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Investopoly
Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
Investopoly
Q&A: Sell investments to upgrade home, invest in personal name or trust, and more...
In this Q&A episode, Stuart answers a range of listener questions covering property investment strategies, tax considerations, and structuring share portfolios for long-term wealth building. He explores whether it's better to sell investment properties to upgrade a family home, how to balance rental yields with capital growth, and whether to renovate or develop for higher returns.
Stuart also dives into tax-efficient superannuation strategies, IRR calculations for property investments, and the differences between investing in personal names versus family trusts. For those looking to optimize their share investments, he provides insights on platforms like Stockspot and Pearler and how to build a tax-efficient portfolio outside of super.
If you're navigating property decisions, investment structures, or long-term financial planning, this episode is packed with valuable, practical advice to help you make informed choices. Tune in for expert insights tailored to investors at all levels!
Do you have a question? Email: questions@investopoly.com.au or for a faster response, post a comment on the episode's video over on YouTube: https://www.youtube.com/@investopolypodcast/podcasts
If you're interested in working with my team and me, discover how we can work together here: https://prosolution.com.au/prospective-client/
If this episode resonated with you, please leave a rating on your favourite podcast platform.
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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.
