How

Long term structuring fixed upfront

A family was considering a significant investment.  And rather than just choose a tax effective structure now: we also moved deeper and discussed the structure that was tax effective now and allowed for future generations to easily control and access their own part of the family legacy.

The effect is that the family know have a structure controlled by the parents where they can choose to transfer interests in assets among family members at different times without triggering stamp duty and capital gains tax.

So while the matter has not created any immediate advantage it has given the family a lot of flexibility and planning opportunity at a later point in time.

 

 

Fixing a loan restructure in the bud

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Massive interest remission of $167k

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