Articles by The Professional Trustee Team
Hello Everyone 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 payouts. The latest Budget and the tax changes being implements all lead me to this view. The solution of course is to get smart and come to our next GRA seminar on 23 February (click here) where I'll canvass some of the views I have. Looking forward to seeing you there.
I found Matthew Gilligan’s Property 101 and Tax Structures 101 to be superb books for the following reasons: 1. They contain a wealth of information about property investing and related tax matters; 2. The commentary is very rounded and balanced; 3. They are filled with financially savvy practical tips and red flag warnings; and 4. The relatively informal style, use of short case studies and anecdotes to illustrate points, and the clarity of presentation make the books very reader friendly. The above combine to make two books that are educational, thought provoking and inspiring. I only wish I had access to this information much earlier. - Geoff W - April 2016
Gilligan Rowe and Associates is a chartered accounting firm specialising in property, asset planning, legal structures, taxation and compliance.
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