September 2016 Newsletter

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DO YOU HAVE AN UNWANTED FAMILY TRUST?

There is more than one reason for winding up a Family Trust. Perhaps the beneficiaries have become old enough to look after their own assets, there may have been a family dispute, or sometimes the Trust simply reaches the end of its life and “vests”.

Whatever the reason, there are tax considerations that need to be addressed before any action is taken.

Click here to read about your options.

2016 FEDERAL BUDGET AND SUPERANNUATION – WHERE ARE WE NOW? 

Since the 2016 Federal Budget on 3 May, and the Federal Election soon after, not much has happened in regards to the proposed changes to superannuation.

However, last week the government released draft legislation, which is now open for submissions until 16 September and summarised here.

FIVE TYPES OF ASSET FINANCE AND HOW THEY COULD HELP YOUR BUSINESS

Are you short of capital to buy equipment for your business? Perhaps you should consider asset finance to support your operations. Asset finance is an umbrella term for any loan structure that helps a business purchase equipment, such as machinery or vehicles, for its operations.

There are a number of loans designed to suit different situations.

Click here to learn about five of them.

Article organised through our guest writer, Domenic Corigliano of Mortgage Link.

TECHNOLOGY CHANGES AT S&W

We are in the process of implementing our new client portal, and expect to start rolling it out in October 2016.

This new portal will enable us to publish client documents online, via a secure platform, so that clients can review and electronically sign-off their compliance documents online.

Click here to find out more details.

THE S&W CREW

At Stanley & Williamson we have a team of around 25 people. We are fairly sure that you won’t know everyone, so we’d like to start introducing some of them to you.

Name: Rachel Mondragon
Position: Accountant Has been with us for: 6.5 years
Loves: Food, family and travelling
Loathes: Cockroaches and rude commuters
Is passionate about: My husband and my dogs

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QUOTE

He who is not courageous enough to take risks will accomplish nothing in life.
Muhammad Ali