Q&A: Sell investments to upgrade home, invest in personal name or trust, and more...
In this Q&A episode, Stuart answers a range of listener questions covering property investment strategies, tax considerations, and structuring share portfolios for long-term wealth building. He explores whether it's better to sell investment properties to upgrade a family home, how to balance rental yields with capital growth, and whether to renovate or develop for higher returns.Stuart also dives into tax-efficient superannuation strategies, IRR calculations for property investments, and the differences between investing in personal names versus family trusts. For those looking to optimize…
The skinny
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