August 23, 2021

Luke on 2CC – What is a Property Trust?

18 minutes

Property trusts – Why would you use one?

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 20 August 2021. We hope you’re keeping well and staying safe as lockdown extends in many parts of Australia, including the ACT. This week’s topic: What is a property trust and why would you use one?

Key highlights include:

Property trusts can be used to generate income

What is a property trust?

What kinds of property can a property trust own?

Do you need a lot of money to buy into a property trust?

How often do you get a return on a property trust?

How do you evaluate property trusts?

Do investment managers of property trusts ‘actively manage’ what property they hold?

Are property trusts limited to Australian properties or do they consider international property too?

How can you buy into a property trust?

Can you put a property trust in your super?

How do you use this kind of trust as part of your portfolio?

And remember start with your own goals in mind, not someone else’s

Everyone has different goals and financial planning advice can help you achieve them more effectively, especially when you link different strategies.

Listen to the Podcast right now

https://www.envisionfinancial.com.au/wp-content/uploads/2021/08/The-Strategy-Stacker-Luke-Talks-Money-20082021.mp3

Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’

Do you need advice around property trusts?

Property trusts provide a way to earn income without needing to buy a whole property. But not all property trusts are the same. Seek advice to ensure you understand your options, before making a decision to invest.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. Financial and investment planning can be complicated but the good news is you can make an appointment to speak with Luke about your specific situation, goals and options.

Make an appointment to confidentially discuss super, investment, insurance or retirement. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.

Luke will return to talk about financial planning on 2CC next Friday. You can also catch up with The Strategy Stacker – Luke Talks Money podcast. We look forward to your company again.

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By Luke Smith