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That is true, but I have been told that when the ATO make rulings concerning these type of trust structures, they usually take effect from the ruling date and are not retrospective? Certainly that was the message I got from discussions with C&N although, they did add the caveat that "they...

Hey Jo, with regard to speaking to C&N but going elsewhere, obviously this means that you don't have their PIT as they are the only ones who offer this type of trust? Does anybody have a PIT setup from C&N and is happy with the structure? C

Evening All, I went to speak to them September last year before purchasing my PPOR / soon to be IP. To get an idea of what they discuss, borrow a copy of "how to legally reduce your tax" from someone. This book is written by Tony Melvin & Ed Chan (I.e. Chan & Naylor) and in fact, the package...