Dear Jim of DFK Gray Perry Accountants

Dear Jim of DFK Gray Perry Accountants 

I was recommended by the ATO to ask you this question as they have you on file as being a reputable Tax Agent  – how considerate, you and your partners must be proud to have developed such a good trusting relationship over the many years with the Australian Taxation Office.

 

PLEASE CLICK HERE FOR THE ADVISE I REQUIRE

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Jim has taken a special interest in assisting his clients in their inter-generational changes, including retirement planning and business succession. Jim is also a Registered Company Auditor and in conjunction with Brendon Skates undertakes the firm’s audits.

• Jim Perry, what date did you take control of the Wisteria Lodge bank account - before  and after myself as manager

• Jim, can you please explain the reason for Sole proprietorship set up on 01 May 2004

• Jim, do you think I took the right step in setting up a company or do you think it was not necessary - PLEASE PROVIDE AN EXPLANATION  

• Jim, here are the details of the company I set up

• The trustee for Wisteria Lodge Unit Trust

• WHY DID YOU NOT USE THE COMPANY AS YOU WHERE IN FEAR OF POSSIBLE BANKRUPTCY FOR RICK -  I have document proof of this on Page 2, Section 1

Leon Clarence Macklin - Probate C56757

• Document C56757 - The last Will and Testament of Leon Clarence Macklin late of 6 Morriss Avenue Marion, South Australia.

• A copy of this document (C56757) can be seen by visiting www.leonclarencemacklin.com

• Pages 1 to 5 - Last Will and Testament

• Pages 6 to 9 - Schedule 1 - ('the Fund') -

• Please refer to this blog as I am going to explain in SIMPLE ENGLISH TERMS each and every clause, and who the beneficiaries are and how certain beneficaries will possibly become void if death occured and that includes 'presumed dead'.

• Please note that the EXECUTORS and TRUSTEES OF THE WILL are Richard John Macklin and Cari Marie Macklin of Unit 6/49 Arthur Street, Pennington, South Australia.
  

• Section 4.1 of clause 4 of Schedule 1 (page 6) - This clause indicates that a certain child or grandchild of Richard Macklin will possibly ( in the trustees discretion) become void of any benefits.

• Section 4.1.4 indicates that Richards spouse is entitled to receive all or part of the income of 'the Fund'( I have known Richard for 15 years and I have never known him to have a spouse apart from Mrs Palmer and the five daughters)  - I wonder if Richard knows he has a legally binding spouse and that at her discression if Rick was to 'die' or be 'presumed dead' is entitled to Leon Macklins Residuary Estate as detailed in Schedule 1 'the Fund' over Cari Macklin, the grandchild of Leon whom Leon directly appointed along with Rick as executors & trustees of his complete estate. 
• Clause 4, Section 4.1 insinuates whom will receive payments. (the keyword that places Cari at the risk of no entitlements is "equality"