The Holistic Accountant

Tax-effective home repayment case studies

November 29, 2023 Stuart Wemyss & Mena Abraham Season 3 Episode 44
The Holistic Accountant
Tax-effective home repayment case studies
Show Notes

In this episode, Stuart and Mena discuss strategies that optimise your ability to repay your home loan, including:

  • Everyone's situation is different. 
  • If you earn business income and you encounter an unexpected tax liability. 
  • Borrow to invest in shares. 
  • Div 7A loan from the corporate beneficiary. 
  • Distribution to family members and they deposit cash in your offset account.
  • Business restructure. 

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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

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