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Viewing 7 posts - 1 through 7 (of 7 total)
  • Profile photo of Quantum LeapQuantum Leap
    Participant
    @quantum-leap
    Join Date: 2004
    Post Count: 56
    October 10, 2006 - 12:55 pm

    Hi There,

    I am looking to set up a unit trust and a family trust.

    Can anyone suggest an expert in the field please?

    Preferrably in Eastern Suburbs Victoria.

    Rgs

    QL

    Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,213
    October 10, 2006 - 1:39 pm

    try http://www.gatherumgoss.com
    Author of Trust magic

    Terryw
    Discover Home Loans
    Parramatta
    [email protected]
    Sign up to my mailing list.
    Just send me a blank email, with “subscribe” in subject line.

    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

    Profile photo of Mortgage HunterMortgage Hunter
    Participant
    @mortgage-hunter
    Join Date: 2003
    Post Count: 3,781
    October 10, 2006 - 11:18 pm
    Originally posted by Terryw:

    try http://www.gatherumgoss.com
    Author of Trust magic

    Terryw
    Discover Home Loans
    Parramatta
    [email protected]
    Sign up to my mailing list.
    Just send me a blank email, with “subscribe” in subject line.

    I agree. Dale is probably the leading expert amongst my investor friends.

    Another is NickM but he is in Sydney.

    http://www.strategicwealthmanagement.com.au

    Simon Macks
    Residential and Commercial Finance Broker
    ***NODOC @ 7.15% to 70% LVR***
    [email protected]
    0425 228 985

    Comments may not be relevant to individual circumstances. If you intend making any investment, financial or taxation decision you should consult a professional adviser.

    Profile photo of ogilvyogilvy
    Member
    @ogilvy
    Join Date: 2006
    Post Count: 32
    October 12, 2006 - 1:29 am

    http://www.strategicwealth.com.au/documents/Anamusingstory.doc

    A funny but true story……..

    Profile photo of Mortgage HunterMortgage Hunter
    Participant
    @mortgage-hunter
    Join Date: 2003
    Post Count: 3,781
    October 12, 2006 - 3:19 am
    Originally posted by ogilvy:

    http://www.strategicwealth.com.au/documents/Anamusingstory.doc

    A funny but true story……..

    True story?

    Are you saying that you know of ten men who eat out every night and split the bill that way?

    I think it is just an analogy used to justify one argument re tax cuts.

    [biggrin][biggrin][biggrin]

    Simon Macks
    Residential and Commercial Finance Broker
    [email protected]
    0425 228 985

    Comments may not be relevant to individual circumstances. If you intend making any investment, financial or taxation decision you should consult a professional adviser.

    Profile photo of ogilvyogilvy
    Member
    @ogilvy
    Join Date: 2006
    Post Count: 32
    October 12, 2006 - 11:00 pm

    Yeah thats what I mean……tool.[jerry]

    Profile photo of Quantum LeapQuantum Leap
    Participant
    @quantum-leap
    Join Date: 2004
    Post Count: 56
    October 13, 2006 - 10:50 pm

    Thanks for that,

    I met with Dale last week (and am now reading his excellent book – Trust Magic.) He suggested the best method was to find a suitable solicitor to set up the trust for me, and unfortunatly he didn’t have any recommendations on who.

    So, if anyone has any ideas for someone in VIC (preferably eastern suburbs) that would be fantastic.

    Rgs

    QL

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