Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

Notify me of new replies via email
Wealth Professional | 14 Nov 2014, 12:53 PM Agree 0
The proposed changes in the 2014 federal budget will greatly affect who and how these trusts are used in the future.
  • Harley Lockhart CLU CHFC | 17 Nov 2014, 01:04 PM Agree 0
    Why is the prejudicial last phrase necessary? It does not help my understanding of the implications for my clients of this change.
  • Will Ashworth | 18 Nov 2014, 10:17 AM Agree 0
    Thanks for the input, Harley.

    When you consider that the use of testamentary trusts affects a far smaller population than income splitting, the final phrase about the Conservatives was meant to suggest the changes to trusts were unnecessary.

    It wasn't meant as a political poke.
Post a reply