Using a trust to support your property investment: 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 property investment portfolio.
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.
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.
Free - No Obligation
Ask us for a free Property Investment Plan
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.
This information is provided by DPN Pty Ltd ABN: 94 630 700 186 Australian Credit Licence 514759. DPN Finance Pty Ltd is an authorised credit representative 504129 and related entity of DPN. Credit for Dream Big 100% Offset and Work Smart 100% Offset is provided by Adelaide Bank a division of Bendigo and Adelaide Bank Ltd, ABN 11 068 049 178 and Australian Credit Licence 237879. Casa Capace Operations Pty Ltd, NDIS provider number 4050038018 trading as Casa Capace.