Show Notes
Time to explore the wonderful world of property structure!
I know, what would be more fun on your Wednesday night right?
Well, property is not really about bricks and mortar anymore.
It’s about numbers, financing and structuring your portfolio correctly so you can continue on the journey.
Without structures, you may be left up a creek without a paddle or a boat filled with a whole heap of land tax!
This is why we have brought an amazing accountant who will is able to break this stuff down into simple terms!
Me, as silly as I am now understand the benefits of using a corporate trustee structure.
That’s thanks to Tony Lee!
Episode Highlights
07:51 Introduction of Tony Lee
16:33 Why you are so interested in property from an accountant’s perspective?
24:15 Overview of Structure
36:22 The Pros and Cons of buying property in your name
42:37 Structure for Ownership Siscretionary Trust
46:05 Benefit of Corporate trustees
49:50 Why use a company structure?
57:06 Structure for Ownership Unit trust
1:02:25 The Rich Own Nothing
1:05:55 5 Reasons Why OZ Love Trusts
1:19:11 Real Life tax Strategy Using Super + Family Trust
1:36:54 The Amazing Power of a bucket company
1:44:47 Master Plan For Your Wealth
1:51:54 What are your thoughts of owing multiple properties in a single trust?
1:54:00 Can existing investment properties be moved into a trust structure later?
1:55:40 How do you borrow money for the trust?
Episode Resources
Connect Tony Lee : https://leeandlee.com.au/
Joe Tucker of Property Principle – https://propertyprinciples.com.au/
Other Guests On Our Lives
Chris Gray, Amanda Farmer, Steve Palise, Nathan Birch, Todd Sloan, Cate Bakos, Mike Mortlock, Lloyd Edge, Karen Baldwin, Rob Flux, Kent Lardner, Charley Valher, Bernadette Janson, Pete Wargent, Melinda Jennison, Bushy Martin, Michelle Lewis, Peter Koulizos, Jane Slack-Smith, Joe Tucker, Jordan De Jong, Scott Aggett, Belinda Smith, Jef Miles and more.
