Everyone wants to pay less tax.
But the real question isn’t just how to save tax this year. It’s about how to structure your wealth so you can grow it, protect it, and eventually pass it on without creating unnecessary tax burdens, risks, or family chaos. 
In today’s Wealth Retreat Conversations episode, the series we're running to help you get a taste of the type of thinking and insights you’ll experience at Wealth Retreat, Ken Raiss Australia’s leading property tax strategy answers the common tax questions he gets asked all the time - from trusts and super to estate planning, asset protection, and how to legally reduce your tax bill.
We explore how ownership structures impact tax efficiency and asset protection.
Ken shares insights on aligning tax planning with long-term wealth goals.
We discuss common mistakes in property structuring and how to avoid them.
Join us for strategies to safeguard your wealth and make informed decisions.
Takeaways
- Align ownership with financing to maximize tax benefits.
- Strategic planning prevents wealth erosion from legal challenges.
- Trust deeds must match your specific goals.
- Asset protection is crucial for wealth preservation.
- Estate planning goes beyond just having a will.
- Proper structuring shields assets from litigation.
- Tax planning should support broader wealth objectives.
- Ownership choices impact long-term wealth success.
- Comprehensive estate planning includes trusts and nominations.
- Wealth retention requires proactive strategies.
Links and Resources:
Answer this week’s trivia question here - https://www.propertytrivia.com.au/
- Win a hard copy of What Every Property Investor NeedsToKnow About Finance, Tax And The Law
- Everyone wins a copy of a fully updated property report –What’sahead for property for 2026 and beyond.
Michael Yardney – Subscribe to my Property Update newsletter here
Get the team at Metropole Wealth Advisory to create a Strategic Wealth plan for your needs. Click here and have a chat with us.
Ken Raiss, Director of Metropole Wealth Advisory
Join Ken Raiss and Michael Yardney, plus a team of experts, at Wealth Retreat 2026 on the Gold Coast in May. Find out more about it here and register your interest. It's Australia's premier event for successful investors and business people.
Get a bundle of eBooks and Reports at: www.PodcastBonus.com.au
Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future. Or click here.
Subscribe & don’t miss a single episode of Michael Yardney’s podcast
Hear Michael & a select panel of guest experts discuss property investment, success & money related topics. Subscribe now, whether you're on an Apple or Android handset.
Need help listening to Michael Yardney’s podcast from your phone or tablet?
We have created easy to follow instructions for you whether you're on iPhone / iPad or an Android device.
Prefer to subscribe via email?
Join Michael Yardney's inner circle of daily subscribers and get into the head of Australia's best property investment advisor and a wide team of leading property researchers and commentators.





