by Ruby Chowdhury These are some of the most significant structural changes to Australian wealth management in nearly three decades. This is a clear pivot away from supporting traditional passive property investment and family trust structures. 1. Negative Gearing Changes The Budget proposes limiting negative gearing concessions for investment properties purchased after Budget night. It […]
READ MOREInvestment property remains one of Australia’s most popular wealth-building strategies. Strong historic growth, favourable tax treatment and the tangible nature of real estate continue to attract investors. Yet too often, purchases are driven by emotion, market sentiment or the perceived benefits of negative gearing — without a rigorous assessment of the specific property they are […]
READ MOREby Luke Quinnell Owning a holiday home that’s rented part-time and used personally offers flexibility and potential taxation benefits. Rental income can offset ownership costs, and legitimate deductions—such as interest, rates, and maintenance—may apply for income-producing periods. However, the ATO closely scrutinises these arrangements because mixed use often leads to inflated or incorrectly apportioned claims. […]
READ MOREby Luke Quinnell Self-Managed Superannuation Funds (SMSFs) are subject to strict compliance obligations. For trustees who hold property within their SMSF, one of the most important—and often misunderstood—responsibilities is ensuring the property is reported at its market value every financial year. While many in the industry still refer to an outdated “three-year valuation rule,” property […]
READ MOREOur Director of Finance Broking, Jye Smith, was recently invited onto the Australian Property Show with Tom Haigh. In this two-part episode, Jye discusses: The strategy investors are turning to help pay off their mortgage 10-15 years early How to borrow money to buy investment property in a self-managed super fund (SMSF) The best options […]
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