Topic Eight – Determining Client Ownership Structures

In this topic we will introduce you to the different ownership structures which are possible when buying property, It is important that you liaise with the client’s tax planner to ensure that the ownership structures are consistent with the tax strategy for that client.

The topic also considers other ownership structures outside of those individually held, such as superannuation funds and companies.

Learning objectives

By the end of this topic you will be able to: 

  • Compare seven different types of client ownership structures and their relative merits
  • Explain the rules associated with a client investing within a self-managed super fund
  • Describe the process for valuing property using both the net present value and discounted cash flow techniques as well as other valuation methodology
  • Answer questions, complete activities and other self-paced learning tools to enhance your understanding of this topic