul Hockridge Business & Enterprise

A hot topic in the tax reform debate is the reintroduction of estate taxes. We say reintroduction because Australia had such a tax until the 1970’s. It might also be said that we still have death taxes, given some of …

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