One of the most common questions we receive in the world of tax is… 

What name should I put my tax structure in?!?  

And while it may seem like a simple question on the surface, lurking below is a mix of confusing super contribution laws and tricky tax loopholes that require the greatest of tax minds to debunk…which is exactly what we’ve got sitting down with us today😉  

Re-joining us in the studio (for the FIRST time in 2023 – which we’re BEYOND pumped about!!) is one of the greatest tax experts in Australia, Julia Hartman – Founder of BanTACS, Chief Technical Tax Advisor at Empower Wealth and tax structure extraordinaire!!   

As Ben says today, tax structures are like stepping onto a minefield, and to help you avoid running into any explosive situations, we’re doing a quickfire round of WWJD: What Would Julia Do!  

From SMSFs and Super to the 99 to 1% strategy, we’re presenting you with the consolidated and ultimate guide to tax structures in 2023!  

PLUS tune in to hear Julia’s novel and niche tax structure strategy which has Ben and Bryce very intrigued….  

Yep. It’s another GIGANTIC episode that has us all giddy (which might have something to do with us all being in the studio again 😉) Listen in now folks!  

 

Free Stuff Mentioned… 

• Watch this episode! Check out The Property Couch’s YouTube Channel to see our fireside chat in the studio with Julia 😊  
• Free suburb reports end tonight! Our 8th Birthday surprise to you (5x FREE suburb reports, usually $39 each) ends tonight, 16 March 11:59pm AEDT!! How To Claim: Click here and enter the Coupon Code: TPCBIRTHDAY. Limit 5 per person. To ensure you are not charged, please purchase a single Suburb Report x 5 times. If you add 5 Suburb Reports into one cart purchase, you will only receive a $39 discount. Don’t miss out!  
• New PICA Webinar: Watch Ben’s latest PICA webinar on WA’s Tenancy Reform Strategy. Become a member today to watch the replay >>  
• NEW MOORR FEATURE! Ready to take your wealth-building to the next level? Check out your IncomeSPEED today! Create or log in to your free account in our online platform or download the app on Apple or Google Play today! 
• For those who left us a 5-star written review for our Moorr app – Thank you! Email us to claim a FREE Start & Build course today.
• Ben’s “What’s Making Property News?” articles:  
  • #1: An investor with 12 properties who’s struggling. Read it now >>  
  • #2: Is Australia’s market balancing? See the graph Ben talks about here >>  

• Last Week’s Episode: Thanks to everyone who left us such positive feedback on the previous episode with Evan Lucas. Listen to it now >>  
• Previous Episodes with Julia Hartman:  
  • Episode 417 | Home Deposits Made Simple – Chat with Julia Hartman, Michael Ragavan & James Bowe! 
  • Episode 386 | BEWARE Tax Traps! How to rebuild or repair after a natural disaster – Chat with Julia Hartman 
  • Episode 349 | How To Avoid Paying Tax Without Going To Prison! – Chat with Julia Hartman 
  • Episode 228 |Ownership Structure & Trusts with Julia Hartman – Everything You Need to Know About Property Tax (PART 2) 
  • Episode 226 | Capital Gains Tax 101 with Julia Hartman – Everything You Need to Know About Property Tax (PART 1) 

 

Want to work with Bryce & Ben’s Award-Winning Team? 

• Your own roadmap to $2k per week passive income? >> Start a conversation with one of our Qualified Property Investment Advisors
• Buying an investment-grade property in an investment-grade suburb? >> Start a conversation with our independent and experienced Buyers Agents
• Setting up or reviewing your borrowing strategy? >> Start a conversation with our investment-savvy Mortgage Brokers
• Implementing your defence strategy? >> Start a conversation with our Financial Planners
• Want to maximise your tax refunds? >> Start a conversation with our Tax Accountants

 

Here’s some of the gold we cover… 

• 0:00 – The gold that’s coming at you today!  
• 2:12 – Free resources!! PICA Webinar Replay, Free Suburb reports, and more… 
• 5:03 – Watch this episode! 😮  
• 6:03 – Mindset Minute: FOMO and… sheep?!? 🐑🐑🐑 
• 8:17 – Welcome back, tax expert Julia Hartman!  
• 9:06 – The Myths of Asset Protection  
• 13:24 – Top Trends in Tax structures  
• 16:40 – Your complete guide to tax structures (The Big Pros + Cons!)  
• 18:49 – Scenario 1: “I want to put this property in my company name!”  
• 21:38 – Folks, here are the biggest considerations.  
• 25:11– Scenario 2: “Is it a good idea to purchase a new company premise in my company name?”  
• 27:30 – Scenario 3: SMSFs  
• 30:57 – “It is a minefield…”  
• 34:46 – The alternatives, risks & big benefits.  
• 40:41 – Scenario 5: “I want to put it into a trust!” 
• 44:33 – Scenario 6: What if I’m an Income Earner or a Business?  
• 47:07 – Are Hybrid Trusts too good to be true?
• 55:04 – Ownership Types & Ratios: Joint Tenants Vs. Tenants In Common   
• 58:11 – The 99-1% trend: Is it still the best strategy today?  
• 1:03:24 – Can you contribute it to a Super fund?  
• 1:04:44 – The Fed Budget, Wages, Interest Rates & Super: The future according to Ben 
• 1:07:29 – The Mortgage Trust: A No-way or Niche idea?!  
• 1:11:11 – It boils down to C_m_le_I_y vs. R_s_!  

And… 

• 1:14:53 – Phew, what a supercharged episode!  
• 1:16:05 – Folks, this is why you MUST talk to a tax specialist.  
• 1:18:57 – Introducing… your IncomeSPEED?! See the newest Moorr features now >>  
• 1:22:47 – What’s Making Property News: #1. This investor is struggling with 12 properties… 
• 1:26:18 – #2. Two US big banks close and have we reached the bottom of the market?