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Homepage Private Community Forums Private Trusts & Private Foundations Foundation – Peter uncontactable? Foundation Bank Account issues

  • Foundation – Peter uncontactable? Foundation Bank Account issues

    Posted by yort on October 1, 2024 at 2:01 pm

    Good afternoon:)

    • Is anyone else having trouble contacting Peter regarding the foundation set-up?

    When I try to email him it sends an error back to me saying that his email is not active.


    • Does Peter set up a bank account with Westpac if you purchase his foundation?

    I’m having massive trouble getting a foundation bank account set up and am hoping Peter can help. Is anyone else having trouble?

    Thank you

    whitehousefamily replied 7 months, 3 weeks ago 4 Members · 4 Replies
  • 4 Replies
  • John

    Member
    October 1, 2024 at 3:23 pm

    Hi Yort,

    My brother-in-law is working with Peter at the moment to set up his foundation. He’s also having issues getting in contact with Peter. Peter will eventually respond but if your emails are bouncing back then it would be best to contact him via phone. I’ll send you a personal message with his number.

    I set up my foundation with Peter a couple of years ago, and my daughter about a year ago. My daughter ended up getting her foundation bank account set up with ANZ (so did I), and I have also had success setting up a foundation bank account with Great Southern Bank.

    If you follow the instructions from Peter you can set up the bank account yourself.

  • yort

    Member
    October 5, 2024 at 8:39 pm

    John thank you very much for taking the time to reply. That’s great to hear you & your daughter have an account set up! I actually re wrote a constitution I had and was successful at both CBA and NAB. The foundation has a genuine purpose and the constitution just done away with all the trigger words. Do you you have a trust and do you invoice a pty Ltd company? Just trying to figure out best way of invoicing my pty Ltd company. Thinking it may be best to add foundation as beneficiary of the trust

  • littlenut81hotmail-com

    Member
    October 25, 2024 at 2:14 pm

    Hi Yort

    Did you end up getting in contact with Peter?

    I have been trying for days now phone goes straight to voice mail but the voice mail is full.

    Also tried texting.

  • whitehousefamily

    Member
    November 10, 2024 at 7:58 am

    I set up a foundation with Peter and had a bank account with Westpac. Last year Westpac shut my Foundation Account along with my corporate Charity Account as Westpac chose not to do those accounts anymore. In one of the many videos that Mark has done, he speaks in depth about the seriousness of Westpac challenges. I truely believe it was in one of the Trust educational videos. The best way to contact Peter is via telephone and I belive another meber has sent you his number