也问family trust,是设company 为trustee和beneficiary好，还是company下设trust好。

Jason.mel

想开发一些小房地产项目，求足迹高人指教，是设company 为trustee和beneficiary好，还是company下设trust好。

LENNY_DONG

if you have a few family member here, then company is trustee and benficiary.

if just you, company is enough. but if you want have trust as shareholder, that is not bad option

if project is very slow, trust holding cost very high especially land  tax

Jason.mel

Family trust的成员有什么规定吗？可以是没有亲属关系的朋友吗？自己的七大姑八大姨可以吗

LENNY_DONG

Jason.mel 发表于 2013-5-29 12:07
Family trust的成员有什么规定吗？可以是没有亲属关系的朋友吗？自己的七大姑八大姨可以吗 ...

any family member in law

but better tax resident purpose

JohnnySu

Jason.mel 发表于 2013-5-29 12:07
Family trust的成员有什么规定吗？可以是没有亲属关系的朋友吗？自己的七大姑八大姨可以吗 ...

Beneficiaries of a family trust is normally widely defined in the deed. That provides you with the larges flexibility when comes to distribution options.

JohnnySu

How to structure depends on your situation and your investment intention.

People use a wide range of structures. I think the one your are referring to is a discretionary trust with either an individual or corporate trustee.

Poweregg

LENNY_DONG 发表于 2013-5-29 11:54
if you have a few family member here, then company is trustee and benficiary.

if just you, company  ...

If in new
Company trustee can not be beneficiary

LENNY_DONG

Poweregg 发表于 2013-5-29 13:39
If in new
Company trustee can not be beneficiary

The trustee company can be a beneficiary – but it cannot be the only beneficiary. You would also need some individual beneficiaries or another company also.

Hope I am not wrong(paopaobing(88)) (paopaobing(88))

Poweregg

LENNY_DONG 发表于 2013-5-29 15:46
The trustee company can be a beneficiary – but it cannot be the only beneficiary. You would also  ...

任何trustee都不能是sole beneficiary，这违背了trust的基本定义
try cleardoc，when you setup a trust， it will remind you clearly

LENNY_DONG

Poweregg 发表于 2013-5-29 17:29
任何trustee都不能是sole beneficiary，这违背了trust的基本定义
try cleardoc，when you setup a trust ...

yes
所以你可以把你或者你太太放进去一起啊。我上面也说了啊或者你爸爸妈妈或者小孩

lovefenger

恩

Jason.mel

LENNY_DONG 发表于 2013-5-29 19:38
yes
所以你可以把你或者你太太放进去一起啊。我上面也说了啊或者你爸爸妈妈或者小孩 ...

谢谢回复，如果我把我七大姑八大姨等二，三十人做为beneficiary，需要做什么法律文件吗？还有投资我想利用借款因而出现利息以deduct到时候的profit，这个应该如何操作呀？谢谢

LENNY_DONG

Jason.mel 发表于 2013-5-29 20:37
谢谢回复，如果我把我七大姑八大姨等二，三十人做为beneficiary，需要做什么法律文件吗？还有投资我想利 ...

不需要，只要你们合法亲戚就可以

关键他们人在这里，没有收入。不然基本上没太大意义

另外利息，你要有明确LOAN AGREEMENT,付款方式，利息多少

每个月从你银行账户走出去多少钱，都要明确的PAPER.不是光有AGREEMENT就行。

同时借给你钱的人要申报收入。

Jason.mel

做为Beneficiary的七大姑八大姨都是non resident，可能他们的税率较高，怎么听说有非公民才交10%税的。

LENNY_DONG

Jason.mel 发表于 2013-5-29 21:10
做为Beneficiary的七大姑八大姨都是non resident，可能他们的税率较高，怎么听说有非公民才交10%税的。 ...

那是利息收入

别的32.5%开始征税。没有免税额度

JohnnySu

Jason.mel 发表于 2013-5-29 21:10
做为Beneficiary的七大姑八大姨都是non resident，可能他们的税率较高，怎么听说有非公民才交10%税的。 ...

10％是非居民利息收入的withholding tax. 根据收入性质不同 非居民的税率是不同的 譬如说unfranked dividend 的withholding tax是30％

stevenhu

Poweregg 发表于 2013-5-29 17:29
任何trustee都不能是sole beneficiary，这违背了trust的基本定义
try cleardoc，when you setup a trust ...

NSW only

Poweregg

stevenhu 发表于 2013-5-30 18:49
NSW only

any where
trustee can not be sole beneficiary

nsw
company trustee can not be beneficiary

stevenhu

Poweregg 发表于 2013-5-30 19:08
any where
trustee can not be sole beneficiary

nobody can be the sole beneficiary of trust

Poweregg

stevenhu 发表于 2013-5-30 19:27
nobody can be the sole beneficiary of trust

One member Smsf with friend or company as trustee

南极熊

跟帖学习

stevenhu

Poweregg 发表于 2013-5-30 20:02
One member Smsf with friend or company as trustee

SMSF is not normal trust
it is super fund

Poweregg

stevenhu 发表于 2013-5-30 20:16
SMSF is not normal trust
it is super fund

Special trust is a trust.  Have trustee have beneficiary

junni813

COMPANY 作为TRUSTEE 和BENEFICIARY 应该分开设立2个。

stevenhu

Trust越来越不好用了，一大堆working paper要做
ATO2013批了67M去查trust，估计能带来379M的收入

LENNY_DONG

stevenhu 发表于 2013-5-30 20:32
Trust越来越不好用了，一大堆working paper要做
ATO2013批了67M去查trust，估计能带来379M的收入:in ...

主要查HIGH WORTH INDIVIDUAL用TRUST的

个人觉得律师啊，医生这些都是重点审查对象。

Mr.Yuan

LENNY_DONG 发表于 2013-5-30 21:29
主要查HIGH WORTH INDIVIDUAL用TRUST的

个人觉得律师啊，医生这些都是重点审查对象。

问题是如果大家都是经过会计的专业意见来做的话 ATO也查不到太多东西吧 又不是自己乱来的.

LENNY_DONG

Mr.Yuan 发表于 2013-6-9 22:18
问题是如果大家都是经过会计的专业意见来做的话 ATO也查不到太多东西吧 又不是自己乱来的. ...

问题在于很多客户不听会计要求做。把公司赚得钱拿去买房等等。所以只好ATO出马了

冬迹之樱

STS-TAX 发表于 2013-5-29 11:54
if you have a few family member here, then company is trustee and benficiary.

if just you, company  ...

请教一下，关于 land tax 方面，

如果有2个properties 放在一个 family trust 好呢，还是一个 trust 放一个房子？

LENNY_DONG

冬迹之樱 发表于 2013-10-2 13:22
请教一下，关于 land tax 方面，

如果有2个properties 放在一个 family trust 好呢，还是一个 trust 放 ...

If property very expensive, i would use different trust to hold

If say 500k each, i would put together....

just personal idea