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  1. Chris21 replied to the thread IBKR position transfer issue.

    Yes. Transferor - Myself as individual Transferee - Myself as trustee of the trust If that is no valid - what is the correct way?

    6th May, 2024 at 4:06 PM

  2. Chris21 replied to the thread IBKR position transfer issue.

    You mean tax return for trust ? Yes

    5th May, 2024 at 10:08 PM

  3. Chris21 replied to the thread IBKR position transfer issue.

    Thanks Terry. I understand rust is not a legal entity and I have essentially transfered ownership of shares to myself as the trustee of...

    5th May, 2024 at 5:26 PM

  4. Chris21 replied to the thread IBKR position transfer issue.

    Gift deed was easier in terms of the documentation. If, I would have loan - then you need loan agreement and track loan repayments for...

    5th May, 2024 at 5:20 PM

  5. Chris21 replied to the thread IBKR position transfer issue.

    No. It wont be zero cost base for trust but market price of holding on transfer date will be the cost for trust. All holdings were...

    4th May, 2024 at 9:16 PM

  6. Chris21 replied to the thread IBKR position transfer issue.

    I used - Deed of Gift - evidence of the outright gift in consultation with my tax agent. What declaration of trust we need?

    4th May, 2024 at 9:15 PM

  7. Chris21 liked Whitecat's post in the thread VIC Melbourne Property Market 2024.

    Broady 3 bed ex housing commish. Simple but fresh inside.

    4th May, 2024 at 8:18 PM

  8. Chris21 replied to the thread VIC Melbourne Property Market 2024.

    4.9% yield is awesome for a house in Melbourne. Is it dual loc or with granny ? Are you able to share suburb name?

    4th May, 2024 at 3:44 PM

  9. Chris21 replied to the thread IBKR position transfer issue.

    I have gifted holidings in personal name to a family trust - for which I am the trustee. We have a gift deed. After that i just...

    4th May, 2024 at 9:39 AM

  10. Chris21 posted a new thread.

    IBKR position transfer issue

    Irecently transferred multiple holdings from my personal account in IBKR to a trust account in IBKR , which should trigger capital...

    Forum: Shares & Funds

    4th May, 2024 at 7:18 AM
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