Investment companies are one of the most powerful yet overlooked tools to build wealth. In this episode of Your Wealth Playbook, we discuss what an investment company actually is, who it’s really for, and the benefits it can deliver. If you’ve ever wondered whether you should set one up or how it could fit into your financial strategy, this episode provides you with everything you need to know about investment companies.
------ Contents of this video ---------------------------------------
00:00: Intro
00:38: What Is An Investment Company
00:58: Why Would You Need One?
01:57: Financing
03:03: Tax Planning
04:10: A Completed Project Or a Project Underway
06:22: What Is a Franking Credit?
07:38: Why Having the Right Structures Is So Important
08:45: How Does An SPV Create Generational Wealth?
10:16: Benefits vs Cost
12:45: Outro
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