The Impact of Financing Changes on Your Tax and Wealth Creation Plans

Date: 30th August 2018
Time: 7:30am - 9:00am
Location: HLB Mann Judd Perth
RSVP Date: 27th August 2018

The past 18 months has seen significant changes in how we manage existing borrowings and apply for new lending. Over the past decade, there has been a relatively harmonious relationship between tax-efficient strategies and acquiring debt to support both personal and commercial financial goals. We are finding that as the washout of these changes flows through the market we need to re-evaluate the synergies between future tax planning and current debt management.

At this breakfast seminar, Sarah Wells will cover the most recent financial services industry changes and how these will impact your future financing decisions, including:

  • Interest Only versus Principal & Interest
  • Maximum terms of loan contracts based on retirement
  • Exit strategies for investment property portfolios
  • SMSF Lending

Sarah Wells is one of Australia’s most accomplished banking and financing brokers, coaching clients on the best banking and financing strategies available.