Advanced Portfolio
Strategies
Tax structuring, SMSF property, commercial property, and the advanced moves that accelerate a portfolio beyond the basics.
What you will learn
Four things to understand before you start the lessons.
When it makes sense, how it works, and the compliance requirements most people get wrong.
Discretionary trusts for property — the tax benefits, asset protection, and distribution flexibility.
Yields, lease structures, and how commercial differs from residential in every important way.
When to sell underperformers, what to look for, and how to redeploy capital more efficiently.
SMSF property — the rules
Get these wrong and the penalties are severe.
Compared to 3.5–4.5% net on residential. Commercial leases typically include annual CPI increases, longer terms, and tenant responsibility for outgoings. Trade-off: higher vacancy risk and larger deposit requirements (30–35% typical).
You are ready to begin
4 lessons, approximately 10 minutes. Complete the quiz to unlock the next module.