Go offline with the Player FM app!
The Tax Structure Helping Aussies Save $200k
Manage episode 511741339 series 2998596
In this episode, the nerds are joined by accountant and property expert Ronesh Hargovind from Incentum Group to unpack the often misunderstood world of equity loans, trusts, and tax strategy.
They get into how investors can correctly structure their equity use, the importance of purpose when borrowing, and how trusts can unlock (or limit) wealth building potential. Whether you’re a first time investor or managing a growing portfolio, this episode gives you the clarity accountants wish every client had.
Timestamps:
0:00 - Intro
1:14 - Equity loans 101 & the “purpose” rule
3:12 - Home vs investment equity use
5:03 - Common structuring mistakes
7:00 - Loan splits & tax deductions
9:27 - Best practice: tracking loans
12:25 - Joint ownership & deductions
15:09 - Using equity to fund a trust
18:14 - Trust benefits & tax advantages
22:47 - Who should (and shouldn’t) use a trust
When it comes to equity loans and trusts, purpose and documentation are everything. Getting it right upfront can save thousands in tax headaches later.
CONNECT WITH THE PROPERTY NERDS:
Instagram:https://www.instagram.com/thepropertynerdspodcast/
TikTok: https://www.tiktok.com/@thepropertynerdspodcast
CONNECT WITH FOURACRE FINANCIAL:
Instagram:https://www.instagram.com/fouracre.financial/
Linkedin: https://www.linkedin.com/company/fouracre-financial/
Website: https://fouracrefinancial.com.au/
CONNECT WITH ARJUN:
Instagram: https://www.instagram.com/arjpaliwal/
Linkedin: https://www.linkedin.com/in/propertybuyersagent/
CONNECT WITH INVESTORKIT:
Instagram: https://www.instagram.com/investorkit.com.au/
Linkedin: https://www.linkedin.com/company/investorkit/
Website: https://www.investorkit.com.au/
This Podcast was Recorded & Produced by KYU Media. For Production related inquiries please get in touch with us at https://kyumedia.com/
87 episodes
Manage episode 511741339 series 2998596
In this episode, the nerds are joined by accountant and property expert Ronesh Hargovind from Incentum Group to unpack the often misunderstood world of equity loans, trusts, and tax strategy.
They get into how investors can correctly structure their equity use, the importance of purpose when borrowing, and how trusts can unlock (or limit) wealth building potential. Whether you’re a first time investor or managing a growing portfolio, this episode gives you the clarity accountants wish every client had.
Timestamps:
0:00 - Intro
1:14 - Equity loans 101 & the “purpose” rule
3:12 - Home vs investment equity use
5:03 - Common structuring mistakes
7:00 - Loan splits & tax deductions
9:27 - Best practice: tracking loans
12:25 - Joint ownership & deductions
15:09 - Using equity to fund a trust
18:14 - Trust benefits & tax advantages
22:47 - Who should (and shouldn’t) use a trust
When it comes to equity loans and trusts, purpose and documentation are everything. Getting it right upfront can save thousands in tax headaches later.
CONNECT WITH THE PROPERTY NERDS:
Instagram:https://www.instagram.com/thepropertynerdspodcast/
TikTok: https://www.tiktok.com/@thepropertynerdspodcast
CONNECT WITH FOURACRE FINANCIAL:
Instagram:https://www.instagram.com/fouracre.financial/
Linkedin: https://www.linkedin.com/company/fouracre-financial/
Website: https://fouracrefinancial.com.au/
CONNECT WITH ARJUN:
Instagram: https://www.instagram.com/arjpaliwal/
Linkedin: https://www.linkedin.com/in/propertybuyersagent/
CONNECT WITH INVESTORKIT:
Instagram: https://www.instagram.com/investorkit.com.au/
Linkedin: https://www.linkedin.com/company/investorkit/
Website: https://www.investorkit.com.au/
This Podcast was Recorded & Produced by KYU Media. For Production related inquiries please get in touch with us at https://kyumedia.com/
87 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.