🎧 Episode Synopsis In this value-packed episode of Finance This Property That, host Dion sits down with Morgan Wilson from Creditte to unpack the often-missed synergy between brokers and accountants. They dive deep into how aligned tax advice and lending strategy can make or break a property portfolio — especially for self-employed investors. From real-world client stories to costly mistakes around trust structures, SMSFs, and low-doc lending, this episode is a masterclass in getting your tea...
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🎧 Episode Synopsis In this value-packed episode of Finance This Property That, host Dion sits down with Morgan Wilson from Creditte to unpack the often-missed synergy between brokers and accountants. They dive deep into how aligned tax advice and lending strategy can make or break a property portfolio — especially for self-employed investors. From real-world client stories to costly mistakes around trust structures, SMSFs, and low-doc lending, this episode is a masterclass in getting your tea...
Episode 55: Should You Use Your SMSF to Buy Property?
Finance This, Property That
10 minutes
4 months ago
Episode 55: Should You Use Your SMSF to Buy Property?
In this episode of Finance This Property That, mortgage planner and finance strategist Dion Fernandez tackles one of the most common questions he receives: Should you use your SMSF (Self-Managed Super Fund) to buy property? Dion dives into the pros, pitfalls, and prerequisites of SMSF property investing. Whether you're a business owner considering buying your own commercial premises through super or an investor exploring long-term tax-efficient strategies, this episode breaks down what’...
Finance This, Property That
🎧 Episode Synopsis In this value-packed episode of Finance This Property That, host Dion sits down with Morgan Wilson from Creditte to unpack the often-missed synergy between brokers and accountants. They dive deep into how aligned tax advice and lending strategy can make or break a property portfolio — especially for self-employed investors. From real-world client stories to costly mistakes around trust structures, SMSFs, and low-doc lending, this episode is a masterclass in getting your tea...
