Recent content by ladobs

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    Buying PPOR under a trust with CGT exemption

    gift and loan strategy This sounds really interesting. I have a friend who is concerned over asset protection on his personally held PPOR. Can anyone pleae explain a bit further for us slowies!! Trying to get my head around: If the PPOR owner loans $ and gifts to trust. Why is trust then...
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    Family trust and franking credits

    Use of Franking Credits Hi all Newbie here, so hope someone may have the answer to my queries (sorry if they are a bit dumb!): 1) Discretionary trust only has a geared portfolio of fully franked shares. Interest is greater than sum of dividends and franking credits in fin year. Am I...
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    Number of Trusts

    Losing franking credits Hi all Newbie here, so hope someone may have the answer to my queries (sorry if they are a bit dumb!): 1) Discretionary trust only has a geared portfolio of fully franked shares. Interest is greater than sum of dividends and franking credits in fin year. Am I...
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