All Topics / Help Needed! / Help – Structuring and Strategy and Team needed

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  • Profile photo of rickybrickyb
    Participant
    @rickyb
    Join Date: 2015
    Post Count: 1

    Hi All,

    By way of background, I own (in my own name) 2 properties in Sydney (Enmore and Dulwich Hill). I am currently in the process of refinancing the Enmore property (to the existing fixed financier) to release equity for the purposes of further property investment. In May 2017, I will be refinancing the Dulwich Hill property (potentially across to a new financier – once fixed term period ends) for the purposes of further property investment. In short, (fingers crossed) I am hoping to buy two (2) properties a year for the foreseeable future.

    Before taking the next step in the property investment journey, I am looking to ensure that everything is structured correctly (e.g. possibly establishing a discretionary / family trust with corporate trustee – then potentially formally loaning the money to the corporate trustee ATF my discretionary / family trust) and to ensure that I have the right team / advisors around me.

    In light of the above, I am looking to make contact with a trusted Sydney based team with a proven track record for the purposes of the above. To this end I suspect I require a team to assist with structuring, developing an investment strategy and potentially a financier broker.

    Any recommendations you could make would be much appreciated. Please feel to send me a private message.

    Cheers
    Rich

    • This topic was modified 7 years, 11 months ago by Profile photo of rickyb rickyb.
    Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,213

    I specialise in structuring from a tax, law and loan aspects and run two businesses –
    Structuring lawyers
    Loan Structuring Pty Ltd

    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 Ethan TimorEthan Timor
    Participant
    @ethantimor
    Join Date: 2016
    Post Count: 282

    Terry would definitely be my first choice 👍

    Ethan Timor | Aligned Finance Pty Ltd
    http://www.alignedfinance.com.au/
    Email Me | Phone Me

    Active Investor & Broker; Based in Northern NSW, servicing Australia wide; Author of '34 Proven Ways to Maximise Your Borrowing Power' (download free from our website)

Viewing 3 posts - 1 through 3 (of 3 total)

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