Private Trust – NSW stamp duty exemption & deed date QUESTIONS

[morag-janet-of-the-hill-family]

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[missmj]

Thanks Morag! You’re a legend 🙂

One more question…. is it worth back dating the trust deed? Or it really doesn’t matter because we are simply transferring everything over to a Trust?

[morag-janet-of-the-hill-family]

When you purchase the trust then you get a 1 hour zoom meeting with Mark so you can ask any questions there.

[missmj]

I have already had my one hour zoom chat, can you please help me answer this question? So i can complete the next step and get back to you guys. I am unclear of the answer thats why im asking. Thank you!

[morag-janet-of-the-hill-family]

You should have contact details for Mark as a part of your Trust purchase, so it would be best to ask him to clarify this for you.

[missmj]

Also, do we get the trust deed document first then we change over our assets?

Im confused…

[morag-janet-of-the-hill-family]

You need the Deed before you can put anything into the trust, yes.

[missmj]

Hi Morag,

This is becoming a little frustrating. I have looked for Mark’s contact details via my Trust purchase. I cannot locate it. This is why i’m asking here. Can you please give me his best email so i can contact him directly about this?

Thank you

Marja

[morag-janet-of-the-hill-family]

If you private message me I can give you what I’ve got re Trust contact details.

[missmj]

Hi Morag, I found his email. If i dont have any luck i will PM you. Thanks for your help so far 🙂

[morag-janet-of-the-hill-family]

That’s great 🙂