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  • Bangers
    Participant
    @bangers01
    Join Date: 2014
    Post Count: 23

    Hi all,

    Any general advice as to establishing or ensuring a portfolio is protected against a lifetime risk (low but not zero) of litigation? Insurance is paramount, but is there anything else I can consider ie particular type of trust? I’m looking to expand from 2 properties over the short term, but need to take this into account. Should I be talking to a broker, financial planner, particular type of accountant? Anyone in Brisbane?

    Thanks

    B

    Profile photo of Kinnon BellKinnon Bell
    Participant
    @kinnon
    Join Date: 2014
    Post Count: 151

    D) All of the above. But a solicitor and savvy accountant would be your first port of call just need to make sure each professional is a specialist in property investing and structuring.

    Kinnon Bell | Kinetic Funding
    http://www.kineticfunding.com.au
    Email Me | Phone Me

    Mortgage & Personal Loan Broker based in Cairns and Melbourne but servicing clients Australia wide.

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024

    Bangers if you are looking for a property orientated solicitor then you can’t go past Darryl Richards at Certis Legal.

    Tell him I say g’day and will catch up with him for lunch when I get back from Europe.

    Cheers

    Yours in Finance

    Richard Taylor | Australia's leading private lender

    Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,213

    Yes this is legal advice and Darryl is the man to speak to.

    Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
    http://www.Structuring.com.au
    Email Me

    Lawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au

    Bangers
    Participant
    @bangers01
    Join Date: 2014
    Post Count: 23

    Thanks guys – will do

Viewing 5 posts - 1 through 5 (of 5 total)

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