Episode Description
Trusts aren’t a hack. They’re a tool.
And in the wrong hands, they can do more harm than good.
Yes, they can help with lending or long-term planning. But too often, people jump in without understanding the risks.
Before copying someone else’s strategy, make sure you know the full picture.
Expert property accountant shares her key property investing insights, including how trusts can be used and how your investing can be levelled up!
Topics we'll be talking about include:
- The Reality of Trusts in 2025, Do They Still work?! What are the good, the bad and the costly This one is bound to be juicy and actionable
- Having the Right Assets; considering the "right assets", utilise the right lending policy!
- Where there may be opportunities using Advanced Strategies
If there's something that's keeping you up at night about lessons you need to know for Property Strategy from Your Accountant, this is one that is going to help you on your property & wealth creation journey!
For Those Who Want To Learn More About "Levelling Up" Their Property Investing, Make Sure To Jump On The To Check Out The Level Up Property Course