Personal and Asset Protection
In what can be a sad and challenging time, we answer some of the questions we get asked when an SMSF member dies. Click here for more.
Giving kids cash for Christmas isn’t a cop out when you teach them how to invest and save wisely. For help, call Modoras on 1300 888 803.
Been wondering whether you should choose interest only or principal & interest repayments on your home loan? Take a look here to see which one is best for you.
Superannuation is an important part of Estate Planning, but did you know that it doesn’t form part of your estate when you pass away? Get the information you need here to make sure your wishes are respected and your super is distributed the way you intend.
Have you thought about insuring the most important asset in your life – your ability to earn income. Income Protection Insurance provides income cover if you are sick or injured and unable to work. Here at Modoras, we take a holistic view of your personal insurances. Invest in peace of mind. Read more here to see how Income Protection can help you.
Federal Budget 2018: Other Proposals Federal Budget 2018 Initiatives: Other Proposals Tax integrity measure for testamentary trusts Effective 1 July 2019 Concessional tax rates for minors receiving income from a testamentary trust will be limited to income derived from assets transferred from a deceased estate or proceeds from the disposal or investment of those assets. This initiative is designed to prevent minors from obtaining the benefit of adult marginal tax rates on a high amount of income. Created by transferring assets that are unrelated to a deceased estate into a testamentary trust.
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