Terryw

The Structuring Podcast

Business EN ↓ 189 episodes

A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au

Be sure to visit the podcast's website and support the creator: structuring.com.au

Author

Terryw

Episodes

64. Helping Parents so They Don’t Have To Sell 28.11.2022 4:59

Fan Mail - Send us a Text Message Today’s topic is about helping parents so they don’t have to sell their main residence as they age. Property Chat Forum - Legal Tip 407: Informal ‘Reverse Mortgages’ from Adult Children and Estate Planning Support the show www.structuring.com.au

63. Spousal Transfers 21.11.2022 4:49

Fan Mail - Send us a Text Message Today I'm talking about transferring an asset to your spouse. Support the show www.structuring.com.au

62. What Happens if a Beneficiary Under Your Will Dies? 14.11.2022 4:24

Fan Mail - Send us a Text Message Today we’re talking about wills and specifically what happens if a person you leave a gift to dies before or after you. Support the show www.structuring.com.au

61. Taxation of Property Profits on a Sale 07.11.2022 5:46

Fan Mail - Send us a Text Message Today I'm talking about the different ways you can be taxed on the profit made when selling a property. Links to Terry’s Tax Tips on the Property Chat forum: Tax Tip 143: The sale of a property – Capital or Revenue account? Tax Tip 157: Difference on being taxed Capital v Revenue Account Tax Tip 334: The Main Residence Exemption Doesn’t Apply to Property held...

60. Credit Cards and Tax Issues Relating to Deductibility of Interest 31.10.2022 3:58

Fan Mail - Send us a Text Message Today we're talking about how to manage credit cards when paying for expenses relating to your investments. Support the show www.structuring.com.au

59. Part 2 of an Aussie Firebug episode with Terry Waugh 24.10.2022 13:10

Fan Mail - Send us a Text Message This week we have the 2nd part of the Aussie Firebug episode. In this episode we cover the following: Receiving the monetary value of a trust distribution that doesn’t go directly to you. Can you distribute franking credits only to someone in a high tax bracket? Working as a contractor under the PSI rule and trust distributions. Estate planning for families with i...

58. Part 1 of an Aussie Firebug episode with Terry Waugh 17.10.2022 32:38

Fan Mail - Send us a Text Message This week we have part 1 of an Aussie Firebug podcast episode that was originally published in early 2022. This is a lengthy case study involving a couple who partially owns two businesses through a company and a trust and how their current share portfolio is structured. Support the show www.structuring.com.au

57. Reasons to Buy a Main Residence Before Investing 10.10.2022 4:39

Fan Mail - Send us a Text Message In today's episode we talk about reasons to buy a main residence before starting to invest. Support the show www.structuring.com.au

56. Structuring Investments for Children 03.10.2022 4:41

Fan Mail - Send us a Text Message In this episode we talk about structuring investments for your children. Support the show www.structuring.com.au

55. Death and Superannuation 26.09.2022 4:59

Fan Mail - Send us a Text Message Today we're talking about death and superannuation. Support the show www.structuring.com.au

54. Five Things to do with Loans Before Retirement 19.09.2022 4:02

Fan Mail - Send us a Text Message Today we cover five things to do with your loans before quitting your job and retiring. Support the show www.structuring.com.au

53. Buying Property with Friends 12.09.2022 5:57

Fan Mail - Send us a Text Message Today we’re talking about the legal implications of buying property with friends. Support the show www.structuring.com.au

52. CGT After Living in an Investment Property 05.09.2022 4:28

Fan Mail - Send us a Text Message In this episode we cover how capital gains tax is worked out when you move into one of your investment properties. Support the show www.structuring.com.au

51. Five More Ways to Increase Borrowing Capacity 29.08.2022 4:15

Fan Mail - Send us a Text Message Here are 5 more basic ways to improve serviceability or the ability to borrow more money. Very important for property investors. Support the show www.structuring.com.au

50. Gift and Borrow Back Asset Protection Strategy 22.08.2022 4:55

Fan Mail - Send us a Text Message Here is an asset protection strategy known as “the gift and borrow back strategy”. Support the show www.structuring.com.au

49. Five Ways to Increase Your Borrowing Capacity 15.08.2022 4:13

Fan Mail - Send us a Text Message Here are 5 basic ways to improve serviceability or the ability to borrow more money. Very important for property investors. www.structuring.com.au Support the show www.structuring.com.au

48. Strategy to Reduce CGT when Investing in Property 08.08.2022 4:37

Fan Mail - Send us a Text Message Today's podcast is about a very simple strategy to save tax and speed up retirement or financial independence. It is usually over looked. www.structuring.com.au Support the show www.structuring.com.au

47. The Difference Between Rent and Board 01.08.2022 5:26

Fan Mail - Send us a Text Message Listener Question: What is the difference between Rent and Board? www.structuring.com.au Support the show www.structuring.com.au

46. Trusts and the Claiming of Expenses 25.07.2022 4:20

Fan Mail - Send us a Text Message Today I’m talking about trusts and the claiming of expenses. www.structuring.com.au Support the show www.structuring.com.au

45. Offset Accounts and Tax 18.07.2022 4:30

Fan Mail - Send us a Text Message Here is a brief overview of some of the tax issues relating to offset accounts. www.structuring.com.au Support the show www.structuring.com.au

44. Using Redraw to Invest 11.07.2022 3:43

Fan Mail - Send us a Text Message It is possible to redraw from a loan to invest, but there are some tax issues to consider before doing this. Property Chat Forum - Tax Tip 6: Using Redraw to Invest www.structuring.com.au Support the show www.structuring.com.au

43. Reimbursing Yourself with Borrowed Money 04.07.2022 4:29

Fan Mail - Send us a Text Message If you pay cash for something it is not possible to later borrow to acquire it and that means interest deductions can be lost. www.structuring.com.au Support the show www.structuring.com.au

42. Gifting as a Structuring Strategy 27.06.2022 4:02

Fan Mail - Send us a Text Message There are 5 times that gifting might be used as a structuring strategy. www.structuring.com.au Support the show www.structuring.com.au

41. Claiming Interest After the Sale of an Asset 20.06.2022 4:27

Fan Mail - Send us a Text Message Once an asset is sold the interest on any loan used to acquire that asset can no longer be claimed. There is, however, one limited exception to this rule and that is where an asset is sold at an amount less than the loan used to acquire it. www.structuring.com.au Support the show www.structuring.com.au

40. Cross-Collateralisation and Retirement 13.06.2022 4:50

Fan Mail - Send us a Text Message Cross collateralising loan securities can ruin retirement plans. Beware. www.structuring.com.au Support the show www.structuring.com.au