Investopoly
Case Study: Restructuring a share portfolio across two ownership structures
In this case study episode, Stuart shares insights from working with a high-income client who initially focused on building a property portfolio but later diversified into shares. The client's share portfolio was initially held in his wife's name due to their circumstances at the time, but a portion was later moved into a trust structure for tax efficiency.
Stuart emphasises the importance of considering all components of investment returns, including income, growth, and tax credits. He also highlights how market corrections can present opportunities for investors. The episode offers a practical example of how Stuart's approach to formulating advice has been applied, considering factors like ownership structures, asset allocation, and tax implications.
By sharing this real-life case study, Stuart aims to provide listeners with a relatable and informative illustration of the principles and methodologies he discusses in his regular weekly episodes. Listeners can expect to gain valuable insights into holistic wealth-building strategies and the practical considerations involved in implementing them effectively.
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/
Do you have questions? Email questions@investopoly.com.au
If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps me reach more incredible listeners like you. Thank you for being a part of this journey! :-)
Click here to subscribe to Stuart's weekly email.
SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.
Work with Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
In this case study episode, Stuart shares insights from working with a high-income client who initially focused on building a property portfolio but later diversified into shares. The client's share portfolio was initially held in his wife's name due to their circumstances at the time, but a portion was later moved into a trust structure for tax efficiency.
Stuart emphasises the importance of considering all components of investment returns, including income, growth, and tax credits. He also highlights how market corrections can present opportunities for investors. The episode offers a practical example of how Stuart's approach to formulating advice has been applied, considering factors like ownership structures, asset allocation, and tax implications.
By sharing this real-life case study, Stuart aims to provide listeners with a relatable and informative illustration of the principles and methodologies he discusses in his regular weekly episodes. Listeners can expect to gain valuable insights into holistic wealth-building strategies and the practical considerations involved in implementing them effectively.
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/
Do you have questions? Email questions@investopoly.com.au
If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps me reach more incredible listeners like you. Thank you for being a part of this journey! :-)
Click here to subscribe to Stuart's weekly email.
SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.
Work with Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.