50 Up
Fifty ways financial planners can save tax.
- 01 – Tax is a state of mind
- 02 – Dover’s approach to tax advice
- 03 – The general idea
- 04 – The need for tax warnings in SOAs
- 05 – Dealing with the ATO
- 06 – Tell the truth, and all the truth…
- 07 – Start with the end in mind
- 08 – The small business CGT concessions
- 09 – Business premises
- 10 – The nature of commission income
- 11 – Trusts for business income practices
- 12 – Trusts for other practices
- 13 – Service trusts
- 14 – Tax planning for investments
- 15 – Low or no tax investments
- 16 – The home
- 17 – Franked shares
- 18 – Tax efficient investment structures
- 19 – Integrating your practice & investments
- 21 – Superannuation awareness
- 22 – Super, age 60 is coming
- 23 – Superannuation spouse transfers
- 24 – Start a transition to retirement pension
- 25 – Do a super search for every client
- 26 – Borrowing to pay super contributions
- 27 – Employing related persons
- 28 – Superannuating related persons
- 29 – Start a private pension
- 30 – Redundancy payments
- 31 – Overseas and extended domestic travel
- 32 – Tax deductible cars
- 33 – Self-education costs for financial planners
- 34 – Personal development is not deductible
- 35 – Professional development is deductible
- 36 – The two card trick
- 37 – Working from home
- 38 – Super tax offsets and co-contributions
- 39 – Low dollar value employee gifts
- 40 – Staff uniforms
- 41 – Travel allowances
- 42 – Testamentary trusts
- 43 – Death and taxes
- 44 – Investor or trader?
- 45 – Financing your practice
- 46 – Tax deductible debt
- 47 – Tax efficient fee notes
- 48 – Pre-paying expenses and costs
- 49 – In house gyms
- 50 – Building and depreciation allowances
- Let’s roll
