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Julie Crockett revisits recent investor anxiety about proposed capital gains tax and negative gearing changes, advising buyer's agents to stay visible, keep marketing, and expect clients to return once there's more certainty.
She unpacks buying property via self-managed super funds (SMSFs) as a potential alternative, stressing it is highly compliant and buyer's agents must "stay in their lane" by directing clients to licensed SMSF advisers.
She notes SMSFs suit more cashflow-positive properties and limit renovations or major improvements. Tax benefits include an effective 10% CGT rate after 12 months and potentially tax-free income and gains in pension phase, provided the right strategy, finance, and fund documentation are in place.
TOPICS DISCUSSED01:20 Market Jitters
03:07 SMSF Property Intro
05:50 Setting Up SMSF
09:00 Costs And Penalties
11:55 Property Suitability
13:12 Renovation Restrictions
14:21 Tax Benefits Explained
15:26 Pension Phase Perks
20:27 Do It Yourself
Connect with Julie
LinkedIn | www.linkedin.com/in/juliecrockett
Visit the website here for the Buyer's Agent Course and join the Waitlist: https://buyersagentcourses.com.au
Subscribe to the Buyer's Agent Networks Podcast here: https://bit.ly/follow-buyers-agent-podcast
Forward this episode to a friend: https://drive.google.com/file/d/1wPYOCU31nV0CBSfzu1q05V00m3WtVDmK/view?usp=sharing
Get the '23 FAQS Property Investors Ask A Buyer's Agent' free download here: https://buyersagentcourses.com.au/join-the-buyers-agent-network/
By Julie CrockettJulie Crockett revisits recent investor anxiety about proposed capital gains tax and negative gearing changes, advising buyer's agents to stay visible, keep marketing, and expect clients to return once there's more certainty.
She unpacks buying property via self-managed super funds (SMSFs) as a potential alternative, stressing it is highly compliant and buyer's agents must "stay in their lane" by directing clients to licensed SMSF advisers.
She notes SMSFs suit more cashflow-positive properties and limit renovations or major improvements. Tax benefits include an effective 10% CGT rate after 12 months and potentially tax-free income and gains in pension phase, provided the right strategy, finance, and fund documentation are in place.
TOPICS DISCUSSED01:20 Market Jitters
03:07 SMSF Property Intro
05:50 Setting Up SMSF
09:00 Costs And Penalties
11:55 Property Suitability
13:12 Renovation Restrictions
14:21 Tax Benefits Explained
15:26 Pension Phase Perks
20:27 Do It Yourself
Connect with Julie
LinkedIn | www.linkedin.com/in/juliecrockett
Visit the website here for the Buyer's Agent Course and join the Waitlist: https://buyersagentcourses.com.au
Subscribe to the Buyer's Agent Networks Podcast here: https://bit.ly/follow-buyers-agent-podcast
Forward this episode to a friend: https://drive.google.com/file/d/1wPYOCU31nV0CBSfzu1q05V00m3WtVDmK/view?usp=sharing
Get the '23 FAQS Property Investors Ask A Buyer's Agent' free download here: https://buyersagentcourses.com.au/join-the-buyers-agent-network/