Hi Bill,

Im looking at Tangible Assets to get my Company structure set up to get into trading covered calls and the "Stacy Strategies" :-). I see you use them, any comments on their performance? bought your DVD's earlier this year they are fantastic. 21CA set up my SMSF and had some issues with their perfromance (not happy Jan!!) Julieanne from TA is reviewing my trust deed etc before I get into trading via SMSF. Dont want to get into any issues with the ATO if you know what I mean!!!

Cheers

Damien

Hi Damien. Leigh Barker is still as great as he ever was. Leigh Barker is the official OneDayWealth financial adviser.

http://www.tangibleassets.com.au/register/onedaywealth.html

Use this link to fill out a form for a free review. It is coded with OneDayWealth info (so he knows I sent you to him). He will chuck me a few bob if you spend any money with him though so you should know that. Still it's a great service and since he left 21CA (walking backwards out of the room with his hands high open palms facing the room...lol) he's grown massively as well. He even has a way that you can now officially borrow money with your Super Fund!

Cheers Bill,

Its good to know they (Tangible Assets) will look after me, so far they have been great :-)

Regards

Damien

Hi Damien
Tangible Assets also have their recommended tax agents who seem great as well. I had my first dealings with them this week and they were very prompt and efficient, as well as 'normal' and easy to talk to.
I really liked Leigh and Julianne when I met them both a little while ago, and the setting up of company/trust structure was pretty straightforward, and I've found that Julianne has always been quick to respond to emails I've sent her, so I am very happy with them too.
Suzy

I am also really happy with TA. We recently refinanced our home through TA due to the financial uncertainity, as we were with a smallish unknown mortgage company previously. The advice Julieanne and team gave was and is great.