Aussie Firebug

Ask Firebug Fridays 37 feat. Terry W


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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

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