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APIA: David Whitburn 25/8/10

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  • APIA: David Whitburn 25/8/10

    APIA Central Group

    Choosing the right ownership structure for your portfolio in light of the recent Budget and law changes

    The August Central Auckland meeting will feature the APIA President, experienced investor and trust lawyer, David Whitburn. David is an accomplished presenter and will give an overview of the various ownership structures available today for property investors and go through the pros and cons of each structure. He will be giving coverage to owning property in:

    * your Personal Name
    * in a standard Company
    * in a Loss Attributing Qualifying Company (including highlighting the key changes announced in the May 20th Budget by the Government)
    * in a Partnership (including Limited Liability Partnership)
    * in a Trust

    David will also cover owning properties in joint ventures, and most importantly give examples of these structures with various situations simulated. He will also give you his opinion briefly on the Auckland housing market and talk about the impact of the depreciation changes to your portfolio, so you are armed in advance for what to do in case you need to restructure and/or refinance your portfolio prior to the new rules taking effect on 1 April 2011. David will also briefly explain the discounts available to APIA members and explain how our principal sponsor ANZ Bank's [email protected] package can save you sizeable amounts of money.

    If you are serious about investing and want to get an understanding of the available structures and what is the best thing you can do for your own circumstances, please register now to hear the APIA President and trust lawyer present by emailing [email protected] or call (09) 360 2376.

    Next Meeting: Wednesday 25th August

    Venue: Lynfield Room, Fickling Convention Centre, 546 Mt Albert Road, Three Kings

    Time: 7pm arrival for 7.30 start

    Cost: $5 per person (members), $15 per person (non members)

    Convener: Barry Bridgman

  • #2
    Hope to see you all tonight for this top presentation.
    Venue has very good air conditioning/ heating!

    Comment


    • #3
      Hey Barry - will David be doing the presentation elsewhere in Akl any time soon?
      Lisa

      Comment


      • #4
        Hi Lisa

        will David be doing the presentation elsewhere in Akl any time soon?
        I would say so, we'll put it on the forum when its confirmed.

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        • #5
          When did David become a trust lawyer??
          This area is a nightmare now, stick to the big guns till David has a few years of trusts tested and attacked.

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          • #6
            Well, he is a lawyer and he runs a business specialising in trusts so you can hardly say he isn't qualified.

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            • #7
              No I didn't say he wasn't qualified. But he was running Fuzo building MDU's not doing law or trust law??
              So given how tricky the whole area is you wouldn't want to "trust" trust work to someone starting out or getting back in the game.
              I'd rather go to GRA or Garth knowing they have years of recent experience and have never had a trust broken into.

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              • #8
                "Years of recent experience"?

                It is ironic that you question David's knowledge on the basis that he doesn't meet your definition of a trust lawyer... and then recommend two people who are not, in fact, lawyers.

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                • #9
                  No but they are trust specialists. Traditionally lawyers focus on asset protection but forget about tax, that's why specialists are so specialized :-)
                  Anyway my original comment was simply when did David become a trust law specialist when he hasn't been practising law??

                  Whitburn was born 16 November 1977, in Auckland, New Zealand to chartered accountant, Richard John Whitburn and journalist, Alison Mary Whitburn. He attended King's College, Auckland in Auckland from 1991 - 1995, then studied conjoint Law and Science degrees from the University of Auckland from 1996 - 2000. He was admitted as a Barrister and Solicitor of the High Court of New Zealand in 2001 by the Chief Justice, Sian Elias. Whitburn took up part-time employment at Deloitte during his studies in 1993, served on the Auckland University Department of Chemistry Council in 1996 - 1997, Auckland University Law Students' Association from 1997 - 1999, and left Deloitte in 2002, to work as a solicitor at Russell McVeagh from 2002 - 2003, before he embarked on his property investment business career.

                  So total legal experience 2 years??
                  Last edited by [email protected]; 25-08-2010, 01:39 PM.

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                  • #10
                    Once again Dean is rite, 2 or 3 yrs experience in anything is not enuf 2 b a expertguru and giv seminars on something only noes 4 that long stik 2 the experts instead

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                    • #11
                      Well, since you are counting accountants you missed what appears to be 9 years at Deloitte which is the second (I believe) largest accounting firm in the country. Anyway, I just think it is a little unfair to judge the man before you have heard what he has to say. Of course I have the luxury of not looking to recommend anyone.

                      Comment


                      • #12
                        Originally posted by blub View Post
                        Once again Dean is rite, 2 or 3 yrs experience in anything is not enuf 2 b a expertguru and giv seminars on something
                        Haha, zing .

                        Comment


                        • #13
                          Originally posted by Xav View Post
                          Well, since you are counting accountants you missed what appears to be 9 years at Deloitte which is the second (I believe) largest accounting firm in the country. Anyway, I just think it is a little unfair to judge the man before you have heard what he has to say. Of course I have the luxury of not looking to recommend anyone.
                          Nowhere does it say he was a trust specalist accountant in those 9 years, best to stick with GRA or Garth.

                          Comment


                          • #14
                            I'm sure Davids very good at what he does.

                            But it would be interesting to see what experience he has when things go bad.
                            I think this is the test, and this is why most people use GRA or similar.

                            Comment


                            • #15
                              Originally posted by Xav View Post
                              Anyway, I just think it is a little unfair to judge the man before you have heard what he has to say.
                              LOL this is classic.....

                              Especially when posted on property talk........that made my day

                              Comment

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