👤 Guest: Morgan Patrick Wilson ⏱️ Duration: 38:00 🎙️ Top Quotes “If you’re chasing rate as your number one priority, just go directly to the bank. But if you're trying to grow a portfolio, it's all about the funding stack.”“When structuring a property portfolio, tax effectiveness and asset protection are everything. Do it once, do it right, and don’t look back.”“Your super fund is the most tax-efficient investment vehicle we have in Australia — but you have to know how and when to use it.”📌 E...
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👤 Guest: Morgan Patrick Wilson ⏱️ Duration: 38:00 🎙️ Top Quotes “If you’re chasing rate as your number one priority, just go directly to the bank. But if you're trying to grow a portfolio, it's all about the funding stack.”“When structuring a property portfolio, tax effectiveness and asset protection are everything. Do it once, do it right, and don’t look back.”“Your super fund is the most tax-efficient investment vehicle we have in Australia — but you have to know how and when to use it.”📌 E...
Episode 72 - part 1: Go slow to go fast — property’s not going anywhere, but the wrong move can set you back years.
Finance This, Property That
31 minutes
2 weeks ago
Episode 72 - part 1: Go slow to go fast — property’s not going anywhere, but the wrong move can set you back years.
🎧 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...
Finance This, Property That
👤 Guest: Morgan Patrick Wilson ⏱️ Duration: 38:00 🎙️ Top Quotes “If you’re chasing rate as your number one priority, just go directly to the bank. But if you're trying to grow a portfolio, it's all about the funding stack.”“When structuring a property portfolio, tax effectiveness and asset protection are everything. Do it once, do it right, and don’t look back.”“Your super fund is the most tax-efficient investment vehicle we have in Australia — but you have to know how and when to use it.”📌 E...
