360 Financial Strategists

The right guidance can make all the difference.

When it comes to buying property, it's easy to assume you've found the best deal after doing your own research. But having an experienced broker by your side can uncover opportunities, provide valuable market insights and help you make informed decisions with confidence.

We're incredibly grateful to receive feedback like this from one of Mish's clients:

Thank you for trusting us to be part of your property journey. Helping our clients navigate the lending process with confidence and celebrating these milestones alongside them, is why we do what we do.

Congratulations on securing your new property, and thank you for allowing us to help make it happen.

My latest RateMyAgent review in Bentleigh.

https://rma.reviews/wgayct6ejljw

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🎙️ New Podcast Episode

https://youtu.be/TENrzJIYzyU

Estate planning isn't just about deciding who gets your assets. It's also about thinking carefully about how, when and under what circumstances they receive them. A testamentary trust can provide additional flexibility around how assets are managed after someone passes away.

In our latest podcast episode, we unpack:

👨👩👧 Protecting children, particularly when beneficiaries are young and may not be ready to manage a large inheritance.

💰 Managing an inheritance, rather than automatically giving a beneficiary access to a large lump sum, a trust can provide greater control over how and when assets are distributed.

🛡️ Asset protection, the structure can potentially provide protection in certain circumstances, including situations where a beneficiary may not be in a position to manage a large amount of money themselves.

👨👩👧👦 Blended families, estate planning can become more complex when there are children from previous relationships, and a testamentary trust may provide greater flexibility around providing for both a spouse and children.

📊 Tax considerations, the episode also explores how testamentary trusts can have tax advantages in certain circumstances, particularly where minor beneficiaries are involved.

🎧 Listen to the full podcast episode to hear Billy and Andrew unpack how testamentary trusts work, who may benefit from them and the circumstances where they could be unnecessary.

🏡 Buying an investment property is only the beginning.

Understanding what expenses you can claim and which ones you can't, could make a significant difference at tax time.

Read the full article here: https://360fs.com.au/blog/investment-property-tax-deductions-australia-what-every-property-investor-needs-to-know/?utm_source=facebook&utm_medium=social&utm_campaign=blog

My latest RateMyAgent review in Prahran.

https://rma.reviews/6zr8pcqo4z9p

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