Charles Monat Associates: June 2009






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	Thursday, June 25, 2009 Insurance Industry's Reputation Intact Mr. Monat with Martin Soong on CNBC's Protect Your Wealth. posted by Charles Monat Associates at 12:23 PM \| 0 comments Wednesday, June 24, 2009 GETTING PERSONAL: Think Twice Before Buying Children A Home NEW YORK (Dow Jones)--Low interest rates and depressed real estate prices have affluent parents asking their financial advisers if buying their children a house could accomplish a one-two punch of moving assets out of their estate while snagging a good deal on property. The answer is, not exactly. Read more... posted by Charles Monat Associates at 10:03 AM \| 0 comments Canadian Life Insurers Assurance Facility launched On May 22, 2009, the Minister of Finance announced the launch of the Canadian Life Insurers Assurance Facility (CLIAF), which is intended to assist life insurance companies in accessing debt markets on competitive terms by insuring their wholesale term borrowing. The CLIAF is a component of Canada's implementation of the G7 Plan of Action to stabilize financial markets and support global economic growth. Life insurance companies regulated by the Office of the Superintendent of Financial Institutions are eligible to participate in the CLIAF, as are, with the Minister's approval, fraternal benefit societies and provincially regulated life insurers. Instruments eligible to be guaranteed under the CLIAF include newly-issued commercial paper, bearer notes and senior unsecured bonds and notes in which the underlying debt has been issued by a related entity. Other new senior unsecured marketable wholesale instruments may be eligible subject to the Minister's approval. Eligibility for the CLIAF requires a minimum issuance size of $1 million for Canadian-denominated issuances and $10 million for foreign-denominated issuances. Further, instruments must have a minimum term of three months from the date of issuance and the guarantee will apply for a maximum of three years. Read more... posted by Charles Monat Associates at 9:52 AM \| 0 comments Monday, June 15, 2009 Mr. Monat on SCMP TV posted by Charles Monat Associates at 11:40 AM \| 0 comments Tuesday, June 02, 2009 Australia: ATO Targets Trusts In Tax Crackdown This was the headline for the main story in the Australian Financial Review on Monday 18 May 2009. The article was triggered as a result of the issue by the ATO of a draft Practice Statement (DPS) in relation to the determination and taxation of trust income. The approach suggested in the draft Practice Statement is not as draconian as suggested in the Financial Review article, but it does reflect a significant change in approach by the ATO. Go to Mondaq.com for full story. posted by Charles Monat Associates at 8:52 AM \| 0 comments UK - Tax planning: Information is the key to estate planning Estate planning to reduce inheritance tax bills requires a wealth of information on the clients and their assets to take full advantage of all the reliefs available, writes Jeremy Pearson of Canada Life. Read more... posted by Charles Monat Associates at 8:51 AM \| 0 comments
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