Richmond, what areas were these purchases in?
Jars

As soon as I close a deal here locally, which should happen within the next 2 weeks or so, I will be turning attention and QLD and WA, choosing areas I wish to invest in. Id be interested in your assistance like this, and I can do all the other arrangements anyway. Post your email.
Jars

Tas

I think you are commenting on the fact that once the funds are disbursed, that the beneficiary loans the money back to the trust and that this is just an accounting record. I believe the beneficiary can recall on those funds however at any time (not sure if a loan agreement can get around this). I have set up a discretionary trust, it has a…[Read more]

Charlie, Would you believe i just read this? Great to meet you. Jars

Hi All,

Ok. I agree with Mini, and fullout, I waited for you but I got hungry so I headed home! I bought the software, and as Mini said, I dont want to go hunting around web sites for calculators, and it wasnt just about that, it was about being 150% organised, being able to assess your position and keep track of everything in one place,…[Read more]

Ok Stuart, Ive emailed you to have a chat. Contact me when you get the opp. jars

PB? What state is this in?

Gatbe7

Its all under a discretionary trust – all set up, firing to go! I has also thought about a separate trust for every property, such that one never encroaches on the other. That could be a tad overboard.

Jars

ksheather, thanks for the chuckle, makes for good reading[:0)]. I signed up days agoooooooooooooo

Jars

In business, never employ family, unless youre prepared to treat them like employees.

Jars

Hi Brendan

Retire at 40 means financially free and stress free. Stress is a big issue for me and I just want the stress to end. After 40, its freedom of choice. I think it would take till Im 90 to learn golf and play it well enough.

Will advise re the buyers agents soon

Jars

Ok. Firsly, 90 people read it, 2 replies – hmmm. Perhaps people discriminate against ducks?

Right.

Hi Stuart, yes I know your site well and will be in touch. No partner (typical of a career-minded late bloomer but its all under a discretionary trust tax structure??). I like your ideas re spreading risks.

Scott, I think Im going to have to read…[Read more]

Stuart

Im meeting with David McCrae next week as per your post. I did a search on ASIC and he is on there as registerd but no company tax returns, no lodgement notes or details – its blank. Whats the go?

Pls also see my post under Little Black Duck!

Thanks

Jars

By the way, I NEED A NEW FINANCE BROKER. Enquire within.

Thanks

Jars

Hi Fullout

Ill go – I dont think anyone else has taken it yeah?

Email me: hjarman@optusnet.com.au

Jars

Excellent, thank you everyone, I will act on this and let you know the $$ result, for a facts and figures feedback post on what these services are like. Friends and family….hmmm. they are not so financially minded as Id like, perhaps, but I will keep that one circling around the brain and offer a spotters fee!

Best Regards

Helen

Felicity, what is this about, never heard about if before? Can you please give me a run down of what is covered, & how long, etc?

Thanks

Helen

Stu, legend, thanks. I prefer referrals for everything. But the question is, have YOU used them, or a close friend? Did the numbers stack up?

Thanks

Helen

I did a search on this site and there was a lady named Hilary who was a buyer agent. I wonder if she is a contact? I really want a name of someone good (tried and true). My accountant poo poo’d Wakelin. God its hard to find good people….

Thanks Mini Mogul I thought it was going to stay at zero replies then. Apart from Richmastery in NZ (think that was the name), what about here in Oz and does anyone have the name of someone they have USED and are HAPPY with and have used them ongoing?

Real experiences appreciated.

Thanks again Mini mogul – I can sign off happy now []

Helen