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

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Manage episode 480491803 series 3377749
Content provided by Dashdot. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dashdot 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.

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.

  continue reading

305 episodes

Artwork
iconShare
 
Manage episode 480491803 series 3377749
Content provided by Dashdot. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dashdot 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.

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.

  continue reading

305 episodes

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