Property Wealth Hub  ·  Wealth Blueprint
Module 3 of 4  ·  Wealth Blueprint

Exit
Strategies

When to sell, how to sell tax-efficiently, and how to transition from a growth portfolio to a passive income machine.

⏱ 9 min
📖 4 lessons
📝 Module quiz

What you will learn

Four things to understand before you start the lessons.

01
Capital gains tax management

The 50% CGT discount, timing sales around income years, and structures that legally minimise the tax bill.

02
Portfolio pruning

How to identify underperforming assets and sell them without triggering unnecessary tax.

03
The transition to income

Switching from growth properties to yield properties — the portfolio rebalancing that funds retirement.

04
Vendor finance and structured exits

Alternative ways to exit a property that maximise total return without a traditional sale.

CGT strategy at exit

The timing decisions that save or cost tens of thousands.

💰 Hold more than 12 months: only 50% of the capital gain is taxed. Timing settlement into a lower income year can further reduce the effective rate. A $400K capital gain taxed at 47% = $188K tax. Same gain with 50% discount at 37% = $74K tax. Timing saves $114K.
$114,000
potential tax saving on a $400K capital gain through strategic timing

This is a real-world example of how tax planning at exit matters as much as the growth achieved. Always consult a property-specialist accountant 12–18 months before you plan to sell — not in the year of sale.

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You are ready to begin

4 lessons, approximately 9 minutes. Complete the quiz to unlock the next module.

In this module
✓CGT discount strategy
✓Portfolio pruning
✓Transition to income phase
✓Structured exit options
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