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| Legal Title - Who Should Own The Family Wealth? | Are You Putting Your Family At Risk? | Contribution Rule after 65 | Fixed vs. Variable Home Loans | PIS Conference - Las Vegas |
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Legal Title - Who Should Own The Family Wealth? Whether it’s buying the family home, or buying wealth-producing assets, one of the most overlooked areas and least considered questions is “whose name should go on the title deeds ?” It’s our experience that most people don’t really give the issue full consideration and simply go for the “joint ownership” default option. This approach could spell disaster further down the track. Click here for more » |
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Are You Putting Your Family At Risk? Are you putting your family at risk? 1 in 3 Australians say a lack of understanding is a reason for them not having life insurance. Over half believe they do not need it. If you are in the half that think they don’t need insurance, here’s some scary statistics for you to think about … Click here for more » |
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| Contribution Rule after 65 The good news for those who are over 65 and still working is that you can continue to make personal contributions towards your Self Managed Superannuation Fund. However the only catch is you must pass an over 65 work test. |
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| Fixed vs. Variable Home Loans It is a perplexing matter to consider in the wake of
steadily growing inertest rates: do you choose the fixed or
variable home loan option? Unfortunately there is no easy
answer. |
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| PIS Conference - Las Vegas The conference contained presentations by many high calibre speakers. In particular, Dr Quincy Krosby’s presentation on the sub-prime crisis and Bruce Johnstone’s look at the ongoing US housing crisis were very relevant and informative. Equally impressive were the presentations on the new opportunities for Capital Gains Tax strategies for businesses by Richard Friend. The conference also gave us an opportunity to network with like minded professionals whose goals are providing clients with proactive and timely advice. |
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Available from 1 July 2008 With the new financial year beginning 1 July, we will have the documents below available for your information. You can access the information after 1 July by either downloading it from our website, or by contacting us and arranging for it to be to faxed or mailed to you.
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This newsletter is provided for general information only. Before taking any specific action please contact your Prime Partners advisor on 02 9879 7005 or service@primepartners.com.au |
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