How to Structure Your Investments PART 2: Individual vs Trust Ownership
About this episode
The episode discusses investment structures, focusing on company structures and superannuation, including their benefits and limitations.
In part two of this series on investment structures, the Bongiorno Group’s Ricky Caldow and Mitch McKeown examine company structures and superannuation. Companies can provide asset protection and tax deferral opportunities, while also outlining the limitations, including the absence of capital gains tax discounts and the complexities involved in accessing profits personally. Superannuation, remains one of Australia’s most tax-effective investment environments. They explore contribution strategies, retirement planning, self-managed super funds, and the common mistakes they see from high-income professionals who neglect superannuation during their peak earning years. 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 objectives, financial…
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