Using a Trust in support of your property investment is important knowledge for the experienced investor. In this masterclass webinar, Managing Director of DPN, Sam Khalil, along with Ed Chan, Co-Founder and Non-Executive Chairman at Chan & Naylor, offer insights into choosing a Trust as a key strategy in getting the best results from your portfolio.
The importance of tax planning
The webinar begins with a look at the importance of tax planning. As tax makes up a significant component of any asset, it’s crucial to receive good structuring advice. Taxes including income tax, capital gains tax, stamp duty and land tax could deplete your assets by hundreds of thousands of dollars. Considerations discussed also include allowing for changing life circumstances, as part of a sound structure for your investment.
Investment ownership
What are the advantages and disadvantages of buying a property as a sole trader, as a partnership, company or in various trusts? Find out what you’re liable for with each entity, explore tax exemptions and discover outcomes upon selling properties, by comparison.
Types of trusts
What is the difference between Discretionary Trusts and Unit Trusts? Are there other options? Learn about the different types of trusts and the benefits or downfalls of each, as you gain insight towards asset protection, possible losses and vesting dates.

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Property Investors Trust
Flexibility and asset protection are two of the most important aspects of property investment. Here, you’ll discover the advantages of the Property Investors Trust, which is signed off by the ATO and accommodates both, as well as no stamp duty on unit change.
About Chan & Naylor
Chan & Naylor is one of Australia’s leading accountants for property investors, with 13 offices serving clients across the country. Founders, Edward Chan and David Naylor are passionate about helping clients grow and protect their wealth, with a range of innovative structuring vehicles.
Chan & Naylor can provide tax advice at the beginning of your property investment journey, to save considerable costs in the long term and as part of a comprehensive investment plan.
Listen to the webinar
Like to know more? Take 30 minutes, grab a coffee and listen in to the webinar.