Most people buy property in their own name, but other structures might suit your strategy. In this episode Rach is joined again by Leah Hall from Lift Accounting for a deep dive into the pros and cons of holding property in discretionary (family) trusts, unit trusts, companies, and self-managed super funds. They cover:
👉🏾 discretionary (family) trusts explained
👉🏿 unit trusts and when they’re useful
👉🏻 pros & cons of buying property in a company
👉 self-managed super funds: rules, risks & benefits
👉🏼 why “your why” matters most when choosing a structure
Watch the episode with Leah which deep dives into top tax tips for investors: https://youtu.be/QQk-tuKJ3k8
Download Leah's free resources here: https://liftaccounting.au/podcast-pack
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Need clarity on your property situation? Book a clarity call with John Pidgeon:https://www.solverewealth.com.au
Rachelle Kroon is the director and founder of Sphere Home Loans, which sponsors this podcast. Need a mortgage broker? Check out https://www.spherehomeloans.com.au/
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