Trusts

NZ Herald 18 March 2017

Q&As: Trusts may no longer enable well off elderly to get subsidy; Possible trap for parents giving money to adult children; What KiwiSaver rules would change when under National plan; Partial KiwiSaver tax credit in year you turn 65 — or 18; Good reasons for using a credit card.

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NZ Herald 29 August 2015

Q&As: Retired couple paying for rest home now wish they had spent more earlier; Are NZ Super recipients beneficiaries?; Reader thinks it’s bad to eat into capital in retirement; How couple might set up a first home account.

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NZ Herald 18 May 2013

Q&As: When are capital gains taxed?; Should separated father’s income count when applying for a student allowance?; Too much in this column on KiwiSaver?; The government’s thinking on income in family trusts.

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NZ Herald 11 May 2013

Q&As: Does rental property have tax advantages over shares?; What happens if somebody wrongfully gets KiwiSaver tax credits while living overseas; Does it work to set up a family trust so your kids can get student allowances?

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NZ Herald 9 March 2013

Q&As: Your KiwiSaver account won’t always grow, if you’re not contributing; Inland Revenue sticks to its guns about employer obligations around KiwiSaver; 2 Q&As about trusts set up to protect inheritances from relationship property claims; Some thoughts about relationship property problems, including help with difficult conversations.

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NZ Herald 23 February 2013

Q&As: Relationship property — when does the clock start ticking?; One way — plus a few others — that a mother could protect her daughter’s inheritance; Trusts not so cheap to set up; Should people get access to their money when KiwiSaver changes?

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NZ Herald 8 October 2011

Q&As: An idea for a woman who doesn’t know what to do with all the money her husband is now making; How much is a tax deduction worth?; Unfairness in rest home subsidies unavoidable — unless you want to distort your spending; “Add-back” of gifts to a trust not as extreme as reader thinks.

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NZ Herald 24 September 2011

Q&As: Two Q&As on our recent sawmilling picture — and how they got the huge log up there; Is it still worth it to set up a trust so you are eligible for the rest home subsidy?; A suggested way to stop people using trusts to get the rest home subsidy — and are trusts fair?; Angry reader talks quietly; Couple in their 60s plan trip to Greece courtesy of KiwiSaver.

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NZ Herald 21 May 2011

Q&As: Self-employed probably fare worst in KiwiSaver changes, but scheme still really hard to beat; Likelihood of more government changes not a good reason to stay out of KiwiSaver; Abolition of gift tax reduces paper work for family trusts, but doesn’t eliminate it; “Provincial perspective” on changes in house prices over the decades.

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