Articles by The Professional Trustee Team
I'm feeling pretty pleased that the Media is picking up the idea that having a family trust isn't just a nice "extra' in life but is going to become an "essential". Have a look at this link and you will see the interview I recently gave.
Remember the motto, if you don't own something it can't be taken from you. In other words, if you don't own the house, it can't be taken into account for means testing purposes, which I think is very likely when looking at future superannuation pay-outs. The latest Budget and the tax changes being implemented all lead me to this view.
The seminar last night was brilliant. We ourselves are seasoned investors. We are already doing it. We are also clients of GRA. Have been so for over 10 years. Last nights seminar was affirming and I have encouraged younger members (adults in their 20s) of our family to attend. I am feeling so excited about my portfolio and the Auckland property market. I will go on to GRA books and order the two books Matthew promoted. - Kristine, April 2018
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