Q&A: Surprising tax saving on inheritance, investing in property overseas, repay mortgage or invest and more...
In this Q&A episode, Stuart unpacks a range of nuanced financial strategies, from tax-effective investing for children to optimising debt, investment structure, and global property opportunities.He begins with Cara’s question about investing an inheritance for her children and explains the surprising tax concession available through testamentary trusts—highlighting how they can be used to minimise tax on investment earnings for minors, which is a rare opportunity under Australian tax law.Shawn’s question opens up a discussion on investing in international real estate. Stuart weighs up the…
The skinny
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