In today’s episode, we’re exploring how tech professionals can build long-term wealth through smart tax strategies and better investment structures. If you’re earning well, juggling RSUs, property, and wondering if you’re truly on track—this one is for you.

What You’ll Learn in This Episode:

• Why having a clear investment strategy matters more than collecting assets
• The hidden dangers of negative gearing and poor property planning
• Why "more tax deductions" is not a wealth strategy
• Key structures that can boost your investment outcomes
• Real case study: How one client saved $27K in tax and launched a startup
• How the Confident Choice System can simplify wealth-building for tech professionals

Key Takeaways & Strategies:

• Start with the End in Mind: Build your portfolio based on goals, not random investments.
• Avoid Negative Gearing Traps: Relying on tax deductions alone can hurt your cash flow and delay freedom.
• Use Smarter Structures: Consider investment bonds, companies, trusts, and SMSFs to reduce tax and increase control.
• Don’t Default to Personal Ownership: It’s often the least efficient structure for high earners.
• Focus on Quality Assets: Pick investments that build wealth and suit your financial goals.
• Run Stress Tests: Model your financial future to avoid nasty surprises.
• Make Tax Planning Systematic: Don’t chase deductions—build a tailored, repeatable strategy.

Connect with Mo Shouman:

Connect with me on LinkedIn: Mo Shouman

Email me: [email protected]

Visit My Wealth Choice: www.mywealthchoice.com.au

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Thanks for tuning in! See you in the next episode of Wealth Bytes! Where we will be talking about the right way of building a financial plan. 

Listen, learn, and start making smart financial choices today.