We review the ownership and lending before settlement so it’s structured correctly from day one.
For buyers turning their home into a rental or expanding a portfolio.
Prevents future tax issues and protects deductions.
Questionnaire to understand ownership, lending and future intentions.
Cost vs benefit of personal, company/LTC and trust options.
Followed by a clear summary of next steps.
Debt left attached to personal borrowing, reducing interest deductibility.
Company, LTC or trust structures that add ongoing accounting and legal costs with no real tax advantage.
Choices made to solve today’s issue that create bright-line, FBT or sale complications later.
