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    Tag: setup

    FAQ 2 Is there a local lawyer who can assist me with a trust setup

    The setup of trusts and trustee companies can be done by non local as well as local lawyers. We recommend that you access the contacts…

    michael-dempsey
    Michael 8 January 2015

    FAQ 4 Is a trust and corporate trustee set up an overkill

    Is the trustee/trust structure an over kill? Can I get by without using a trust. My accountant is saying that I don\’t need a trust.…

    michael-dempsey
    Michael 6 January 2015

    FAQ 37 Should I use an accountant or a lawyer to setup my trust?

    This is a question that puzzles many investors. The choice ultimately is yours, however we personally favour using an accountant. We feel that our accountant…

    michael-dempsey
    Michael 3 December 2014

    FAQ 55 What are the steps needed to set up a Trustee/Trust

      IT IS RECOMMENDED THAT A TRUST OWNS A SINGLE PROPERTY FOR ASSET PROTECTION REASONS. IT IS FURTHER RECOMMENDED TO HAVE A SEPARATE TRUSTEE FOR…

    michael-dempsey
    Michael 16 November 2014

    FAQ 62 How do the costs for setting up a Trustee and Trust get claimed?

    We have an answer from the ATO. Their take is that the property is income producing therefore it falls under the definition of being an…

    michael-dempsey
    Michael 9 November 2014