Equity Shift™

The Chan & Naylor Equity Shift™ allows an individual to shift the equity as opposed to the asset, from an unsafe environment to a much safer environment.

Assume the person has a family home with significant equity (market value less debt) and wishes to purchase an investment property. A properly arranged loan will allow the investment property to be purchased in a Property Investor Trust®, while still allowing the individual to claim any negative gearing and have the debt which would have been allocated to the investment property, to the home.

The interest on the debt, if structured correctly, is still fully tax deductible as the purpose of the loan is for investment. This leaves no equity on the home and shifts the equity into the property investor trust where it is protected without triggering CGT or stamp duty on the assets.

 

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If you would like to discuss Equity Shift™ with a Chan & Naylor consultant please:

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