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Step 3: Protect yourself – structures and strategies to build and protect your wealth
How can the right investment structure save you tax and protect your assets for the long term?
Host Damian Collins continues Season 2 of the Property Investing Roadmap with step three of his nine-step framework: Protect yourself – structures and strategies to build and protect your wealth. Joined by Jemma Sanderson, Director of Cooper Partners Financial Services and self-managed super fund expert, they explore why getting your investment structure right from the start can make or break your wealth-building journey.
What you'll learn:
- The biggest mistakes property investors make with investment structures
- Why seeking advice before making an offer could save you from paying stamp duty twice
- The pros and cons of investing in your own name versus other structures
- How discretionary trusts work and who typically benefits from using them
- The advantages and limitations of self-managed super funds for property investment
- Asset protection strategies for high-risk professions like medical practitioners
- The role of insurance when building a property portfolio
- The importance of unit holder and shareholder agreements in joint ventures
FREE RESOURCE
Want to learn about investment structures and asset protection strategies? Discover essential considerations for protecting your property wealth in Momentum Wealth's free online guide, available at: https://momentumwealth.com.au/guidebooks/beginners-guide-to-property-finance/
FOLLOW US
● Instagram: @propertyinvestingroadmap
● Website: damiancollins.com.au
● LinkedIn: linkedin.com/in/audamiancollins/
SUPPORT FOR INVESTORS
Looking to structure your property investments for optimal tax and asset protection outcomes? Discover the tailored support available to investors through Damian's property investment advisory, Momentum Wealth: momentumwealth.com.au
T&Cs
The information shared on Property Investing Roadmap is general in nature and doesn't take into account your individual circumstances. The information is for educational purposes only and should not be relied upon for investment or financial decisions. Always seek professional advice before deciding whether to invest.
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By Damian CollinsHow can the right investment structure save you tax and protect your assets for the long term?
Host Damian Collins continues Season 2 of the Property Investing Roadmap with step three of his nine-step framework: Protect yourself – structures and strategies to build and protect your wealth. Joined by Jemma Sanderson, Director of Cooper Partners Financial Services and self-managed super fund expert, they explore why getting your investment structure right from the start can make or break your wealth-building journey.
What you'll learn:
- The biggest mistakes property investors make with investment structures
- Why seeking advice before making an offer could save you from paying stamp duty twice
- The pros and cons of investing in your own name versus other structures
- How discretionary trusts work and who typically benefits from using them
- The advantages and limitations of self-managed super funds for property investment
- Asset protection strategies for high-risk professions like medical practitioners
- The role of insurance when building a property portfolio
- The importance of unit holder and shareholder agreements in joint ventures
FREE RESOURCE
Want to learn about investment structures and asset protection strategies? Discover essential considerations for protecting your property wealth in Momentum Wealth's free online guide, available at: https://momentumwealth.com.au/guidebooks/beginners-guide-to-property-finance/
FOLLOW US
● Instagram: @propertyinvestingroadmap
● Website: damiancollins.com.au
● LinkedIn: linkedin.com/in/audamiancollins/
SUPPORT FOR INVESTORS
Looking to structure your property investments for optimal tax and asset protection outcomes? Discover the tailored support available to investors through Damian's property investment advisory, Momentum Wealth: momentumwealth.com.au
T&Cs
The information shared on Property Investing Roadmap is general in nature and doesn't take into account your individual circumstances. The information is for educational purposes only and should not be relied upon for investment or financial decisions. Always seek professional advice before deciding whether to invest.