It states in the Briefing Paper to Accountant that there is NOT a transfer of title and therefore no CGT. Would I be able to email you my Testamentary Trust for you to have a look at? Happy to pay you a fee.
Cheers
Jacq
This reply was modified 5 years, 9 months ago by Jacq.
Another question for all who bought the MWC – did anyone receive a PDS? I cannot locate one myself. They are required to and it should mention the information on CGT.
I’m really unhappy with the service. I signed up too.
Check this FB page if you are still having issues. There is new light being shed on Capital gains tax – equitable interests – transfer of assets to trust. New ruling from ATO.