Managed Fund Fees Hi Selwyn, I refer you to page 28 on the current PDS for Hunter Hall. It states there are no exit fees associated with this...
Selling an Overseas Property Hello alidec, as you have been declaring the income over time the ATO is therefore aware that this property exists....
Novated Lease Hi yfa75, with a novated lease you must travel a minimum of 15,000k per FBT year. If you do not do this mileage don't bother with a...
Preservation Hi ammeygadley, as stated previously there are a lot of complexities with estate planning. You need to determine the value of the...
Trust Capital Gain but Overall Loss. Hi Gary, the net earnings of the trust can be distributed. An example of this is represented by:...
100K Hi Jason626, when you get it stick it in a term deposit for 30 days! Make it so you cannot access these funds therefore removing the...
Industry Funds Drawing a Pension Hi GG, this applies to most funds when you move from the accumulation phase to the draw down phase. Generally...
Managed Fund Fees Ask them why? Their web page Hunter Hall Value Growth Trust says "Entry Fee 4% of which all may be rebated". This is a...
What Structure Hi Utopia, yes a company would appear to be the better option given the information. See a good solicitor so that you and your...
Managed Fund Fees Hi Selwyn, from what you have said I would assume you downloaded a PDS from their web site completed the application form...
Hi SSShares, the object of the loan is to create wealth. In the example you stated the interest on the $100,000 is fully tax deductible. The...
Lendin from SMSF Hi Steve, I agree with everything Superman has to say. In simple terms don't do it. Also be aware of the terminology for Related...
Retirement Chris, it sounds as though you are happy with your lot in life and you are fairly conservative by nature. I believe the real issue is...
Defined Benefit Hi Remus, I would suggest you speak with a professional before you do anything with your Defined Benefit Scheme. The defined...
Retirement Strategy Hi Magpie, not knowing your full financial position I can only comment on the issues at hand. Before you cash in your Defined...
Hi Greg, I haven't had direct experience however I have been looking at this myself. Obiviously it is all residential property from Townhouses,...
50% Tax Break I would suggest you complete a purchase order for the computer which indicates its make and model. I would include a requirement...
Nigel it is interesting getting your feedback. I too was at the presentation. What I would like to say first of all is review your strategy. If...
Looking at the information you have provided the first issue is time. When did you purchase the property overseas and when did you become a...
Something is not right. The Trust tax return is seperate to your individual return. The $1,000 you pay annually is an expense to the Trust....
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