Recent content by DaleGG

Hi Have a close look at the costs to you for redrawing funds from this product; and the level of commissions involved compared to ordinary commissions. Also, look long and hard at your own financial needs and investment strategies to see if this product is in alignment. Dale

Hi Congrats on a great article, Rolf. You deserve to be recognised for all your hard work and integrity. Enjoy!! Dale

Hi Mine was the BMW Z3 3.0 Litre V6 Roadster I bought it abt 4 years ago now.....it still turns me on. Have fun Dale

:D Further to NickM's post on the InvestEd forum.... Last year; we had the tax office ask for a lot of information on the HDT that we use in relation to about a dozen clients. We provided all the usual information and the tax office went away for a little while and then came back and...

Hi Yes, I am retiring on Friday 29th June. Yes, I shall be around to assist James and the others with enquiries re trusts, tax and wealth related issues. I am retiring, not abandoning..... Have fun Dale

Hi But, only in the short term. In the longer term, the result may not be so simple, Julia. Dale

Hi Alex No, not at all. Just sick and tired of people not listening. Dale

Hi The following will be posted on our web page within the next week. I hope it is helpful in some small way.... 2007 Tax Planning With the end of the financial year fast approaching, the following brief thoughts might be useful for you to do something about reducing the amount of...

Hi I have always personally enjoyed the wild free for all.....:D :D :p Ethically speaking, of course Dale

hi Duane MRY makes a fantastic contribution to this forum and has proven his knowledge many, many times as an accountant. I understand that he is in the Manly area and I can strongly recommend him. Dale

Hi The tax office will likely pick this up in due course when they cross check everything. In many ways, you should volunteer the information as it always looks better than being caught out....and, it may work in your favour one day if something else is not good. Dale

Hi Will No, the repayment of a loan is not taxable income at all. However, the onus of proof rests on you to prove that it is a genuine loan and not income. Dale

Hi As I ahve said over and over again..... It depends upon what type of HDT you are talking about. If a Batten or MGS deed then I am prepared to continue to treat this as "steady as she goes" However, if a poorly worded deed, then, I would be willing to lose a client than claim...

Hi We continue to prepare tax returns for the HDT's that use a Batten/MGS trust deed based on our knowledge, experience and advice received. Nothing has changed for us in this regard. However, if one of the inferior deeds pop up then we will alert our clients to the risks and suggest of...

Hi What an absolutely brilliant post. Thank you for the clarity of your thinking and the common sense practicality of your suggestion. Dale