A PuAF is a communal tax exempt philanthropic trust that enables a number of donors to establish and name a ‘sub fund’ under the broader PuAF structure.
trust structures
How can advisers discuss trust structures to manage CentreLink assessable income without incurring large legal fees for their client?
Richard Atkinson demystifies the mechanics and costs of using trusts to quarantine assets for retired/retiring clients who want to better manage their Centrelink Income Test outcomes. 1. Task CentreLink deeming of financial assets tests becomes tougher for retirees seeking access to Government benefits from 1 January 2015… this will affect more people seeking lower costs […]
Austock Life is a leading and specialist issuer of insurance bonds investments. Its flagship Imputation Bond (including ChildBuilder) offers a master fund-like menu of over 33 Investment Options constructed under an insurance bond “tax-paid” and “tax-free” distributing structure.