Trusts & SMSFs: How Advanced Investors Are Rethinking Their Structures in 2025
Manage episode 480491803 series 3377749
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.
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305 episodes