Category ""
ADVERTISING
Trust property has long been a pillar of Australian wealth management, enabling families, investors, and business owners to structure their assets efficiently. But in 2025, a wave of policy changes has altered the landscape for trusts—impacting taxation, reporting, and compliance.
Wealthy Australians distribute income through family trusts. They allocate money to family members with lower tax rates and to corporate beneficiaries. As a result, this income splitting cuts their overall tax bill. It beats receiving all income personally at high marginal rates.
Navigate the 2025 Australian residential property investment landscape with expert insights. Discover strategic approaches to building wealth through informed, data-driven real estate investments.
Explore five proven strategies including positive cash flow, negative gearing, rentvesting, buy and hold, and equity leverage. Each method shows key markets, ideal investor profiles and benefits with interest rate changes.
This article explores the nuances of lending to a trust for property investment, examining how banks and non-bank lenders assess these applications, the implications of gearing strategies, necessary income verifications, and the regulatory landscape governing such transactions.
The best property investment strategy in Australia depends on your financial goals, risk tolerance, and market knowledge. Whether you’re looking for long-term growth with buy-and-hold, quick profits through renovation, or steady income via dual occupancy, the key is to stay informed and adaptable.
navaccountants.com.au DownloadHolding property in a family trust can be beneficial as you don’t need to specify the share of spouses and still have the flexibility to distribute income in the most tax-effective manner from year to year. WHAT ARE THE BENEFITS? WHAT ARE THE DISADVANTAGES? Cannot distribute losses, so not suitable for holding negatively geared properties.
Companies and family trusts provide asset protection and flexible profit distribution for serious investors. SMSFs offer attractive tax advantages but require careful management and sufficient initial funds. Different structures come with distinct tax repercussions.
Purchasing properties through a family trust has become an increasingly popular consideration as part of an investment strategy because it can offer excellent tax benefits and asset protection. When clients work with us looking for an effective investment structure, they usually think of family trusts as part of their options.
In this guide, we explore eight proven property investment strategies tailored to the current Australian market. Each approach offers unique benefits and considerations to help you choose the path that aligns with your financial goals.