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  • Profile photo of ladyoladyo
    Member
    @ladyo
    Join Date: 2009
    Post Count: 14

    Thank you JacM.
    Will give McDonald Ross a call.

    Profile photo of ladyoladyo
    Member
    @ladyo
    Join Date: 2009
    Post Count: 14

    Thank you to all.
    Two years ago the accountant helped set up this family trust and only until recently we realised it was set up as a Hybrid Trust. After been knocked back time and time again by lenders. Will call the accountant tomorrow and see if can be change to a unit trust as CBA are happy to lend to unit trust.

    Profile photo of ladyoladyo
    Member
    @ladyo
    Join Date: 2009
    Post Count: 14

    Am happy with The State Library and will call up next week to see if there's discussion rooms.
    Thanks Homersyd.

    Profile photo of ladyoladyo
    Member
    @ladyo
    Join Date: 2009
    Post Count: 14

    Thanks Andy.

    Will contact Lyn and hopefully this change of management process isn't too difficult. Property currently vacant and having some improvement work done.

    *Current managing agent is Ray Hooper first national.

    LadyO.

    Profile photo of ladyoladyo
    Member
    @ladyo
    Join Date: 2009
    Post Count: 14

    Hi everyone,

    First we need to find a venue for our meeting, I will look around my local area (St.George). Can anyone else suggest a place so we can kick start this meeting??

    LadyO

    Profile photo of ladyoladyo
    Member
    @ladyo
    Join Date: 2009
    Post Count: 14

    So there isn't a group in Sydney yet. It's time to get it happening.
    If we get a few more interested members I'll look into it.

    LadyO

    Profile photo of ladyoladyo
    Member
    @ladyo
    Join Date: 2009
    Post Count: 14

    Thank you Terry & GMH454 for pointing out CGT & transfer price (stamp duty)…….didn't think of that. Will speak to an accountant.
    As a new investor thirsty for education, I find this forum very informative and helpful. Thank you again.

Viewing 7 posts - 1 through 7 (of 7 total)