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Search: Posts Made By: gld
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Forum: Australia
Feb 10th 2004, 2:14 pm
Replies: 80
Views: 4,997
Posted By gld

Re: parent not wanting us to go

Try the Option of knowing that they could go on a 410 Visa - element of surprise - they could be jealous!

It surprised some of our clients

Cheers
Forum: Australia
Jan 21st 2004, 5:47 pm
Replies: 31
Views: 3,332
Posted By gld

Re: Cash is Tax Assessed - Opportunity

Alan

It was something - you said on a way past post which related to tax issues - I will dig it out when I get back from my trip.

It seemed to imply that we were not qualified - that was how...
Forum: Australia
Jan 21st 2004, 5:06 pm
Replies: 31
Views: 3,332
Posted By gld

Re: Cash is Tax Assessed - Opportunity

Healthy Debate - aids migrant needs.

Hardest part is where we appear to technically disagree.

The operative word is appear and translating that into words.
Forum: Australia
Jan 20th 2004, 8:44 pm
Replies: 31
Views: 3,332
Posted By gld

Spot on! Common sense prevails I remember...

Spot on! Common sense prevails

I remember coffee with an ATO Director - I asked how do you deal with those who say "I didn't know that there were tax issues"

He said - "You would say that...
Forum: Australia
Jan 20th 2004, 8:23 pm
Replies: 6
Views: 770
Posted By gld

Re: using a migration expert ?

As far as visas are concerned suggest that you follow a policy of either, 1, 2 or 3.

1. Use an expert such as Ian Harrop and Associates or Emigration Group or Concept or Visa Unit - if you want...
Forum: Australia
Jan 20th 2004, 7:38 pm
Replies: 4
Views: 575
Posted By gld

Re: Anybody used 'Tranzfers'

Have you tried www.hifx.co.uk

Manchester United use them - depends on loyalties - but they are up for it.

Big player - great service.

Ask for Jonathan or Amy
Forum: Australia
Jan 20th 2004, 12:19 pm
Replies: 31
Views: 3,332
Posted By gld

Re: Cash is Tax Assessed - Opportunity

Oz Tennis

There is a need for a second opinion - on this. I take it as no offence. We know its opened up discussions in the big tax firms.

This needs a second opinion so lets quote from...
Forum: Australia
Jan 20th 2004, 12:02 pm
Replies: 31
Views: 3,332
Posted By gld

Re: Cash is Tax Assessed - Opportunity

Alan

The posting you made had to be responded to as we felt that there was a possibility it could direct readers away from the technical fact, we hoped that is would encourage you to read the...
Forum: Australia
Jan 20th 2004, 8:06 am
Replies: 31
Views: 3,332
Posted By gld

Cash is Tax Assessed - Opportunity

Alan

Before answering this email - a comment is necessary about the Brief.

The Quality of the Brief

Those from an accounting and financial background who were involved in the production of...
Forum: Australia
Jan 19th 2004, 7:10 pm
Replies: 31
Views: 3,332
Posted By gld

This legislation does affect individuals - its...

This legislation does affect individuals - its not just limited to corporates - the man in the street is affected.

Opinion has been sought on this legislation by the Montfort International team...
Forum: Australia
Jan 19th 2004, 8:23 am
Replies: 7
Views: 1,132
Posted By gld

If you are drawing the pension then its down to...

If you are drawing the pension then its down to Undeducted Purchase Price calculations. From what I discerned it was a 410 and a pension potentially not in payment - sorry I misunderstood. As it...
Forum: Australia
Jan 18th 2004, 4:54 pm
Replies: 5
Views: 712
Posted By gld

Re: Superannuation

This is a statement of fact, I will use myself as an example.

Employer does not have to contribute.

Qualification requirements are as follows:

You must in the UK be FSA regulated and be...
Forum: Australia
Jan 18th 2004, 4:22 pm
Replies: 7
Views: 1,132
Posted By gld

Re: How is a pension taxed?

Depends on how you have structured your pension, if you have drawn it - that is one thing, (there are still tax reducing options) Australia has some wierd and wonderful ways of dealing with UK...
Forum: Australia
Jan 18th 2004, 3:56 pm
Replies: 6
Views: 542
Posted By gld

Re: Buy to let Mortgage

Anybody who does this needs to know that there is more to this than meets the eye - though there are changes in the new DTA.

If you use an advisor how many advisors know the following....
...
Forum: Australia
Jan 18th 2004, 3:48 pm
Replies: 31
Views: 3,332
Posted By gld

Re: Saving in Oz

Be careful about holding cash in UK Australia has introduced a tax on cash whereby you make elections as to how you would be taxed on foreign exchange - this affects all migrants

Its rocket...
Forum: Australia
Jan 18th 2004, 3:34 pm
Replies: 8
Views: 996
Posted By gld

Re: Australian Income Tax Calculator

I forgot to say that the pre-departure shuffle with pensions can significantly reduce your tax. Some you can do in the "Gap" and some before leaving. It can send you into a Nil or low tax bracket,...
Forum: Australia
Jan 18th 2004, 3:28 pm
Forum: Australia
Jan 18th 2004, 3:23 pm
Replies: 7
Views: 578
Posted By gld

Re: Buying property in OZ

FIRB Approval is required for those on temp visas - you can request that and you can get it post offe, i.e. you can have retrospective approval which you should get automatically - they will tell you...
Forum: Australia
Jan 11th 2004, 2:57 pm
Replies: 76
Views: 5,197
Posted By gld

Your question would require presentation of a...

Your question would require presentation of a whole series of facts and statements and arguments and legislation sources which are not in one place. We get paid for our interpretations and our...
Forum: Australia
Jan 11th 2004, 12:28 pm
Replies: 76
Views: 5,197
Posted By gld

First Question There is no restriction...

First Question

There is no restriction placed on the amount that can be taken as a lump sum by the UK scheme


Second Question

Its not just in one section - its by putting different factors...
Jan 11th 2004, 11:09 am
Replies: 26
Views: 1,603
Posted By gld

Re: Hidden Costs of Pension Transfers -do they exist?

Yep, we are experienced in it - we pioneered a number of the procedures (that is not an advert) - but we also do not think all schemes should go - advice is necessary pre-departure. In fact...
Forum: Australia
Jan 11th 2004, 10:59 am
Replies: 76
Views: 5,197
Posted By gld

Rules changed a couple of years ago (Ray) Stevens...

Rules changed a couple of years ago (Ray) Stevens was out of date in his knowledge. The concern that is still there

Inland Revenue (UK) says that they will not restrict the lump sum to 25% - but...
Forum: Australia
Jan 11th 2004, 7:38 am
Replies: 76
Views: 5,197
Posted By gld

This is why a UK scheme that could do this was...

This is why a UK scheme that could do this was the natural next development because it can do so much for a transfer that should go ahead. It was an obvious progression from just transfer the...
Forum: Australia
Jan 11th 2004, 7:25 am
Replies: 76
Views: 5,197
Posted By gld

Jumbo A reserved almost there - but you have...

Jumbo

A reserved almost there - but you have a unique situation, everyones is -

If everything be equal you could be sitting pretty - you have to make it belt and braces though - so that it...
Jan 9th 2004, 5:18 pm
Replies: 29
Views: 1,576
Posted By gld

Re: New Financial Requirements to be introduced for Initial Retirement Visa Applicati

Unless one sees the pension scheme itself one cannot say what it is. The depends relates to contract wording.

I meant to say earlier that your idea of holding Australian Stocks would not work if...
Showing results 1 to 25 of 94
 


 
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