Podcasts about smsf

In this episode of The Property Nerds, hosts Arjun Paliwal, Adrian Lee, and Jack Fouracre explore the complex financial roadblocks experienced investors face and how strategic planning can unlock new avenues for growth. The hosts start the conversation by reframing tax as a sign of financial progress, not a burden, by spotlighting a standout client case in which a maxed-out investor unlocked additional borrowing capacity by moving a commercial property into a self-managed super fund (SMSF). The shift freed up debt and transformed a stalled $3 million portfolio into one capable of adding a further $2 million commercial asset. The hosts also tackle the psychological hurdles many investors face, especially the reluctance to sell assets without understanding their true after-tax position. Another scenario reveals how transitioning from a large residential base into commercial assets can better support long-term passive income goals. They further highlight the limitations of relying solely on banks, arguing that brokers and strategic advisers can restructure portfolios through tools like trusts and SMSFs to unlock opportunities that traditional lending channels overlook.

In this clip Rachelle Kroon and Leah Hall from Lift Accounting for a deep dive into the pros and cons of holding property in self managed super fund (SMSF).This audio is from a clip on the this is property YouTube channel: https://youtu.be/jb_7Il25O9Uthis is property is proudly brought to you by:Solvere Wealth: https://www.solverewealth.com.auSphere Home Loans: https://www.spherehomeloans.com.auGrab a copy of John's book, Sort Your Property Out & Build Your Future: https://amzn.to/45l7n9MWe hate email spam so we don't create it! Sign up to our newsletter to get only the valuable money, careers and property info you need: https://email.moneypodcast.com.au/Learn more about this is property here: https://www.moneypodcast.com.au/property Hosted on Acast. See acast.com/privacy for more information.

In this episode we discuss a review of contribtuion strategies, account balance management and strategies for lower income earners. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS134: A review of contribtuion strategies, account balance management and strategies for lower income earners. first appeared on Business Concepts Group.

In today's episode we're answering all your burning questions!We chat about how many ETFs you actually need (the answer might surprise you), whether it's worth switching to an SMSF and buying crypto, our top tips for investing later in life, how we invest ourselves, what's in our own portfolios, and heaps more.Grab a coffee and hang out with us while we dive into all of it!Use the code 'GRSC' to start investing on Pearler with $20 of free brokerage credits

Fan Mail - Send us a Text MessageTerry Waugh is a solicitor, mortgage broker and tax adviser.--In this episode we welcome special guest Nick Block, founder and financial advisor at ID Advice, one of Australia's very few hourly-only advice firms.Nick breaks down the mechanics and myths of debt recycling, explores tax-efficient investment choices, and uncovers the pitfalls of trust structures, pooled super funds, and investment bonds.Whether you're building wealth, planning for your children's financial future, or curious about superannuation strategies, this episode is packed with practical, no-fluff insights you can apply immediately.In this episode we discuss:00:38 – About Nick Block and ID Advice01:26 – What debt recycling is and how it works02:27 – Choosing between high-yield and low-yield ETFs03:59 – Interest-only vs principal-and-interest loans04:45 – When an investment becomes positively geared05:27 – Harvesting capital gains as part of a recycling strategy06:36 – The tax implications that must be considered07:08 – Using superannuation alongside debt recycling08:14 – Why trusts often don't work for debt recycling09:18 – Issues with pooled super funds and capital gains12:10 – When an SMSF is appropriate13:46 – Property inside super15:48 – A strategy for dollar-cost-averaging debt recycling21:43 – Investing for children and avoiding minor-tax traps28:12 – Investment bonds and their real tax treatment34:29 – Bucket companies and retained earnings--If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions.Support the showwww.structuring.com.au

In this episode, Debbie sits down with Chris Jahn from Jahn Super to discuss Self Managed Super Funds - from fundamentals and setup to administration and compliance.Not just relevant to SDA investment, this episode is for anyone considering setting up an SMSF to manage their superannuation and take control of how and where their money is invested.Contact Chris Jahn on 08 6477 9964chris@jahnsuper.com.auhttps://jahnsuper.com.au/---------------------------------SDA ADVISORY SERVICEShttps://www.sdaadvisory.com.auSDA RESEARCH REPORTShttps://ndis.property/reportsEBOOKS:www.robustdesign.com.auwww.highphysicalsupport.com.auwww.improvedliveability.com.auwww.fullyaccessible.Send us a textNDIS PROPERTY AUSTRALIA:Our team conducts thorough research on Specialist Disability Accommodation (SDA) and provides appropriate technical advice through premium and strategy-based solutions. We also use complex feasibility calculation spreadsheets to help investors understand the expected annual income of an SDA dwelling, the timeline stages of construction of their property, as well as revealing the hidden costs. By staying up-to-date with the latest SDA data and pricing payments information, we help clients make better-informed decisions and achieve their investment goals.FOLLOW US:LinkedInInstagramFacebookCONTACT:Please feel free to call us on 1300 254 397 to talk to one of our friendly staff, otherwise, just pop on over to our website to find out more.For any podcast related queries or suggestions, please contact our podcast team via podcast@ndis.property

In this episode of The Money Mentor, Amy and Rhett share their financial and personal journey into property investment which began after selling their home and deciding to rent. This decision allowed them to pay off personal debts, including a significant mortgage, and invest in multiple properties. The couple also focused on optimizing their superannuation shifting from an industry fund to a self-managed super fund (SMSF), allowing them better control and improved returns. Through these moves, they significantly enhanced their financial portfolio, positioning themselves for long-term success.

