Aussie Firebug

Ask Firebug Fridays 37 feat. Terry W


Listen Later

Welcome back to another episode of Ask Firebug Fridays! Today Terry W has returned to the show to help me answer your questions.

Some of the topics we cover in today’s episode:

  • A lengthy case study involving a couple who partially owns two businesses through a company and a trust. How their current share portfolio is structured and if Terry has any concerns or recommendations. (03:39)
  • Receiving the monetary value of a trust distribution that doesn’t go directly to you. (35:36)
  • Can you distribute franking credits only to someone in a high tax bracket? (41:36)
  • Working as a contractor under the PSI rule and trust distributions. (43:07)
  • Estate planning for families with international assets. (45:11)

Links:

  • podcast - Episode 46. Terry W - Structuring
  • podcast - The Structuring Podcast
  • website - Structuring
  • website - terryw.com.au

www.aussiefirebug.com/aff

...more
View all episodesView all episodes
Download on the App Store

Aussie FirebugBy Aussie Firebug

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings


More shows like Aussie Firebug

View all
The Property Couch by Bryce Holdaway & Ben Kingsley

The Property Couch

47 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

89 Listeners

The Money Puzzle by The Australian

The Money Puzzle

41 Listeners

Investopoly by Stuart Wemyss

Investopoly

12 Listeners

money money money by Glen James

money money money

49 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

46 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

21 Listeners

Australian Finance Podcast by Rask

Australian Finance Podcast

25 Listeners

this is property by John Pidgeon & Rachelle Kroon

this is property

5 Listeners

Get Started Investing by Equity Mates Media

Get Started Investing

25 Listeners

Retire Right by Glen James

Retire Right

25 Listeners

Get Rich Slow Club by Ana Kresina & Natasha Etschmann

Get Rich Slow Club

7 Listeners

Australian Property Podcast by Rask

Australian Property Podcast

4 Listeners

Aussie FIRE | Financial Independence Retire Early by Hayden Smith & Dave Gow

Aussie FIRE | Financial Independence Retire Early

7 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

11 Listeners