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Terry You've hit the nail on the head there. The issue is that most of the expenses are nominal (principally interest) but the income will increase with inflation, so a $20k saving each year at the moment might only be a $15k saving in 5 years time. This is somewhat offset with ongoing...

Just to clarify a little on the situation - she is trustee of a family trust which receives income from a service trust associated with her husband's professional work. As she is earning circa $100k in salary from work, with no kids, she distributes the family trust's income to herself, and...

The latter, she's planning on holding the property in a discretionary trust, of which she's a beneficiary, and is looking at this ruling. Admittedly that ruling was based on a trust holding the property as an IP before renting it to the beneficiary, but as long as the rent received by the...

She receives income as a beneficiary of another trust, i.e. her trust receives income from another trust. She will buy a property inside her trust, not the trust making the distribution.

I've been helping a colleague crunch some numbers on the decision whether to buy her PPoR in her name or a trust, as she receives trust distributions which she has to pretty much absorb herself at approx 40%. Very round numbers at this stage, a $1m property, buying in the trust name and...