Tax & Investment Workshop
Join us for OneSite Finance's Tax & Investment Workshop on Thursday, 6 June 2019
This is an educational workshop with industry experts to help you understand how the tax & housing policies announced by the Liberal government in the lead up to May's election will impact your tax and investment decisions going forward.
The workshop will be held in a friendly, no obligation environment where you can ask as many questions as you want and get all the advice you need from our resident experts.
Whether you are a first home buyer or a seasoned investor, there will be plenty of insights to gain.
This event will be hosted in conjunction with Harry Edwards, the Managing Director at Bell Partners Norwest and Ben Weeding, the Head Strategist at LGen Property Strategy. The workshop will cover the following topics:
- Given the Coalition's unexpected election win, what now for the property market?
- How the newly announced First Home Buyer incentive will effect the market and how to prepare yourself for the changes ahead
- Residential property tax - what you can and can't claim
- Different structures when buying your next investment property
- Interest Only in advance - why and when you should use it
- General tax tips with the end of the financial year coming up
- Interest Only vs. Principle & Interest (P&I) loans - the pros and cons
- Is negative gearing any good?
Workshop Details
- DATE
Thursday, 6 June 2019
- TIME
6:00 - 8:00 PM
Drinks and refreshments start at 6:00PM. The presentations and round table workshop will start at 6:30PM. Depending on questions, we are aiming to finish at 7:30 - 8:00PM.
- ADDRESS
OneSite Finance
505/50 Holt Street,
Surry Hills NSW 2010
- DIRECTIONS
Our office is a 5 minute walk away from the Southern end of Central Station. Exit Central Station and walk up Devonshire Street. There is also time limited parking available on the streets surrounding Holt Street.
Key Presenters
Ben Weeding
Investment Property Strategist
Ben is a former Institutional Equities Trader at JPMorgan. Despite his high-level exposure to the equity markets in Asia and around the world, Ben developed a keen interest in the Australian property market. Utilising his analytical skills, he went on to develop a substantial portfolio through his own renovations and developments.
It was this success in the Australian property market that eventually led him away from his role as an equities trader to focus solely on developing passion for investment & property strategy
Harry Edwards
Chartered Accountant
Harry is the Managing Director of Bell Partners Norwest. Harry grew up with a fascination for business. His expertise lies in business advisory, business restructuring, accounting, tax advisory and establishing key performance indicators for maximising business management.
Harry works extensively with small to medium businesses on better structuring and managing their businesses to balance the growth and profit objectives of their owners.
Liz Zaki
Mortgage Broker
Liz has 13 years experience in the Mortgage industry with deep expertise in residential property. She started OneSite Finance in 2005 to help Home Buyers and Investors to navigate the many options available when looking at property or business finance.
Over the years Liz has organised finance for First Home Buyers, Property Investors - both experienced and first timers, Business Owners, Self Managed Super Funds (SMSF) and more
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Executive Summary
This is an educational workshop with property industry experts. Our aim is to educate Home Owners and Investors on the main ramifications of the taxation and housing policies announced by the Liberal government in the lead up to May's federal election.
The workshop will give you a number of important tips on how to manage your finances and how to navigate the new property and taxation environment going forward.
The workshop will also cover what you need to do to get your finances in order before applying for any loans. We will show you what Lenders are looking for in order to maximise the number of choices you have for finance once you find a property you want to purchase.