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PATHWAY TO PROPERTY: 4 smart ways to structure your property portfolio

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Manage episode 499976709 series 2987065
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to Pathway to Property, a podcast to help everyday Australians on their property investment journey through education, real-life stories, and firsthand investing experiences.

In this episode, co-hosts Atlas Property Group director Lachlan Vidler, and Luke Clifford, are joined by accounting and property investment expert Jeremy Iannuzzelli for an in-depth discussion on structuring property investments.

Lachlan and Luke start by highlighting the importance of strategic planning, before introducing Jeremy, whose advice has been pivotal in Lachlan’s own journey.

Jeremy breaks down four main ownership structures – individual ownership, corporate entities, self-managed super funds (SMSFs), and trusts with corporate trustees – explaining the benefits, drawbacks, and ideal use cases for each.

He outlines how individual ownership offers simplicity and negative gearing benefits, corporate entities suit business owners with retained earnings, SMSFs allow control over super with potential for leveraged returns, and trusts provide flexibility for high-income earners.

Jeremy addresses scenarios from FIFO workers to couples scaling portfolios, emphasising clear strategy, expert advice, and practical insights for investors at all stages seeking to optimise returns.

  continue reading

1394 episodes

Artwork
iconShare
 
Manage episode 499976709 series 2987065
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to Pathway to Property, a podcast to help everyday Australians on their property investment journey through education, real-life stories, and firsthand investing experiences.

In this episode, co-hosts Atlas Property Group director Lachlan Vidler, and Luke Clifford, are joined by accounting and property investment expert Jeremy Iannuzzelli for an in-depth discussion on structuring property investments.

Lachlan and Luke start by highlighting the importance of strategic planning, before introducing Jeremy, whose advice has been pivotal in Lachlan’s own journey.

Jeremy breaks down four main ownership structures – individual ownership, corporate entities, self-managed super funds (SMSFs), and trusts with corporate trustees – explaining the benefits, drawbacks, and ideal use cases for each.

He outlines how individual ownership offers simplicity and negative gearing benefits, corporate entities suit business owners with retained earnings, SMSFs allow control over super with potential for leveraged returns, and trusts provide flexibility for high-income earners.

Jeremy addresses scenarios from FIFO workers to couples scaling portfolios, emphasising clear strategy, expert advice, and practical insights for investors at all stages seeking to optimise returns.

  continue reading

1394 episodes

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