Ask Firebug Fridays 37 feat. Terryw

Aussie Firebug

English - March 24, 2022 20:00 - 49 minutes - 33.8 MB - ★★★★★ - 4 ratings
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Previous Episode: 54. Terry & Ryan - Passive Income Project

Next Episode: 55. John Pidgeon - Investing in Property and Tips for First Home Buyers

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 Waugh - Structuringpodcast - The Structuring Podcastwebsite - Structuringwebsite - terryw.com.au