Home | Log in | Join Now! | Blog | Contact    Subscribe to the InvestEd Blog via RSS
InvestEd :: Wealth Education for Australian Investors




Welcome to InvestEd.

You are currently viewing our site as a guest which gives you limited access to view most discussions, articles and other features. By joining our free community you will have access to post topics, communicate privately with other members (PM), respond to polls, upload your own photos and access many other special features. Registration is fast, simple and absolutely free so please:


If you have any problems with the registration process or your account login, please contact support.

PIT

 
LinkBack Thread Tools
Old 23-07-2008, 10:24 PM   #1 (permalink)
Urbanvest
Member
 
Posts: 1
Join Date: Jul 2008
Location: Sydney
PIT

Hi all, I have just joined and am looking for information about setting up a Hybrid trust that is correct for my specific needs. I dont know much about these things. Where can I get samples of Trust Deeds and what are (if any) the critical parts of the deed that may deal with things like asset protection, negative gearing ??? etc.. I have been talking briefly with an accountant who says that specific clauses must be included to ensure that it suits my needs. What are these specific clauses and where can I learn more about it.
Urbanvest is offline  
Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote
   
 
Hide these adverts with a Free Membership
Old 24-07-2008, 12:21 AM   #2 (permalink)
Nigel Ward
Team InvestEd
 
Posts: 1,082
Join Date: Jun 2005
Hi Urbanvest and welcome!

Why do you think that a "Hybrid Trust" is suitable for your needs? Or indeed the so-called "Property Investor Trust" to guess from your subject line?

Although the focus of this article Don't panic! The real story on asset protection is asset protection, can I suggest you read it, and in particular the section I've directed you to? (I know the author - he's great )

If you start out without clear goals as to what you're trying to achieve and an understanding of the relative importance of various competing objectives such as tax effectiveness vs asset protection vs flexibility then you're in danger of getting your structuring wrong...which can cost a lot.

Once you've got a clear idea of the things you're trying to achieve then you can obtain legal and tax advice about how to best structure your affairs to do so.

Best of luck and welcome once again

Cheers
N.
__________________
Nigel


This is a general comment only and does not constitute advice. Before making legal or financial decisions you should seek advice from a professional adviser, who can take into account your specific circumstances and investment goals.
Nigel Ward is offline  
Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!
Reply With Quote
Reply


Thread Tools


All times are GMT +10. The time now is 01:09 AM.

Powered by vBulletin® Version 3.6.8
Copyright ©2000 - 2008, Jelsoft Enterprises Ltd.
Search Engine Friendly URLs by vBSEO 3.0.0
Some graphics originally by vBStyles.com

Copyright © 2006 Investor Education Pty Ltd (ACN 114 677 226)
Site by Hampel Group