Module length: 2 hrs
Videos: 5
Step 3: Where are you on the risk spectrum?
Introduces and fully explains family trusts with a complete example of share investment in a trust:
- What are the pros and cons of family trusts (FTs)?
- What are the different roles: Trustee, beneficiary, appointor, settlor?
- Taxation of family trusts.
- How is a FT created and how much does it cost?
- Are trusts complex or costly (no), what do you need to do over time?
- What is a corporate beneficiary and how does that help?
- What is the role of children and retirement in FT considerations?
- Deep value and deep growth investments.
- Structuring & tax: Deeper discussion of trusts Part 2.
Step 3: How much risk are you taking? Understanding your current asset allocation and borrowing.
More modules
Module 5
Residential Property / Negative Gearing
Historical returns / residential price outlook/ pros and cons of borrowing to invest/ negative gearing case study
Step 5: Where does the money go?
Module Length: 2 hours
Videos: 5
Module 6
Residential Real Estate Examples
Negative gearing spreadsheet/ Property case studies x 2/ using family trusts to invest in property
Step 6: Where will you hold your investments?
Module Length: 2 hours
Videos: 4