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EPISODE 204 - Investment Strategy advice for a podcast listener.
Manage episode 397666573 series 3321104
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This episode is an 'Investment Strategy' podcast for one of our avid listeners. Debbie and Minh sit down together to do their best to give some general advice (wink wink) to help a person who thinks he is not in a position to look at SDA right currently. But in this episode, the team shows that there is "more than one way to skin a cat" as the old saying goes. Minh talks about using 'timeframe build delays' for this potential investor's advantage as he awaits the sale of his home in about 15-18 months time aswell as using the liquid funds available to use as a 10% deposit for a house (one part) or apartment or villa, which falls within his timeframe of entering the market later.
Also, a great deal of the discussion centres around initiating an SMSF entity, to beef up the client's superannuation funds in preparation for retirement. Superannuation is the most tax effective way to build the clients long term wealth and draw down an income stream in an effective manner long term in retirement. Why, one may ask? Because income tax is only 15% in super, and 10% capital gains tax in super. But if an asset is disposed of after 12 months of ownership, CGT falls by 50% (aka 5%), but then it also drops to 0% if disposed of at retirement age.
Because of this investor's stage in life (58 years of age), this "general advice" provided is very much centred around the use of the superannuation environment as a vehicle to build his retirement portfolio with SDA properties in a tax effective manner.
Sit back and enjoy this highly technical financial and property combo advice from our regular podcast presenters.
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Information contained in this podcast is general in nature only. It does not take into account the objectives, financial situation
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