Structuring Success: The Accountant's Playbook for SMSF, Trusts, & Property Development episode artwork

EPISODE · Dec 3, 2025 · 47 MIN

Structuring Success: The Accountant's Playbook for SMSF, Trusts, & Property Development

from Property and Coffee · host Hosts - Matt Atkinson and Matt Skehan

Welcome to the fifth episode of Property and Coffee, the Melbourne podcast that blends smart property decisions with the city's iconic coffee culture.In this episode, hosts Matt Atkinson and Matt Skehan are joined by Kartik Lakhani from HC Lakhani & Co. They will be serving up essential insights on:BBQ Talk: A look at the everyday conversations and common concerns about the Melbourne property market.Trusts : Why a simple trust is the single most powerful tool a savvy investor owns. Learn the secrets of succession planning, tax flexibility, and how top-tier investors use trusts to hold and manage multiple high-value assets without the personal liability risk.Self-Managed Super Funds: Stop leaving your super balance on the sidelines. Discover how business owners and high-net-worth individuals legally use their SMSF to buy commercial property or accelerate their investment portfolio for a tax-advantaged retirement.Assembling your A-team: Your assets are only as strong as the experts protecting them. This is the non-negotiable blueprint for building a trusted circle—Chartered Accountants, Specialist Solicitors, and Finance Brokers—that provides strategic synergy and ensures your complex finance and property transactions are executed flawlessly.The hosts are here to be the fuel for your financial future, proving that success in the Melbourne market is best achieved with expert advice and a freshly brewed cup.Get to know the Matt's and discover their mission to help you navigate property finance and buying strategies—one essential insight and perfect coffee at a time.

Episode metadata supplied by the publisher feed · Published Dec 3, 2025

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Structuring Success: The Accountant's Playbook for SMSF, Trusts, & Property Development

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