[Podcast] Smarter, Not Harder: Advanced Tax Strategies for Savvy Investors with Ken Raiss

[Podcast] Smarter, Not Harder: Advanced Tax Strategies for Savvy Investors with Ken Raiss

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In today's question-and-answer episode, I’m joined by Ken Raiss, director of Metropole Wealth Advisory to answer questions posed by our listeners. Podcast #508 Ken Raiss 06

Together, we dive into the world of property investment and development, discussing the various financial and legal implications of property joint ventures and the benefits of setting up self-managed super funds.

Ken shares valuable advice on property investment structures, tax planning, and strategies to avoid costly mistakes.

Tax and Investment Insights with Ken Raiss

In today’s conversation with Ken, we share insights into the complex world of property investment and development.

The discussion covers a range of topics, including transitioning from passive to active property development strategies, the intricacies of property joint ventures, the process of setting up a self-managed super fund, and the benefits of using a Bucket Company for tax minimization.

  • The complex web of property investment and development
    • Buying, developing, and flipping is not as easy as some people think Land Tax
  • Tax implications of transitioning from a passive to an active property development strategy
  • The complicated tax implications of a joint venture
    • How the borrowers’ responsibilities for debt work in a joint venture
      • In a joint venture with two borrowers, each borrower is responsible for 100% of the debt, but each only has the value of 50% of the asset
        • This affects the borrowing capacity for other ventures
      • The importance of identifying roles and responsibilities as well as agreeable outcomes in a joint
    • Understanding the process of setting up a self-managed super fund and the conditions of release
    • The advantages of using a Bucket Company for tax minimization and estate planning
    • The role of the Australian Taxation Office (ATO) in determining your intentions when buying a property
    • The pros and cons of registering for GST and the hidden benefits of the margin scheme
    • Latest changes to trusts and structures in property investment

Links and Resources:

Ken Raiss, director of Metropole Wealth Advisory

Have a chat with Ken Raiss to ensure you have the correct asset protection strategies in place – click here

Why not get the team at Metropole on your side to give you holistic property and wealth advice– find out more here

Get your bundle of E-books and resources as my gift for subscribing to this podcast   www.PodcastBonus.com.au

Some of our favorite quotes from the show:

“There's lots of tax implications of splitting the joint venture that people don't even know they're getting results into.” – Michael Yardney

“In summary, if I get it right, what a bucket company does is it allows you to cap or minimize the tax that you may distribute to a person.” – Michael Yardney

“So, from now on, stop keeping the score of the digits in your bank account and start chasing invaluable experiences. Start making an impact.” – Michael Yardney


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Michael is a director of Metropole Property Strategists who help their clients grow, protect and pass on their wealth through independent, unbiased property advice and advocacy. He's once again been voted Australia's leading property investment adviser and one of Australia's 50 most influential Thought Leaders. His opinions are regularly featured in the media.

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