Immediately Save $30,000 Tax When You Buy Your Next Investment Property

Hello there. My name is Rick Leighton from Ethical IQ.

Today I’d like to share with you a way to save up to $30,000 in tax when purchasing your next investment property — and receive that benefit before the end of the tax year.

Normally, in Australia, to claim deductions you first need to spend the money.

This applies to property investments as well. Because tax returns are often lodged up to 10 months after the end of the financial year, it can take a long time before investors see their tax refund.

In some cases, it could take nearly 22 months before that money comes back to you.

That’s a long time to wait.

But what if you could access those tax savings right away?

Having that money earlier could improve your cash flow, provide a financial safety buffer, or even give you additional funds to invest elsewhere.

In late 2024, after more than a year of work developing a multi-layered trust framework and testing it alongside leading SMSF auditors, we received a landmark Specific Advice Determination from the Australian Taxation Office.

The ATO confirmed that our innovative strategy was valid and compliant.

As an added benefit, this approach also created a pathway for self-managed super funds to compliantly purchase house-and-land investments.

This truly is a game changer.

Introducing Game-Changing Tax Strategy Number 5.

Using this approach, a couple may be able to save up to $30,000 in tax immediately when purchasing an investment property.

Ethical IQ has developed a sophisticated structure using layered or cascading trusts, designed to provide multiple layers of tax benefits while still supporting long-term investment objectives.

These specialised superannuation trust structures can be extremely powerful and may deliver significant tax deductions and savings, making them an effective structure for holding property investments.

To learn more, talk to us at Ethical IQ Advisory — Australia’s number one tax advisory firm for property investors.

You can book a complimentary strategy onboarding session by selecting Game-Changing Tax Strategy Number 5: How to Save $30,000 in Tax When You Buy Your Next Investment Property.poorly thought-out tax we’ve seen in our professional careers — and that’s saying a lot.