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Product Description
In February 2011, Dale Gatherum-Goss, a tax agent and former CPA* who is well known in investment circles, released the 6th, and most comprehensive, version of the bestselling book "Trust Magic".
"Trust Magic" has been incredibly successful and popular now for 8 years because Dale simplifies family trusts for the layperson and professional alike.
The book shows not only how trusts work, but how you can use them to save tax.
The book is complete with diagrams and explanations and is written in a relaxed and easy to read style. It is highly praised by professionals and individuals alike.
With the sad passing of Nick Renton in early 2010, Trust Magic remains the only book on the market that deals with family trusts. Now, it has been brought up to date with a lot more new content and current tax laws and thinking.
Contents:
Chapter 1.
Introduction
Foreword
Acknowledgements
Chapter 2.
Setting the Scene
The Main Players
The Settlor
The Trustee
The Appointor
The Controller
The History of Trusts
Protecting Your Wealth
Tax Benefits of Using a Trust
So, How Does This Affect Me
Advantages
Disadvantages
In summary
Chapter 3.
Getting Started
Stamping Your Trust Deeds
Applying for an ABN & TFN
Opening a Bank Account
Personal
Trustee
Registering a Business Name
In Summary
Chapter 4.
Investing Through a Trust
Cash Investments
Share Investments
Bullion Investments
Forex Currency Investments
Property Investments
Home Sweet Home
In Summary
Chapter 5.
Borrowing Money
Borrowing Money From a Bank
Checklist of Information to Take to the Bank for a Loan
Borrowing Money from Private Sources
Interest Claims
Created Loan Accounts
In Summary
Chapter 6.
Keeping Score
Recording Your Mindset
Blank Minute
Blank Resolution
The Day to Day Transactions
Maintaining Your Trust Deed
Tax Return Checklist
In Summary
Chapter 7.
Down to Business
GST
Employing People
Insurances
Image
Planning
Marketing
In Summary
Chapter 8.
The Trust’s Tax Return
Closely Held Trusts
Tax Planning
After Profit Advantages
Before Profit Advantages
In Summary
Chapter 9.
Hybrid Trusts
So, What Happens a Few Years Down the Track
Investing With Another Person
Stamp Duty Savings
Further Reading
In Summary
Chapter 10.
Land Tax Trusts
Background
Land Tax
What To Do
In Summary
Chapter 11.
Magic Tricks
Unusual Tax Deductions
Profit Distribution
Wages
Motor Vehicles
Travelling Allowance
Capital Distributions
Refinancing
Cloning
In Summary
Chapter 12.
The King Is Dead, Long Live The King
In Summary
Chapter 13.
Questions & Answers
Structure FAQs
Financial & Tax FAQs
Investing FAQs
Chapter 14.
Sample Minutes
Potential Tax Deductions
Trust Rental Property Questionnaire
Afterword
NOTE: This publication is spiral-bound.
In February 2011, Dale Gatherum-Goss, a tax agent and former CPA* who is well known in investment circles, released the 6th, and most comprehensive, version of the bestselling book "Trust Magic".
"Trust Magic" has been incredibly successful and popular now for 8 years because Dale simplifies family trusts for the layperson and professional alike.
The book shows not only how trusts work, but how you can use them to save tax.
The book is complete with diagrams and explanations and is written in a relaxed and easy to read style. It is highly praised by
professionals and individuals alike.
With the sad passing of Nick Renton in early 2010, Trust Magic remains the only book on the market that deals with family trusts. Now, it has been brought up to date with a lot more new content and current tax laws and thinking.
Contents:
Chapter 1.
Introduction
Foreword
Acknowledgements
Chapter 2.
Setting the Scene
The Main Players
The Settlor
The Trustee
The Appointor
The Controller
The History of Trusts
Protecting Your Wealth
Tax Benefits of Using a Trust
So, How Does This Affect Me
Advantages
Disadvantages
In summary
Chapter 3.
Getting Started
Stamping Your Trust Deeds
Applying for an ABN & TFN
Opening a Bank Account
Personal
Trustee
Registering a Business Name
In Summary
Chapter 4.
Investing Through a Trust
Cash Investments
Share Investments
Bullion Investments
Forex Currency Investments
Property Investments
Home Sweet Home
In Summary
Chapter 5.
Borrowing Money
Borrowing Money From a Bank
Checklist of Information to Take to the Bank for a Loan
Borrowing Money from Private Sources
Interest Claims
Created Loan Accounts
In Summary
Chapter 6.
Keeping Score
Recording Your Mindset
Blank Minute
Blank Resolution
The Day to Day Transactions
Maintaining Your Trust Deed
Tax Return Checklist
In Summary
Chapter 7.
Down to Business
GST
Employing People
Insurances
Image
Planning
Marketing
In Summary
Chapter 8.
The Trust’s Tax Return
Closely Held Trusts
Tax Planning
After Profit Advantages
Before Profit Advantages
In Summary
Chapter 9.
Hybrid Trusts
So, What Happens a Few Years Down the Track
Investing With Another Person
Stamp Duty Savings
Further Reading
In Summary
Chapter 10.
Land Tax Trusts
Background
Land Tax
What To Do
In Summary
Chapter 11.
Magic Tricks
Unusual Tax Deductions
Profit Distribution
Wages
Motor Vehicles
Travelling Allowance
Capital Distributions
Refinancing
Cloning
In Summary
Chapter 12.
The King Is Dead, Long Live The King
In Summary
Chapter 13.
Questions & Answers
Structure FAQs
Financial & Tax FAQs
Investing FAQs
Chapter 14.
Sample Minutes
Potential Tax Deductions
Trust Rental Property Questionnaire
Afterword
NOTE: This publication is spiral-bound.
