Skip to content
TrackPodcasts
businessMay 4, 20251:26:19pending

Trusts & SMSFs: How Advanced Investors Are Rethinking Their Structures in 2025

About this episode

Are trusts still the best way to invest in 2025?
Is it smarter to buy in your personal name?
How do SMSFs fit into a modern portfolio strategy?

This week, Goose and Gabi are joined property accounting wizard, Jeremy Iannuzzelli, to explore how advanced property investors are adapting to a changing market — and what you should consider before making your next move.

What we’ll cover:
* Are trusts still the ‘golden child’ to maximise your borrowing capacity?
* When it might actually be smarter to invest in your personal name
* How SMSFs fit into a long-term portfolio growth strategy
* Why the old rules don’t apply anymore — and what to do instead

If you’re serious about portfolio growth, tax strategy, and future-proofing your investments, this session is packed with critical insights for 2025 and beyond.

See you on the inside, 

 

WATCH ON YOUTUBE: 
https://youtube.com/live/W4AgKFhyMW0

 

IMPORTANT: The Investor Lab is for educational purposes only and does not constitute financial advice. Always do your own research and seek independent professional advice before making any investment or financial decisions.

 

--

Build a roadmap to achieve your goals for FREE on Property Pathfinder: 
propertypathfinder.io

Want help to invest in 2025?
Book in a quick chat here and we'll point you in the right direction:
bit.ly/3E0wKGa

Got a question or some feedback? We're all ears!
bit.ly/tilqs

Need finance guidance?
Chat with the team: dashdotfinance.com.au/discoverycall

Catch Up On Recent Episodes:

Portfolio Acceleration Masterclass: How To Use Strategic Selling As A Booster 
How to Create A Property Portfolio Growth Plan 
The Smartest Plan B for Business Owners? Sean's $464k Story
Financial Jiu-Jitsu: How to Break Through Your Portfolio's Cashflow Constraints
Winning the Investment Game: How to Set & Beat Your Hurdle Rate
Fake Gold? Markets Down? Liquidity Up? – What’s REALLY Going On?  
The RBA Just Changed the Game — Here’s What It Means for You
Hold vs Sell: How to Know When to Take Profits
Bitcoin: Why Every Property Investor Needs to Consider Owning It
Everything You Need To Know About Property Investing Finance
Property Investing In Australia In 2025: What You Need To Know
Investment Strategies for 2025
Follow the Money: How Liquidity Drives Asset Prices (and How You Can Benefit)
What You Don’t Know About Money Could Cost You Everything

Connect:
https://www.dashdot.com.au
https://youtube.com/@theinvestorlab
https://instagram.com/dashdotproperty
https://instagram.com/goosemcgrath
https://instagram.com/gabi.billing

 

See omnystudio.com/listener for privacy information.

Get every episode summarized

Each time The Investor Lab 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 episodes

Free 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.

Trusts & SMSFs: How Advanced Investors Are Rethinking Their Structures in 2025

The Investor Lab

0:00
1:26:19

More episodes

More from The Investor Lab

View all episodes →