Buy In Trust Or Personal Name To Maximise Borrowing, Minimise Tax?

 

Protect your assets, get endless borrowing capacity & minimise your tax! 

 

You can do this! But how? 

 

In this episode Monica Rouvellas (Instagram: @monicarouvellas), solicitor & expert in tax law, shares a critical DEEP DIVE into property investment ownership structures: 

👉 Should you buy property in personal name vs corporate entities 

👉 Types of corporate entities for purchasing investment properties 

👉 Considerations for buying under corporate entities such as land tax, capital gain discounts & other taxes, state by state 

👉 How to take advantage of negative gearing losses, if any 

👉 Pros and cons of setting up a trust such as costs involved, loan documents, guarantor documents, using a solicitor vs accountant, PLUS how to avoid costly mistakes many property investors make 

 

This is truly a deep dive on property investment structures that rarely gets discussed - so tune in right till the end!

 

 

 

 

 

 

Discussion Points:

00:00: Introduction

01:58: Monica’s property investment journey 

05:56: Tax Lawyer vs accountant: why each role is so important 

09:47: Buying under a personal name vs corporate entities

20:37: How different trusts work for purchasing property 

26:03: Land tax, CGT and other tax considerations in each state 

36:53: How to navigate varying accounting advice 

44:27: Getting creative to circumvent lack of positive gearing

50:50: Conclusion 

 

 

  

About The Host:

 

Subscribe to Aus Property Mastery with PK for no BS, “straight to the point” property investing strategies and data-driven insights about the Australian housing market - the only property podcast not biased by a “Buyers Agent”. You can listen to Aus Property Mastery on Apple Podcasts, Spotify & YouTube Music. 

 

PK Gupta is the founder of the Property Investment Accelerator — Australia's #1 Rated And ONLY 100% Independent Real Estate Course & Mentorship Program that helps people achieve passive income through property investing using DATA, WITHOUT wasting months doing "research", spending weekends at inspections OR dropping $10-20k on Buyers Agents each time. 

Resources:

• Watch FREE Trainings On Our Website 👉 https://consultingbypk.com.au/

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Disclaimer: No Legal, Financial & Taxation Advice

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