Q&A – Family property moves, insurance costs & long-term cash strategy

In this Q&A episode, Stuart works through a series of nuanced listener questions that all sit at the intersection of tax, structure, and long-term decision making. While the scenarios vary, the common thread is the cost of getting the structure wrong early, and the difficulty of undoing it later. We begin with a Melbourne couple in their 30s navigating a generous but complex proposal from ageing parents: the potential transfer of an investment property that may become a future family home...