• Should you be buying through a Trust? Broker Q&A: we answer YOUR burning questions

  • Sep 8 2024
  • Length: 28 mins
  • Podcast

Should you be buying through a Trust? Broker Q&A: we answer YOUR burning questions

  • Summary

  • Are you considering property investment but unsure about the best strategy? In this episode, we delve into the world of trusts and explore their potential benefits and drawbacks. Join us as we discuss how trusts can impact your borrowing power, protect your assets, and help you achieve your investment goals.

    From understanding the basics of trusts to navigating the complexities of negative gearing and land tax, we cover everything you need to know. Our expert guests share their insights and real-world examples to help you make informed decisions.

    Whether you're a seasoned investor or just starting out, this episode offers valuable information that can guide your property investment journey. Don't miss out on this opportunity to learn more about strategies to get into the property market!

    Timestamps

    00:00 - Intro: Unlocking Property Investment with Trusts

    03:20 - Trusts 101: Weighing the Pros and Cons

    08:05 - Borrowing Power: How Trusts Affect Couples

    13:38 - First Home Buyers: Navigating Entry-Level Investments

    18:14 - Trust Boundaries: Understanding Limits and Requirements

    23:50 - Loans as Tools: Leveraging Finance for Property Growth

    26:45 - Take Action: Making Informed Investment Decisions

    About Atelier Wealth:

    Today, Atelier Wealth is a multi-award-winning mortgage brokerage. Our passion, experience, and dedication are key ingredients in helping us maintain our position as one of Sydney’s leading mortgage brokers.

    We will do everything in our power to help our clients on their property journey. We work with a variety of clients with differing personal and financial circumstances. Some of our clients may be struggling to secure a loan for any number of reasons.

    No matter what your property goal is, we can help. At Atelier Wealth, we find it incredibly rewarding to assist our clients to secure finance. We work in partnership with our clients to make their property dreams come true. Together we’ll make it happen.


    About Aaron:

    Aaron-Christie David founded Atelier Wealth, a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron’s focus is clear – supporting property investors to make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years.

    With over 10 years of financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron's decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.

    Connect with Aaron:

    Visit the website: https://atelierwealth.com.au/

    Follow the Australian Investment Property Podcast’s Official Instagram account: https://www.instagram.com/aupropertyinvestmentpodcast/

    Follow Aaron on Facebook:
    https://www.facebook.com/aaronchristiedavid

    Follow Aaron on LinkedIn:
    https://www.linkedin.com/in/aaronchristiedavid/

    Subscribe to Atelier Wealth’s YouTube Channel:
    https://www.youtube.com/@atelierwealth_au



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