Hi
Just to let you know, a company called Perpetual is holding free talks on Family Trusts in most capital cities in early July.
More info at:
http://www.perpetual.com.au/PPC/Seminars.aspTopics covered:
The 4 major tax advantages of family trusts
Why a family trust is a highly efficient and tax effective estate planning tool
Four strategies to protect your family’s wealth from unforeseen bankruptcy and litigation… now, and after your death
The pitfalls associated with family trusts – and how to avoid them
How to build a high performance share portfolio… and a secure and growing investment income stream
How to establish a family trust tailored to your family’s specific and evolving needs
Cost effective alternatives to family trusts which also deliver tax, asset protection and estate planning advantages
The integrated taxation strategies used to save a couple $323,703 in income and lump sum tax over 15 years… as well as reduce their RBL excess benefit from $555,980 to nilI am not associated with the company in any way!
Terryw
[email protected]Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
http://www.Structuring.com.au
Email MeLawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au
Thank Terry,
I’m currently setting up a family trust, so this will be helpful. I just registered over the internet, so hope to see you there.
Will send out an email to all the Sydney forum respondants about getting together soon.
Ish
No seminar in Darwin. [
]How typical! [
!]Thanks for the info Terry [
]We are also in the process of setting up our trust structure.
We are currently meeting with prospective accountants and financial advisers and have had some questions raised.
One accountant was surprised that we had heard that a trustee in a discretionary trust can go guarantor for a loan, yet not actually put up an asset as collateral.
[?] His question is that if you do not put up collateral — why would they give you a loan? This question also applied to duplication of a trust structure.
We hope to get some further information at this seminar. If anyone can clarify this for us — it would be great.
Thanks. [
]Agent
I am surprised too. I don’t think that will be the case for the average investor!
Terryw
[email protected]Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
http://www.Structuring.com.au
Email MeLawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au
has anyone else been to this talk before???
i’m booked in on the 15th
(thanks for letting us know)
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