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1. I agree 2. Depends on what the review is for I guess. Tax related then yes, tax agents could advise. Non tax matters then I am not sure on what basis a non lawyer could advise. Just because it happens everyday doesn't mean it is correct. Can you cite any legislation to back up your claim?

Probably because this is legal advice?

Thanks for the constructive reply Cosmictrevor. I haven't had anyone ask for a property plan yet. It doesn't seem to be something in demand.

Still working it out. If existing clients then cheaper than non existing.. $1100 to $3300 ish - depending on a lot of things.

Hi Stumpie I am doing them now.

Yes, I am doing property plans now.:)

Thanks for the detailed reply Greg. this is a good approach.

Thanks Virgo, but these plans are not about saving money but making it - saving money would still play a part, such as effecient tax structuring.

Devank, hope you didn't pay for the advice you didn't receive!

Thanks Impala67, this was helpful. Asset protection is legal advice which I can provide as a lawyer, but I would probably keep this separate to any property plan - but I could provide as a separate document.

Thanks Jingo, will pick up a copy - haven't read it.

Thanks for all the posts, lots of good information. It seems there is a big demand for property plans (but not necessarily from the posters on this thread). If you did want a plan drawn up, what sort of things would you want included?

Thanks Vixs, good to hear from a financial advistor. Good points. I am thinking about this because I see a need for it and have had requests - which I haven't been able to act on. It is also an area of interest for me. I don't expect to be doing that many, perhaps 1 or 2 per month at most.

This analogy doesn't really work because I won't be selling properties (TVs), only planning optimal ways to buy more than a few.

haha - that is probably the case. But I see a big demand for property plans. Anyone can do some projections on excel, but I am thinking something more detailed incorporating land tax, structuring, taxation and borrowing strategies etc. It is just going to be difficult to incorporate everything...

Hi Angel This is legal advice and can be as complicated or as simple as you want. You just tell me what you want in broad terms and I can work out how to structure it - e.g. on death all assets to a testamentary discretionary trust to protect from future spouses. I will ask you a few 'what...

Yes, it was more along the lines of the steps to get there and the checks along the way to push and motivate.

Yes Rixter, I think you are correct!

HI there. I am interested in provide property related financial plans to clients. Something along the lines of working out how many properties you would need to own to give you $X in income per week. This may involve buying several more properties than you need and then selling down a few...