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In this episode, Stuart dives into one of property investing's most critical decisions: choosing the right ownership structure. Since changing property ownership can trigger significant costs like stamp duty and capital gains tax, it’s essential to start with a structure that aligns with your long-term investment goals.
Stuart explains key considerations, including how tax implications, borrowing capacity, estate planning, exit strategy, and asset protection all play a role in finding the right fit. He also breaks down popular ownership options—like holding property in personal names, family trusts, companies, or self-managed super funds (SMSFs)—outlining the pros, cons, and tax implications for each.
Whether you’re looking for tax efficiency, greater flexibility, or asset protection, Stuart’s insights will help you navigate these options and avoid costly mistakes. Tune in to learn how a strategic ownership choice can maximise your returns and align with your overall financial goals.
Disclaimer: Tax and property regulations can change; consult a professional for up-to-date advice.
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Important
This podcast provides general information about finance, tax and credit. It doesn't take into account your specific objectives, financial situation or needs, so you need to assess whether it's relevant to your circumstances before acting on it. If you're not sure, speak to a licensed, trustworthy professional.