Running a business and investing in property? You won’t want to miss this episode. I’m sitting down with Andy Teece, a seasoned accountant who’s seen it all…family businesses spanning generations, tax strategies that work (and ones that don’t), and the mindset shifts self-employed investors need to thrive.

If you’re self-employed or looking to scale your property investments the smart way, this one’s for you. Let’s talk strategy, long-term wins, and making your money work for you.

Here is Andy Teece’s past episode we referred to in this episode:
 Offset Accounts: Hear From An Accountant Why This Is Mandatory As An Investor with Andy Teece

Timestamps:
2:30 Who is Andy Teece?
5:44 Business Longevity & What Makes a Business Successful
7:06 AI in Business & Investing
10:55 Mindset Shift for Property Investors
14:12 The Role of Tax in Wealth Building
17:40 Timing Capital Gains & Tax Implications
21:26 The Struggles of Scaling Wealth
24:01 Keep Your Accountant or Find a New One?
33:41 Land Tax Planning & How to Optimize Your Portfolio
40:00 Property Structuring: Trusts, Companies & Land Tax
53:18 Transitioning a Business & Planning for Retirement
1:02:27 Andy’s Personal Investment Journey

About Andy Teece:
Andy Teece is a Director at SaabTeece, holding a Bachelor of Commerce in Accounting and Finance, and is both a Fellow of CPA Australia (FCPA) and a Chartered Accountant (CA). With over two decades of experience, Andy has been instrumental in guiding numerous businesses to success through his commitment to strong client relationships and operational efficiency. He specializes in aligning business operations with client goals, ensuring profitability and growth. Beyond his professional endeavors, Andy is passionate about both sport and business, continually seeking personal and professional development.

Connect with Andy:

Visit the website: https://www.saabteece.com.au/

Follow Andy on LinkedIn: linkedin.com/in/andy-teece-14b29b1b

Follow SaabTeece on Instagram: https://www.instagram.com/saabteece/

About Aaron:

Aaron-Christie David founded Atelier Wealth, a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron’s focus is clear – supporting property investors to make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years.

With over 10 years of financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron's decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.

Connect with Aaron:

Visit the website: https://atelierwealth.com.au/

Follow the Australian Investment Property Podcast’s Official Instagram account: https://www.instagram.com/aupropertyinvestmentpodcast/

Follow Aaron on Facebook:
https://www.facebook.com/aaronchristiedavid

Follow Aaron on LinkedIn:
https://www.linkedin.com/in/aaronchristiedavid/

Subscribe to Atelier Wealth’s YouTube Channel:
https://www.youtube.com/@atelierwealth_au