There is a particular speed hump to negotiate when chasing one of the valuable small business CGT concessions, and that is if the asset involved is “active” as opposed to “passive”. We explain the difference.

There are certain steps to take when tying up the loose ends when looking after a deceased estate, so we provide a 7 point checklist to help. We look at the pros and cons of electing to be a family trust, and also run over important changes regarding the assets test for pensioners.

Please contact us for clarification, or further advice, regarding any of the topics covered in this newsletter.


Click to Download De Luca Partners February 2017 Newsletter

Disclaimer: All information provided in this newsletter is of a general nature only and is not personal financial or investment advice. Also, changes in legislation may occur frequently. We recommend that our formal advice be obtained before acting on the basis of this information.