Audio

Financial literacy -- knowing the basics & more
Understanding your motivation as a buyer or seller
The place of emotion in a deal (and why you can't ignore it)
Letting go of the 'contest' -- win/lose or getting what you want?
Getting into the dance of give and take

Establishing your 'Position of POWER' as a vendor -- 5 keys
Three reasons you should never, ever sell privately
Once an offer is received -- dos and don'ts
Conditions - what to accept and reject
Dealing with agents when decision-making & time frames

Selling rentals -- how to handle it to get the best results
How to establish your 'Position of POWER' as a purchaser
'First and final' offers
Conditions - what to ask for (less than you think)
Dealing with the to and fro

Buying investments -- different criteria
Keeping things in perspective -- do the maths and move on
On-going negotiation from a 'Position of POWER'
... and more!

How to Negotiate from a 'Position of POWER'
Audio CD & 9pp COURSE NOTES booklet
Impartial, up-to-date information based on experience

Order your copy now!

As Mark said in a recent client newsletter:

"The changes really are monumental and there is no one size fits all solution. The deadlines are also looming. The new law comes in on 1 April 2011 with all elections needing to be filed within 6 months of this date. But don’t be fooled, if you want to alter your shareholding ratio, say for example if your LAQC is now profitable without depreciation and the high income earner owns the majority of the shares, you will need to action this change before the new law takes effect on 1 April 2011."

What’s covered: (The CD is divided into 48 tracks so you can easily find your way to a section of interest or that you need to listen to again to understand.)

Background: Why the focus on LAQCs
See the changes in the context of removal of depreciation allowance
ICNAZ comments
What broadly, are the changes?

The default option - QC status but no losses
Is that a good option?
The second option is ...?
The Look Through Company (LTC) - a new beast, just invented (oh joy!)
Transition to ’Look Through’ status

Is it like a Corporate Trustee?
Differences between LAQC and LTC
No restriction on foreign sourced income
LTC distribution to trusts can ne held
Elections with LTC different to LAQC

Complicated - on purpose?
Loss of status = two year stand down!

How does loss limitation work?
Formulas for calculating loss limitation and ’owner’s base’
Tax practitioner will have to ’track the base’

Owners working in LTC - big changes
Other options besides 1 & 2
Limited liability co. has advantages
Transition to trust?

What’s the tipping point between co. & trust?
A sale of shares in Co = deemed disposal of asset

What are the deadlines and timeframes on LTCs?
What deadlines on the other options?
Why the rush?

Losing Look Through status - BIG implications
Triggering depreciation clawback
How should people proceed?
A staged process
Current market makes landlord profits more likely

Your old shareholding ratios may be EXACTLY wrong now
A caveat: How IRD may regard shareholder tweaks
Need for: valuations, matrimonial advice
Bottom line advice from Mark Withers

1x Audio CD. $49.95 + P&H (Tax deductible? I should jolly well think so!)

Brendan O’Donovan, Westpac Bank’s Chief Economist, a well-respected and straight-talking expert commentator on markets and economic matters. Brendan will share the latest information available on economic conditions and the outlook.

Olly Newland, property investor. mentor and trader for over 45 years, the ’guru’ of TV’s Property Climbers and best-selling author of six books on property investment including The Rascal’s Guide to Real Estate, The Day the Bubble Bursts and Climbing the Property Ladder.

Mark Withers, specialist property accountant and an investor, author of Property Tax -- A New Zealand Investor’s Guide and audio programmes: The 7 key traits of successful property investors. Mark’s observations and experience at the coal-face is priceless. He’ll share crucial updates about recent tax changes — the clock is ticking - and what other investors are doing (and can do) to deal with the market conditions.

Some topics for discussion on the night (course notes provided):

Brendan:

• The ’economic recovery’ -- when will everyone feel it? (not just the big corporates and the primary sector)
• Why small and medium enterprises are still under pressure
• Regional analysis -- unemployment is centred in the north - why?
• What’s the role of debt in the holding back consumer confidence?
• The international scene - are we moving into a ’two-speed world’? (Boom vs struggle.)
• Quantitative easing (printing money) -- what’s the legacy of that? What effect for NZ?
• Property: how has the residential market been affected by the tax changes
• What’s the impact of the tax changes -- Q: Do the cuts in the tax rate overshadow the loss of building depreciation claims? Economists: Oh yes! (But what about the one-off ’value reduction’ effect of those changes?)
• Which sectors of the property market are likely to outperform the overall market in 2011-2012?
• What are the factors driving rents up? And how long will they last?
• Interest rates, inflation. liquidity, kiwi dollar forecasts?
• Is the Reserve Bank’s approach to interest rates working?
• Funding for property: are mezzanine funders/finance companies gone forever?

Olly:

• What’s happening in the market? (residential and commercial)
• Where are the deals? Some examples of success and failure.
• What’s been the effect (on investors) of the rolling finance co. collapses?
• Mortgagee sales -- what do they do to the market? Winners and losers?
• Practical funding: where should investors go for loans?
• Advice for investors -- ’Buy now’? Really?
• Rents continuing to rise? Is there a housing shortage?
• What about commercial premises and deals?
• Are reports of a bounce much overcooked?

