Tax effective investment structures

A

Aikido

There is an Information/Education presentation being held regarding trust structures on the 19th March 2003. One of the presenters is Chris Batten. Time is from 6.30 - 9.30 at the Sydney Masonic Centre, corner of Goulburn and Castlereagh St.

You need to book to attend.

If you are interested then let me know and I will send you a booking form when I receive it. I will also send the agenda for the meeting once I get the details.
 
The subject line rang alarm bells. I've been EXTREMELY badly bitten but "tax effective investments" (to the tune of $50K+, continuing).

Chris Batten is one of the leading sources of information in Australia on Hybrid trusts (which to me gives some credibility to the presentation). But I know nothing about other presenters. Aikido, what is it all about? Who else is involved?

There is another thread on NII (Henry Kaye) "intro" courses which is in Caveat Emptor. I'm not sure if info on any paid or unpaid intro courses (including this one) should be in the same forum.
 
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seminar

I have spoken to Chris Batten

He is not speaking at the Masonic Centre on the 19th March

I would like to see any marketing material that states he is speaking on that date

NickM
 
sorry. i think i was a little vague about the information i posted. i got a newsletter from a group call Property Tax Specialist who are holding a information/education night to explain tax effective investment structures (trusts etc).

This is not one of those intro nights to $20k courses.

As for Chris Batten........when I spoke to the people about the presentation I'm pretty sure I heard that he was one of the presenters (either that or I must have Chris Batten on the mind). Anyway the presenters are suppose to be tax industry experts who advise the acct and solicitors. As I said I will provide more info when I get the agenda for the meeting.
 
some facts guys:

from what i was told the man holding the seminar on 19 march is Shukri Barbara of Property Tax Specialists who is a HK graduate.


he is featured in the national investment institute magazine called the Wealth Creator issue 2 december/january 2002.

that's not to say he has any business connections to it:confused:
 
Season you are correct

Shukri Barbara is the co-ordinator of that session on the 19/3

He is a big fan of HK.

However, I wonder how he feels about the article in the AFR today on page 57 ?
 
Kev

Asic taking action

Similar article in The AGe

Have a look in the forum under

Property Inv disc - HK
posting by OPM
 
I cannot help but get annoyed at the direction this post is heading.

I started this thread in good faith and with the intention of contributing to the forum. Instead the implications of the replies are that I am posting a scam or am promoting a disreputable presenter or a dodgy investment scheme. Some how this has turned into a Henry Kaye bashing session.

The information night I am posting about is about tax structures (ie trust, company, etc...) no where does it say "come to this presentation and you will become rich". And if your only fault with Shukri is that he is a Henry Kaye graduate then what does that say about all the other HK graduates? So what if he is "a fan" of HK, perhaps he got some value out of the course.

If your intention was to provide other forum members with information to make an inform decision then please provide relevant information. To say the presentation should be dismissed due to the fact that this guy has attended a particular seminar is totally narrow minded and childlike.

This would be similar to me seeing Dale or Steve about tax and dismissing them because their PE teacher whom they like was disliked by the majority of the student bodies. Totally absurd reasoning.
 
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Aikido,
Woah! That's some pretty strong accusations you're making there.
Where in any of the posts did anyone say that the presentation was a scam?
Or where is anyone bashing Henry Kaye?
Where did anyone say you were promoting a disreputable presenter or dodgy investment scheme?
You need to get a hold on your emotions, there mate. Nick M simply mentioned that Chris Batten is not presenting there. Nothing wrong with that. Others merely provided links to articles about Henry Kaye.
The spirit of this forum is about open discussion. Yes, sometimes (okay, most of the time) threads do go off kilter. But that's the nature of the forum, new issues get brought up in a post and people then pursue that. Kinda like a group of friends sitting around having a chat.
That's the way the forum has been running for a long time now, ya gotta love it or leave it. Hopefully, you'll stay, cause the mosre posters we have, the more info. gets out and the more education we all get. And that's a good thing.
But don't get offended when people might question something you have posted, cause they aren't looking to attack you, just protecting the integrity of the forum.

Mark
'no hat, some cattle'
 
Mark,

Well said - agree with you strongly and couldn't have said it better myself. Things *do* wander off topic at times, just as they do in conversation. Sometimes this is good, sometimes it's bad and sometimes it's irritating... and sometimes it is fascinating (kinda like life really). And yes lotsa people and lively debate is one of the wonderful strengths of the forum.

Aikido,
I think you're pouncing on a conclusion or three... Perhaps taking offence a bit too easily? Before firing on all cylinders, you might consider checking out whether your assumptions are actually valid, eg, one can ask someone 'are you implying such and such?' or 'I'm hearing you say this about me - is that what you meant to say?'.

Where (& who?) is saying the presentation "should be dismissed due to the fact that this guy has attended a particular seminar"? Where's the HK bashing? Can't see it myself.

You write
If your intention was to provide other forum members with information to make an inform decision then please provide relevant information.
Click to expand...
, but you don't do that. You say you were 'a bit vague' and "when I spoke to the people about the presentation I'm pretty sure I heard that he was one of the presenters (either that or I must have Chris Batten on the mind). Anyway the presenters are suppose to be tax industry experts who advise the acct and solicitors. " Supposed to be? Really? By who? What's the relevant information (& it doesn't come in an agenda).

I'd write more, but I'm still trying to work about the reasoning about PE teachers... ;)
 
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Well said Mark!

Sorry Aikido... I dont see anyone having a go at anyone...

You told the forum that there was an important seminar involving Chris Batten... and it turns out that Chris Batten is not, and was never, involved. I think people have a right to wonder why you made this error, and who the REAL presenters are... rather than some vague reference that

sorry. i think i was a little vague about the information i posted
Click to expand...

Now that you know the name of the presenter, can give you us some information on his credentials, experience etc, and why we should attend this event.


A few thoughts,

Jamie

:p
 
Hi Aikido

I think the frustration is coming from u being an aikidoka, u should try something more close to reality like BJJ. ;)

Regards

Investor
 
hehe - i know I certainly wont be posting any commercial deals I have up here :) (if I had any)

your likely to get bashed - but you have to expect that 1000+ ppl asking questions.... you cant expect to escape the "hard" questions

oh dear, im reminding myself of tabloid tv :p
 
looking at my post again I have to agree that it has come across very harsh indeed. my apologies to all.

not very zen. :)

to avoid further miscommunication i will only post more details when i receive actual information from Shukri.
 
As promise the information I've received from Shukri regarding the presentation on 19th March at the Masonic Centre


The meeting will be covering the following:

"What consideration should you have when structuring property investments?
What trading vehicles are available? What is the refinancing principle?
What are trusts and how many basic types are there?
What is the most flexible investment structure?

Valued at $129, guests are only $49.
Foundation members of the Property Buyers Support Group and previous attendees - extra session.
Clients of Property Tax Specialists - Free

We are NOTselling anything.
This is information for the Co-operative group PBSG, friends and clients of Property Tax Specialists.
Shukri Barbara is a CPA and together with Property Tax Specialists are independent professionals. "


Information being presented are produced by Chris Batten Pty Ltd. The presenter is Chris Balalovski counsel for Macquarie Group. Worked with Paul Keating when he was Treasurer.

I have a booking form but can't seem to attach it so it might be better if you call up to book. The number is 8338 0355
 
Just one further question : how is the "valued at $129" assessed ?

I wasnt sure what this paragraph was saying

*snip*

Valued at $129, guests are only $49.
Foundation members of the Property Buyers Support Group and previous attendees - extra session.
Clients of Property Tax Specialists - Free
 
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