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Hi Bundy Just ran the Deb and Equirty memo you refer to above from kevin Munroe and Assoc by my accountant. his response was: 'The article is a bit out of date as an extension has been given to 30 June 2004. - So some of the urgency has gone. Note these provisions relate to loans made...

Thanks Dale! I gather then that you would do this if you had an IP increase in value and you wanted to take that increase as cash flow rather than use it within the trust as equity to fund another purchase? In your experience, how often are people taking an increase in equity out of a...

Trusts and Distriubuting Captial Gains - Tax Free? Kevin Munro & Associates (www.taxlegal.com.au) free downladable report ‘Trusts and Tax Planning’ (http://www.taxlegal.com.au/publications/Trust%20and%20Tax%20Planning.pdf) talks about the practice where a discretionary trust revalues its...