Total Members: 149,176

Kade

  • Hey Jamie, sorry mate I may have worded this post wrong. I meant to say that I believe the advice I was receiving from accountants and brokers was wrong not from Steve. Their advice was to invest in my personal name not a trust, as it is easier to obtain finance and the tax benefits are just as beneficial and borrowing capacity would be greater.…[Read more]

  • Thanks again for the advice Steve. No I’m not looking to negatively gear so I definitely think the best option for me is to structure my portfolio within trusts. Has been difficult to find the right advice when there are so many conflicting opinions from ‘professionals’ even after reading your structuring and finance chapters in depth a few…[Read more]

  • Hi Steve,

    Thanks for the reply mate. I have been advised that the best option would be to invest in my personal name as it is easier to borrow and trusts do not necessarily have any tax benefits.

    Thank you for the recommendation I will get in touch with Mark.

    Regards,

    Kade

  • Hello everyone, just chasing some advice on structuring of an investment portfolio. I have spoken to several accountants and brokers in regards to the best way to structure portfolios in terms of asset protection and maximum borrowing capacity and all answers received have been that my best option is to invest in my personal name.

    From my…[Read more]

  • Kade became a registered member 1 year, 3 months ago

Kade

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