"Trust Magic" has been incredibly successful and popular now for 8 years because Dale simplifies family trusts for the layperson and professional alike.
The book shows not only how trusts work, but how you can use them to save tax.
The book is complete with diagrams and explanations and is written in a relaxed and easy to read style. It is highly praised by professionals and individuals alike.
With the sad passing of Nick Renton in early 2010, Trust Magic remains the only book on the market that deals with family trusts. Now, it has been brought up to date with a lot more new content and current tax laws and thinking.
Contents:
Chapter 1.
Introduction
Foreword
Acknowledgements
Chapter 2.
Setting the Scene
The Main Players
The Settlor
The Trustee
The Appointor
The Controller
The History of Trusts
Protecting Your Wealth
Tax Benefits of Using a Trust
So, How Does This Affect Me
Advantages
Disadvantages
In summary
Chapter 3.
Getting Started
Stamping Your Trust Deeds
Applying for an ABN & TFN
Opening a Bank Account
Personal
Trustee
Registering a Business Name
In Summary
Chapter 4.
Investing Through a Trust
Cash Investments
Share Investments
Bullion Investments
Forex Currency Investments
Property Investments
Home Sweet Home
In Summary
Chapter 5.
Borrowing Money
Borrowing Money From a Bank
Checklist of Information to Take to the Bank for a Loan
Borrowing Money from Private Sources
Interest Claims
Created Loan Accounts
In Summary
Chapter 6.
Keeping Score
Recording Your Mindset
Blank Minute
Blank Resolution
The Day to Day Transactions
Maintaining Your Trust Deed
Tax Return Checklist
In Summary
Chapter 7.
Down to Business
GST
Employing People
Insurances
Image
Planning
Marketing
In Summary
Chapter 8.
The Trust’s Tax Return
Closely Held Trusts
Tax Planning
After Profit Advantages
Before Profit Advantages
In Summary
Chapter 9.
Hybrid Trusts
So, What Happens a Few Years Down the Track
Investing With Another Person
Stamp Duty Savings
Further Reading
In Summary
Chapter 10.
Land Tax Trusts
Background
Land Tax
What To Do
In Summary
Chapter 11.
Magic Tricks
Unusual Tax Deductions
Profit Distribution
Wages
Motor Vehicles
Travelling Allowance
Capital Distributions
Refinancing
Cloning
In Summary
Chapter 12.
The King Is Dead, Long Live The King
In Summary
Chapter 13.
Questions & Answers
Structure FAQs
Financial & Tax FAQs
Investing FAQs
Chapter 14.
Sample Minutes
Potential Tax Deductions
Trust Rental Property Questionnaire
Afterword
NOTE: This publication is spiral-bound.
In February 2011, Dale Gatherum-Goss, a tax agent and former CPA* who is well known in investment circles, released the 6th, and most comprehensive, version of the bestselling book "Trust Magic".
"Trust Magic" has been incredibly successful and popular now for 8 years because Dale simplifies family trusts for the layperson and professional alike.
The book shows not only how trusts work, but how you can use them to save tax.
The book is complete with diagrams and explanations and is written in a relaxed and easy to read style. It is highly praised by
professionals and individuals alike.
With the sad passing of Nick Renton in early 2010, Trust Magic remains the only book on the market that deals with family trusts. Now, it has been brought up to date with a lot more new content and current tax laws and thinking.
Contents:
Chapter 1.
Introduction
Foreword
Acknowledgements
Chapter 2.
Setting the Scene
The Main Players
The Settlor
The Trustee
The Appointor
The Controller
The History of Trusts
Protecting Your Wealth
Tax Benefits of Using a Trust
So, How Does This Affect Me
Advantages
Disadvantages
In summary
Chapter 3.
Getting Started
Stamping Your Trust Deeds
Applying for an ABN & TFN
Opening a Bank Account
Personal
Trustee
Registering a Business Name
In Summary
Chapter 4.
Investing Through a Trust
Cash Investments
Share Investments
Bullion Investments
Forex Currency Investments
Property Investments
Home Sweet Home
In Summary
Chapter 5.
Borrowing Money
Borrowing Money From a Bank
Checklist of Information to Take to the Bank for a Loan
Borrowing Money from Private Sources
Interest Claims
Created Loan Accounts
In Summary
Chapter 6.
Keeping Score
Recording Your Mindset
Blank Minute
Blank Resolution
The Day to Day Transactions
Maintaining Your Trust Deed
Tax Return Checklist
In Summary
Chapter 7.
Down to Business
GST
Employing People
Insurances
Image
Planning
Marketing
In Summary
Chapter 8.
The Trust’s Tax Return
Closely Held Trusts
Tax Planning
After Profit Advantages
Before Profit Advantages
In Summary
Chapter 9.
Hybrid Trusts
So, What Happens a Few Years Down the Track
Investing With Another Person
Stamp Duty Savings
Further Reading
In Summary
Chapter 10.
Land Tax Trusts
Background
Land Tax
What To Do
In Summary
Chapter 11.
Magic Tricks
Unusual Tax Deductions
Profit Distribution
Wages
Motor Vehicles
Travelling Allowance
Capital Distributions
Refinancing
Cloning
In Summary
Chapter 12.
The King Is Dead, Long Live The King
In Summary
Chapter 13.
Questions & Answers
Structure FAQs
Financial & Tax FAQs
Investing FAQs
Chapter 14.
Sample Minutes
Potential Tax Deductions
Trust Rental Property Questionnaire
Afterword
NOTE: This publication is spiral-bound.
Additional Information
| Author | Dale Gatherum-Goss |
| Published In | Australia |
| Year Published | 2011 |
