All Topics / The Treasure Chest / Free talk on Family Trusts

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  • Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,213
    June 29, 2003 - 12:12 pm

    Hi

    Just to let you know, a company called Perpetual is holding free talks on Family Trusts in most capital cities in early July.

    More info at:
    http://www.perpetual.com.au/PPC/Seminars.asp

    Topics covered:
    The 4 major tax advantages of family trusts
    Why a family trust is a highly efficient and tax effective estate planning tool
    Four strategies to protect your family’s wealth from unforeseen bankruptcy and litigation… now, and after your death
    The pitfalls associated with family trusts – and how to avoid them
    How to build a high performance share portfolio… and a secure and growing investment income stream
    How to establish a family trust tailored to your family’s specific and evolving needs
    Cost effective alternatives to family trusts which also deliver tax, asset protection and estate planning advantages
    The integrated taxation strategies used to save a couple $323,703 in income and lump sum tax over 15 years… as well as reduce their RBL excess benefit from $555,980 to nil

    I am not associated with the company in any way!

    Terryw
    [email protected]

    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 IshitaIshita
    Member
    @ishita
    Join Date: 2003
    Post Count: 20
    June 29, 2003 - 3:22 pm

    Thank Terry,

    I’m currently setting up a family trust, so this will be helpful. I just registered over the internet, so hope to see you there.

    Will send out an email to all the Sydney forum respondants about getting together soon.

    Ish

    Profile photo of DramDram
    Member
    @dram
    Join Date: 2003
    Post Count: 82
    June 30, 2003 - 2:08 am

    No seminar in Darwin. [:(]

    How typical! [:(!]

    Profile photo of agenttj21agenttj21
    Participant
    @agenttj21
    Join Date: 2003
    Post Count: 6
    July 1, 2003 - 8:35 am

    Thanks for the info Terry [:D]

    We are also in the process of setting up our trust structure.

    We are currently meeting with prospective accountants and financial advisers and have had some questions raised.

    One accountant was surprised that we had heard that a trustee in a discretionary trust can go guarantor for a loan, yet not actually put up an asset as collateral.

    [?] His question is that if you do not put up collateral — why would they give you a loan? This question also applied to duplication of a trust structure.

    We hope to get some further information at this seminar. If anyone can clarify this for us — it would be great.

    Thanks. [;)]

    Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,213
    July 2, 2003 - 5:37 am

    Agent

    I am surprised too. I don’t think that will be the case for the average investor!

    Terryw
    [email protected]

    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 neologismneologism
    Member
    @neologism
    Join Date: 2003
    Post Count: 91
    July 4, 2003 - 2:54 am

    has anyone else been to this talk before???

    i’m booked in on the 15th

    (thanks for letting us know)

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