$27 · Digital guide · 19 pages
Compare ownership, work through the numbers and prepare for your next property decision.
Preview the actual PDF
Front cover of the 19-page PDF. The full guide is emailed after purchase.
Your working toolkit
Comparisons, worked examples and worksheets to help you prepare for a focused conversation with your advisers.
Delivered by email after successful payment.
Inside the toolkit
Personal, trust and SMSF ownership, with a lending → cash flow → tax → exit → next purchase decision order.
Illustrative PAYG, trust and lending scenarios, plus the questions behind an SMSF purchase.
Organise your deal facts, scoring, cash flow and exit considerations in one place.
A pre-exchange checklist, meeting agenda, document list and question bank.
General educational information. The guide helps you prepare for advice; it does not choose a structure or replace advice about your circumstances.
Before you start
The free pack introduces the preparation questions. The $27 guide is a fuller working toolkit with ownership comparisons, illustrative examples and worksheets.
No. It helps you organise the facts and questions to discuss with your advisers. It is educational material, not a personalised recommendation.
The digital PDF is delivered by email after successful payment.
Explore the $1,650 Initial Review. It includes a consultation and your property strategy roadmap; further modelling and implementation are scoped separately.
The $1,650 Initial Review includes a consultation and your property strategy roadmap.