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What is the difference between shares held beneficially and shares not held beneficially?

by Quinns_News | Mar 20, 2013 | Financial Planning News

ASIC records on their register whether shareholders hold shares “beneficially” or “not beneficially”.  Put simply, beneficially held usually means that the owner of the shares is entitled to the direct benefit from the shares. For example, benefits could include the...

A time to reflect as another year comes to an end

by Quinns_News | Dec 12, 2012 | Financial Planning News

Christmas is fast approaching and another year is coming to a close.  While you put your feet up over the break, take some time to reflect on 2012 and mentally prepare for the year ahead. Ask yourself the following questions: •  What did (or didn’t) I achieve in...

The ATO’s view on borrowing in Self Managed Superannuation Funds (SMSFs)

by Quinns_News | Oct 12, 2011 | Financial Planning News

The ATO’s view on Limited Recourse Borrowing Arrangements (LRBA) within Self Managed Superannuation Funds (SMSF’s) has been clarified with the release of the Draft Self Managed Superannuation Funds Ruling (SMSFR 2011/D1) on 14 September 2011. Money borrowed under a...

Business Expense Insurance, would your business survive?

by Quinns_News | May 3, 2010 | Financial Planning News

Consider for a moment what your most important business assets are. Your initial thoughts might include the obvious and tangible items, such as plant and equipment, motor vehicles or property. In many cases however, the most valuable asset is the intangible value of...

Preparing for a secure financial future.

by Quinns_News | Mar 24, 2010 | Financial Planning News

Since the global financial crisis many investors have turned their interests from risky share market investments to instead preserving their capital. This preservation is of particular importance to savers approaching retirement and current retirees, due to the fact...

The Secret to Successful Investments is Time not Timing

by Quinns_News | Mar 17, 2010 | Financial Planning News

Many investors try to ‘time’ their investment in the market.  That is, their objective is to invest in the property market or the share market when they believe that the market has hit its lowest point in the investment cycle. Having assisted with the preparation of...
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