> Ready to make confident decisions about your home loan? Connect with Lee Rosenfeld and the team at Innovative Home Loans to book your choice of a First Home Buyer Discovery Call, Home Loan Discussion, Home Loan Meeting, or Home Loan Review here: https://outlook.office.com/book/[email protected]/?ismsaljsauthenabled

In Part 1, Lee and Aaron unpacked the fundamentals of property tax planning, including depreciation schedules, repairs vs renovations, and the pitfalls of tainting loans. They also explored how accountants can guide investors through negative gearing, capital gains, and compliance strategies to protect wealth and minimise tax.

In Part 2, we take the conversation further with Aaron Roberts from Delante Accountants, diving into advanced topics that every property investor and business owner should understand. From debt recycling and investment loan structuring to choosing the right ownership entity—whether in your own name, a trust, or a company—Aaron explains how the right setup can maximise tax benefits and protect your assets.

We also break down the complexities of self-managed super funds (SMSFs), including what you can and can’t invest in, compliance requirements, and when it makes sense to establish one.

Throughout the episode, Lee and Aaron highlight the importance of building the right financial team from accountants, brokers, advisors, and solicitors so that they can work with you, to support your long-term wealth goals.

Whether you’re just starting your property investment journey or expanding your portfolio, this episode is packed with strategies to help you avoid costly mistakes, structure your investments wisely, and plan for financial success.

Lee Rosenfeld | Innovative Home Loans

⁠⁠https://www.innovativehomeloans.com.au/⁠

Aaron Roberts | Delante Accountants 

https://www.delanteaccountants.com.au/

***Disclaimer: The topics, conversation, opinions and discussion provided in this episode are general in nature and does not take into account your personal needs and requirements. As a listener you should not take or use the information discussed as financial advice. We always recommend that you engage in independent financial advice before making any finance decisions.