Alternate Assets
Alternate security to invest: cryptocurrency and shares
Professional investor + consultant
Alternate security to invest - Cryptocurrency + Shares
Professional investor + consultant
$5.3MRefinance + purchase + crypto lend
- Referrer
Accountant
- Deal size
- $2.6m Refinance + $1.2m purchase + $600k equity release on current investment property.
- $900k lend on Cryptocurrency holdings for further investment.
- Challenge
- Servicing constraints on current income.
- Needing extra funds to complete purchase and wanted to invest further by using debt.
- Strategy
- New valuations on investment properties to assist cash out.
- Non-recourse loan on Crypto assets without income assessment for future investment.
- Worked with accountant on structuring and best tax strategy.
- Acceptance on capital gains income from buying and selling shares over a period of time
How it came together
Broad strategy to borrow further funds to invest in property and shares/managed funds.
Retain share portfolio and avoid CGT while leveraging crypto assets typically not acceptable by retail banks.
Client details are withheld by agreement. Figures are from the engagement.
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