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  1. #1
    or TizYou?
    TizMe's Avatar
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    Setting up a discretionary trust

    Since retirement, I've started thinking more about how I should structure my savings, investments and distributions going forward.

    Currently I'm a non-resident for tax purposes in Australia, I haven't done an Aus tax return since I left in 1996.

    I have 99% of my investments in Aus, no property though, just ASX listed shares.
    This way, I'm exempt from CGT and taxes on dividends, but I also miss out on any imputation tax credits.

    Has anyone in a similar situation looked into setting up a discretionary trust to hold their assets?

  2. #2
    Thailand Expat
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    Access Denied

    This link should help.

  3. #3
    Thailand Expat
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    Access denied, go to ATO.gov.au and look up non resident for tax purposes.

  4. #4
    or TizYou?
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    Tax on trust distributions to non-resident beneficiaries


    Thanks.
    This one has the information. I'll digest it and then decide what to do.

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