
733 property structures explained: trusts, companies & super funds
About this episode
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
We're on Youtube! Subscribe to this is property: https://www.youtube.com/@thisisproperty
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/
We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Hosted on Acast. See acast.com/privacy for more information.
Get every episode summarized
Each time this is property publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from this is property

834 how to buy your first home: what a buyer's agent wants you to know with Emil...
this is property

833 is the way we buy & sell property about to change forever?
this is property

832 downsizing strategy, bad property managers, turning your home into an invest...
this is property

831 is rentvesting dead? borrowing capacity case studies, lending landscape & wh...
this is property