Mark:

• Ground-shaking tax changes that affect most property investors
• What action steps do MOST property investors and landlords need to take in response -- and when? (Clue: Now!)
• Is that it? Any more surprises/tax changes signalled (no CGT but what about death duty?)
• What do the changes to gifting for Family Trusts mean? Is there an agenda to ’pierce’ trusts?
• How big a loss is the loss of building depreciation deductibility, really?
• What about depreciating chattels? What’s changed there?
• Goodbye LAQCs, hello Look Through Companies -- so why a whole new tax regime? (Fish-hooks aplenty!)
• How will the new Associated Persons/Tainting rules work in with LTCs?
• ... and more!

Brendan O’Donovan, Westpac Bank’s Chief Economist, a well-respected and straight-talking expert commentator on markets and economic matters. Brendan will share the latest information available on economic conditions and the outlook.

Olly Newland, property investor. mentor and trader for over 45 years, the ’guru’ of TV’sProperty Climbers and best-selling author of six books on property investment includingThe Rascal’s Guide to Real Estate, The Day the Bubble Bursts and Climbing the Property Ladder.

Mark Withers, specialist property accountant and an investor, author of Property Tax -- A New Zealand Investor’s Guide and audio programmes: The 7 key traits of successful property investors. Mark’s observations and experience at the coal-face is priceless. He’ll share crucial updates about recent tax changes — the clock is ticking - and what other investors are doing (and can do) to deal with the market conditions.

Some topics for discussion on the night (course notes provided):

Brendan:
• The ’economic recovery’ -- when will everyone feel it? (not just the big corporates and the primary sector)
• Why small and medium enterprises are still under pressure
• Regional analysis -- unemployment is centred in the north - why?
• What’s the role of debt in the holding back consumer confidence?
• The international scene - are we moving into a ’two-speed world’? (Boom vs struggle.)
• Quantitative easing (printing money) -- what’s the legacy of that? What effect for NZ?
• Property: how has the residential market been affected by the tax changes
• What’s the impact of the tax changes -- Q: Do the cuts in the tax rate overshadow the loss of building depreciation claims? Economists: Oh yes! (But what about the one-off ’value reduction’ effect of those changes?)
• Which sectors of the property market are likely to outperform the overall market in 2011-2012?
• What are the factors driving rents up? And how long will they last?
• Interest rates, inflation. liquidity, kiwi dollar forecasts?
• Is the Reserve Bank’s approach to interest rates working?
• Funding for property: are mezzanine funders/finance companies gone forever?

Olly:

• What’s happening in the market? (residential and commercial)
• Where are the deals? Some examples of success and failure.
• What’s been the effect (on investors) of the rolling finance co. collapses?
• Mortgagee sales -- what do they do to the market? Winners and losers?
• Practical funding: where should investors go for loans?
• Advice for investors -- ’Buy now’? Really?
• Rents continuing to rise? Is there a housing shortage?
• What about commercial premises and deals?
• Are reports of a bounce much overcooked?

Mark:

• Ground-shaking tax changes that affect most property investors
• What action steps do MOST property investors and landlords need to take in response -- and when? (Clue: Now!)
• Is that it? Any more surprises/tax changes signalled (no CGT but what about death duty?)
• What do the changes to gifting for Family Trusts mean? Is there an agenda to ’pierce’ trusts?
• How big a loss is the loss of building depreciation deductibility, really?
• What about depreciating chattels? What’s changed there?
• Goodbye LAQCs, hello Look Through Companies -- so why a whole new tax regime? (Fish-hooks aplenty!)
• How will the new Associated Persons/Tainting rules work in with LTCs?
• ... and more!

Read a detailed review of the seminar here.

As Mark said in a recent client newsletter:
"The changes really are monumental and there is no one size fits all solution. The deadlines are also looming. The new law comes in on 1 April 2011 with all elections needing to be filed within 6 months of this date. But don’t be fooled, if you want to alter your shareholding ratio, say for example if your LAQC is now profitable without depreciation and the high income earner owns the majority of the shares, you will need to action this change before the new law takes effect on 1 April 2011."

What’s covered: (The CD is divided into 48 tracks so you can easily find your way to a section of interest or that you need to listen to again to understand.)

• Background: Why the focus on LAQCs
• See the changes in the context of removal of depreciation allowance
• ICNAZ comments
• What broadly, are the changes?
• The default option - QC status but no losses
• Is that a good option?
• The second option is ...?
• The Look Through Company (LTC) - a new beast, just invented (oh joy!)
• Transition to ’Look Through’ status
• Is it like a Corporate Trustee?
• Differences between LAQC and LTC
• No restriction on foreign sourced income
• LTC distribution to trusts can ne held
• Elections with LTC different to LAQC
• Complicated - on purpose?
• Loss of status = two year stand down!
• How does loss limitation work?
• Formulas for calculating loss limitation and ’owner’s base’
• Tax practitioner will have to ’track the base’
• Owners working in LTC - big changes
• Other options besides 1 & 2
• Limited liability co. has advantages
• Transition to trust?
• What’s the tipping point between co. & trust?
• A sale of shares in Co = deemed disposal of asset
• What are the deadlines and timeframes on LTCs?
• What deadlines on the other options?
• Why the rush?
• Losing Look Through status - BIG implications
• Triggering depreciation clawback
• How should people proceed?
• A staged process
• Current market makes landlord profits more likely
• Your old shareholding ratios may be EXACTLY wrong now
• A caveat: How IRD may regard shareholder tweaks
• Need for: valuations, matrimonial advice
• Bottom line advice from Mark Withers

2x MP3 Audio files $49.95 Electronic delivery (Tax deductible? I should jolly well think so!)