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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: Co-investing in property considerations, selling property to adult children, rebalancing portfolios and more...
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In this Q&A episode, Stuart dives into questions around co-investing in property with family, selling to adult children, managing tax exposure, and adjusting share portfolios amid market volatility.
He begins by exploring the complexities of joint property ownership among siblings, highlighting the importance of equal ownership, clear legal structures, and protective clauses to manage risk, especially around relationship breakdowns or financial stress. He also covers how to structure a family property when parents will live in it, including handling rental income and tax compliance.
Next, Stuart responds to a parent considering selling 50% of an investment property to their daughter and her partner. He explains the capital gains tax and structuring implications, and whether the strategy is a sound path toward intergenerational wealth transfer.
The episode also features guidance on portfolio rebalancing in volatile markets, including whether to reduce concentrated holdings or invest in emerging market ETFs—plus a few fund suggestions for those looking at Asia.
Lastly, Stuart clarifies the six-year CGT exemption rule and answers a property strategy question for a couple struggling to balance rentvesting, affordability, and long-term home ownership.
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
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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.
