Planning for Retirement and Converting a Property into an Investment

Trevor is seeking a “Tree Change”: To escape out of the city with his family. What are the implications of turning his Principal Place of Residence into an investment property to do so?  

Meanwhile, Emma’s got a duplex under a single title. She lives in one unit and has rented the other; is she eligible for Capital Gains Tax exemption?  

Clinton wants to know what's the best loan to attach his offset account to: An interest-only or Principal and Interest loan? 

 Folks, today’s massive Q&A highlights the most significant benefit of Australia’s tax system, the importance of seeking good tax advice (and the implications if not!) and exactly why record-keeping could save you thousands.  

Tune in now! 😊 

FREE STUFF MENTIONED

• How much is your property earning (or costing) you?  Moorr’s newest Property Cashflow Projection Tool is now live! Get a detailed breakdown of money going in and out over the next 12 months, plus the full tax story. 
• Resources from Ben’s “What’s Making Property News”:  
  • ‘Death clause’ triggers an extra $1.2m for vendor 
  • Westpac’s Prestige Property Report 
• Leave us a Q for our next Q&A Day!
  Reach out to Bryce on Instagram or through our SpeakPipe. (And get a free Start & Build course if your Q is featured!)  
  Psst – also feel free to send us your life hacks, property news, and more!  
• Looking to run different scenarios for your future? Book your free initial consultation with our team of Qualified Property Investment Advisors today.  

LISTEN TO THE FIRST 20 EPISODES HERE >>

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