It would be fair to say that everyone wants to pay as little tax as they are legally required to, and everyone wants to protect the assets they have worked so hard to attain (e.g. family home, savings). So how do you do this? Should you set up a company? A trust? Both? Neither?
The answer is asset planning, and done right, it ensures both tax and asset protection objectives are met in the best way possible. A good asset plan also considers estate planning (who will get your assets when you die?).
A holistic approach is vital in achieving the optimal outcome – and that’s the tricky part. It’s complex process that requires expert knowledge to implement.
In this video, Matthew Gilligan and Anthony Lipscombe explain what asset planning is, and how to ensure your affairs are set up correctly to obtain the best result for your personal circumstances.
Salesh - Was really good to see you yesterday and to see you getting up in front of the crowd talking about your huge successes – and….. I didn’t realise you were so young! You are and always have been such an inspiration to us and think it is great that you got up in front of a group of eager property investors to share about your property journey and to inspire us! You should do it more often. You are so knowledgeable about property investing and so experienced – you should share your success story! - Lisa Swanepoel - December 2017
Investing in residential property?
If you're investing in residential property, seeking to maximise your ability to succeed and minimise risk, then this is a 'must read'.
Matthew Gilligan provides a fresh look at residential property investment from an experienced investor’s viewpoint. Written in easy to understand language and including many case studies, Matthew explains the ins and outs of successful property investment.