How to Structure Your Investments PART 1: Individual vs Trust Ownership
About this episode
The episode discusses the impact of investment structures on tax, flexibility, and wealth creation, focusing on individual ownership and trust structures.
The structure used to hold an investment can have a significant long-term impact on tax, flexibility, asset protection and wealth creation outcomes. Two people can invest in exactly the same asset and achieve very different financial results simply because of how those investments were structured from the beginning. In the first of this two-part series, Ricky Caldow and Mitch McKeown, Directors of the Bongiorno Group, explore two of the most common investment structures: individual ownership and trust structures. They explain how each structure works, the tax implications involved, when trusts may provide greater flexibility, and why early planning is critical before investment portfolios begin to grow. The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the preferred tax and accounting partner for the Australian Medical Association Victoria and the Victorian & Tasmanian Regional Alliance Partner of the Australian Orthopaedic Association. For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/ This general advice has been prepared without taking account of your…
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- How to Structure Your Investments PART 2: Individual vs Trust Ownership
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