Most people find the world of accounting as nothing but pure numbers, hard to digest, or even boring. 

Some investors would just hand over all accounting concerns to their accountants or financial advisors without knowing the different entities and structures that go well with investing.

What are the things that investors should and shouldn’t do?

What do successful investors do that can be replicated?

In today’s episode, Alex Ryan joins us to discover how the world of accounting and structure relates to property investing and how full knowledge of “trusts” is helpful in deciding where to put your hard earned assets accordingly.

If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more. 

See you on the next one! 

Episode Highlights:
Welcome to InvestorKit Podcast [00:00]
What keeps Alex motivated in what he does [3:13]
What got him into doing things that he does [5:05]
Defining trust and identifying the two most popular type of trusts [6:49]
Examples of random names in the trust world. [11:40]
Three things to think about when setting up a trust [14:49]
How to use a discretionary trust to save tax [17:44]
Difference between holding a property in your own name vs holding it in a trust [20:41]
Business owners vs employees with salaries [23:32]
Most common traits with successful clients [26:48]
Some common things that accountants typically do not set people for success [29:37]

About our Guest:

Alex Ryan is a chartered accountant and tax advisor at Prime Advisory, as well as a business advisor. He has over 15 years of experience helping clients minimise risk, taxes, and stress. He has this to say: "My focus is mindfulness. Be aware of exactly what you're trying to achieve, demonstrate empathy, and ban assumptions and value-judgements".

Connect with InvestorKit:
Website: https://www.investorkit.com.au/
Send in your questions to: arjun@investorkit.com.au
Follow us on Facebook: https://www.facebook.com/InvestorKit/
Follow us on Instagram:  https://www.instagram.com/investorkit.com.au/?hl=en
Subscribe to our Youtube Channel: https://www.youtube.com/@investorkit3615
Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/

Connect with Alex:
Website: https://www.primeadvisory.com.au/

Most people find the world of accounting as nothing but pure numbers, hard to digest, or even boring. 
Some investors would just hand over all accounting concerns to their accountants or financial advisors without knowing the different entities and structures that go well with investing.
What are the things that investors should and shouldn’t do?
What do successful investors do that can be replicated?
In today’s episode, Alex Ryan joins us to discover how the world of accounting and structure relates to property investing and how full knowledge of “trusts” is helpful in deciding where to put your hard earned assets accordingly.
If you’ve enjoyed this episode, don’t forget to like, share, rate, and subscribe for more. 
See you on the next one! 
Episode Highlights:
<ul>
<li aria-level="1">Welcome to InvestorKit Podcast [00:00]</li>
<li aria-level="1">What keeps Alex motivated in what he does [3:13]</li>
<li aria-level="1">What got him into doing things that he does [5:05]</li>
<li aria-level="1">Defining trust and identifying the two most popular type of trusts [6:49]</li>
<li aria-level="1">Examples of random names in the trust world. [11:40]</li>
<li aria-level="1">Three things to think about when setting up a trust [14:49]</li>
<li aria-level="1">How to use a discretionary trust to save tax [17:44]</li>
<li aria-level="1">Difference between holding a property in your own name vs holding it in a trust [20:41]</li>
<li aria-level="1">Business owners vs employees with salaries [23:32]</li>
<li aria-level="1">Most common traits with successful clients [26:48]</li>
<li aria-level="1">Some common things that accountants typically do not set people for success [29:37]</li>
</ul>
About our Guest:
Alex Ryan is a chartered accountant and tax advisor at Prime Advisory, as well as a business advisor. He has over 15 years of experience helping clients minimise risk, taxes, and stress. He has this to say: "My focus is mindfulness. Be aware of exactly what you're trying to achieve, demonstrate empathy, and ban assumptions and value-judgements".
Connect with InvestorKit:
<ul>
<li aria-level="1">Website: <a href="https://www.investorkit.com.au/">https://www.investorkit.com.au/</a></li>
<li aria-level="1">Send in your questions to: <a href="mailto:arjun@investorkit.com.au">arjun@investorkit.com.au</a> </li>
<li aria-level="1">Follow us on Facebook: <a href="https://www.facebook.com/InvestorKit/">https://www.facebook.com/InvestorKit/</a></li>
<li aria-level="1">Follow us on Instagram:  <a href="https://www.instagram.com/investorkit.com.au/?hl=en">https://www.instagram.com/investorkit.com.au/?hl=en</a></li>
<li aria-level="1">Subscribe to our Youtube Channel: <a href="https://www.youtube.com/@investorkit3615">https://www.youtube.com/@investorkit3615</a></li>
<li aria-level="1">Connect with us on LinkedIn: <a href="https://www.linkedin.com/company/investorkit/">https://www.linkedin.com/company/investorkit/</a></li>
</ul>
Connect with Alex:
<ul>
<li aria-level="1">Website: https://www.primeadvisory.com.au/</li>
</ul>

My name is Arjun Paliwal and I’m the founder of InvestorKit. We help people like you find and secure positive cashflow properties with enormous capital growth potential and secure them at the best prices. Plus, as multi-state licensed buyer’s agents we can give you access to properties across Australia, eliminating location bias…and at times ‘off-market’, before the public even knows they’re for sale.

My name is Arjun Paliwal and I’m the founder of InvestorKit. We help people like you find and secure positive cashflow properties with enormous capital growth potential and secure them at the best prices. Plus, as multi-state licensed buyer’s agents we can give you access to properties across Australia, eliminating location bias…and at times ‘off-market’, before the public even knows they’re for sale.

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