A lot of people want to purchase a property, but how can you know which structure is right for you?
Welcome to the Australian Property Investment Podcast. In each episode, we ask a guest expert to share their key insights for aspiring investors to make confident property choices.
In this week’s episode, Davie Mach, Director and Client Manager of Box Advisory Services, shares with us his inspiring background story and how he became the award-winning account that he is today.
He also shares his insights and expertise on different topics like dealing with clients who wish to pay less in tax, buying a property through a company or a trust, turning your primary property into an investment, and so much more.
If you want to learn more about the best way to purchase your dream property from an accountant’s perspective, then make sure to listen to this episode!
Looking for expert conversations that educate investors like yourself to help you build a quality property portfolio? You’re in the right place. Stay tuned!
00:00 – Intro
01:06 – Davie’s Business Reflections in the Last 3 Years
05:45 – Davie’s Backstory
10:20 – Dealing with Self-Employed Clients Who Wish to Pay Less Tax
15:46 – Is Buying Under a Trust a Relevant Buying Structure?
20:56 – What is a Unit Trust?
23:07 – Buying a Property Through a Company
29:58 – Turning Your Primary Property into an Investment
39:09 – Conclusions
40:55 – Outro
About Our Host:
Aaron-Christie David is the founder of Atelier Wealth and a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron’s focus is clear – supporting property investors make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years.
With over 10 years in financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron’s decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.
Connect with Aaron:
Visit the website: https://atelierwealth.com.au/
Follow Aaron on Facebook: https://www.facebook.com/aaronchristiedavid
Follow Aaron on LinkedIn: https://www.linkedin.com/in/aaron-christie-david-a7482a21/
Subscribe to Atelier Wealth’s YouTube Channel: https://www.youtube.com/channel/UCKdm2ssEHel1kyQLAHGvNPQ
Connect with Davie:
Follow Davie on LinkedIn: https://www.linkedin.com/in/davie-mach/
Visit the website: https://boxas.com.au/
Follow Box on Facebook: https://www.facebook.com/boxadvisory
Follow Box on LinkedIn: https://www.linkedin.com/company/box-advisory-services/
Subscribe to Davie’s YouTube Channel: https://www.youtube.com/c/DavieMach/featured
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