Recent content by patb

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    ATO Taxpayer Alert on 'Hybrid Trusts'

    Bazza, have you received any formal feedback yet from MGS?
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    How I got from just a PPOR to multi millionaire retiree in 5 years using only OPM.

    Hope it's ok to continue with this brilliant thread. Hope I use the "QUOTE" feature correctly.
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    Developments using a HDT - Capital Gain via different mechanisms?

    I have an “interesting” HDT problem. My wife and I are trustees of a HDT. To keep the post readable, below is a somewhat simplified version of what happened. a. HDT decided to purchase an old IP and rent it out. HDT obtained the funds to buy the IP by issuing SIUs to me. b. SIU holder (me...
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    ATO Taxpayer Alert on 'Hybrid Trusts'

    I bought a MGS HDT in Nov 2002. The Application For Special Income Units template that came with the deed includes the following statement under clause 2 Capital--"The holders of Special Income Units shall not have an entitlement to any part of the capital of the Trust Fund". Under clause 3...
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    East Victoria Park - Perth

    Hi all, I used to surf here a long time ago, but forgot my username and password, so I've re-registered. I’m confident that anyone who buys and holds in East VP or Central VP will benefit greatly over a 10-20 year period (I mean CG easily exceeding the average for metropolitan Perth).The Town...
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