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Advice on starting an advice business 27 Aug 2013 | 12:13 pm
Like a few people that have posted on this site, I'm looking to start an advice firm. As controversial as it sounds, this will be my first role as a financial adviser, though I have been working for ...
Pinnacle Diploma of Financial Planning - Stream A 26 Aug 2013 | 05:12 am
Hi, I've just started the Diploma of Financial Planning - Stream A through Pinnacle. Is there anyone out there that is currently doing this course or recently completed it? I wouldn't mind some guid...
AMP Horizons interview stage 23 Aug 2013 | 07:10 am
Hi, I'm about to have my second phone interview with horizons recruitment after I completed their online assessment and was wondering if anyone has had experience with horizons and could give me tips...
Future Planning - Family Trust 22 Aug 2013 | 05:15 am
As a young married couple, we have a Family Trust set up that currently has a commercial investment property that has no money owing on it. It is currently tenanted out and earning an ok rent return. ...
PPOR to IP: Requirement for depreciation schedule 21 Aug 2013 | 08:31 pm
Hi All, I hope someone can help me regarding the requirement for a depreciation schedule. I am purchasing my first property and will be aiming to make use of the six year rule of CGT exemption. I've ...
transfer of house to son 21 Aug 2013 | 07:19 am
I am a self funded retiree on a rapidly diminishing nest egg. I have a small second property where my son currently lives. He is on a disability support pension and I would like him to have the house ...
Lump Sum or Pension 19 Aug 2013 | 05:28 pm
Hi all, For an SMSF member who is over 60, fully retired and in Pension Mode, is there any difference between a Lump Sum payment and a Pension payment? Sorry if this question is dumb, but I've been ...
Continuity of business test re carried over losses 19 Aug 2013 | 07:30 am
Hi Quick question re continuity of business test. We understand that in order for a company to offset carried-over losses against income, either the 'continuity of ownership' test or the 'continuity...
FBT - easiest way to handle 19 Aug 2013 | 07:22 am
Hi Quick question re FBT. What is the simplest way to deal with FBT if a log book has been kept and the log book shows 90% business use (ie 10% private use) on less than 10,000 km per year. For exam...
Name Changes 17 Aug 2013 | 04:52 pm
Hi Guys, Have a two part question If a company name is changed does the trust deed need to then be updated if the company is the trustee of the trust? Is it possible to change the name of a discret...