In this episode of The Smart Property Investment Show, host Phil Tarrant is joined by Costa Arvanitopoulos from Finni Mortgages to unpack Macquarie Bank's retreat from trust and company lending and the rising role of self-managed super funds (SMSFs) in property investment. They explain that Macquarie's move, driven by tighter anti-money laundering (AML) scrutiny and concerns over spruikers using trusts to dodge serviceability rules, signals a broader shift in how lenders view complex structures. While this may disrupt investors who use trusts for tax and asset protection, borrowing in personal names remains available, and other lenders are expected to fill the gap. Against this backdrop, Tarrant and Arvanitopoulos highlight SMSFs as a more mainstream and increasingly popular vehicle for property investment. Arvanitopoulos notes that SMSFs let investors use their super to buy property without impacting personal borrowing capacity, which is particularly useful for those already maxed out in their own names. He explains that SMSF lending focuses on fund contributions, rental income and, for business owners, company financials to prove serviceability. The duo also flag the limitations and tax settings around SMSFs, including no equity release, no major renovations, and higher tax rates on very large balances. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, X (formerly Twitter) and LinkedIn. If you would like to get in touch with our team, email editor@smartpropertyinvestment.com.au for more insights, or hear your voice on the show by recording a question below.

In this episode of Broker Daily Uncut, hosts Alex Whitlock and Eva Loisance are joined by Finni broker Costa Arvanitopoulos to unpack the biggest insights from the first ever Broker Pulse roundtable – and what brokers really think of the market. From broker behaviour, borrower expectations, and shifting market dynamics under the microscope, the trio reflect on the evolving relationship between brokers and their clients – and the growing demand for honesty, clarity and upfront disclosure. The hosts dive into the standout revelations from the Broker Pulse presentation, including fresh data on how borrowers choose their broker, why first impressions are more powerful than many realise, and the wake-up call brokers received on transparency around fees and remuneration. They also take a look at what's driving rising fixed rates, why auction results might be hinting at softening confidence, and the widening gulf between house and unit prices that's reshaping investor strategy. The episode rounds out with a look at the surging interest in SMSF lending – from higher rates to hands-on control – and what this means for investors searching for stability in an increasingly uncertain market.

In this episode of the SMSF Adviser Show, CoinSpot chief business development officer Tim Wilks joins host Keith Ford to break down the rapid rise of digital asset investing within the SMSF sector – and why trustees are increasingly looking to crypto as part of a broader diversification strategy.    Wilks explains how institutional adoption, regulatory progress and improved compliance frameworks have helped shift perceptions of cryptocurrency from a speculative punt to a legitimate high-growth asset class.   Tune in to hear: Why SMSFs are increasingly allocating to cryptocurrencies and other digital assets. How to practically work with SMSF clients in the digital asset space. Why advisers who skill up early on crypto will be better positioned to attract and retain clients as demand accelerates.

In this bonus episode of The Money Mentor Podcast, we sit down with Tracie & Brett alongside their Relationship Manager, Amanda, to uncover how education, structure, and accountability helped them move from scattered finances to purposeful wealth building.Before joining Infinity, Tracie & Brett were living and working on their farm with no home loan but without a clear strategy. They had 15 bank accounts, no proper budget, and although they had $420k in savings and $180k in SMSF, they weren't sure how to make their money grow or where to start investing. After watching the free webinar and joining the masterclass, everything began to shift. They learned how everyday decisions could shape their long-term future and instead of guessing, they finally had a roadmap. Since joining Infinity in April 2025, their progress has been incredible: Eliminated bad debt, purchased 3 investment properties, including a dual-occupancy, built a portfolio worth $2 million, now have $200k in accessible cash plus $50k in a 10% return fund, reduced their spending and dropped their FFF budget from $750 to $410 per week, all while enjoying life. Also both completed 60 Strong, with Tracie taking out female winner and Brett finishing as runner-up after losing 15.3kg (and Tracie 8.5kg)In this episode we talk about:What it's really like having a Relationship Manager in your corner- How they simplified accounts, spending, and budgeting- Their plans for a retirement home and future-proof wealth- Investment and money habits that made the biggest difference- How being part of the Infinity community accelerated their growth- Advice for anyone thinking about joining but hesitating

In this episode of Wealth Coffee Chats, Alex breaks down a busy week across markets, AI stocks, crypto, and gold. He unpacks Nvidia's fresh earnings announcement, discusses concerns around an “AI bubble,” and explores how shifting interest rate expectations are impacting global markets. Alex also dives into ASIC's latest report on Self-Managed Super Funds (SMSFs), revealing their rapid growth, key risks, compliance responsibilities, and why SMSFs now represent a quarter of Australia's total superannuation assets. Whether you're navigating choppy markets or considering an SMSF strategy, this episode offers timely insights to help you make informed financial decisions.   Episode Highlights: Market pullback explained — Aussie market down ~7% and the US top 500 down ~4% over the month. Nvidia's blockbuster earnings — how AI-related revenue keeps reshaping investor sentiment. AI bubble concerns — understanding the feedback loop between AI startups and chip suppliers. Crypto correction — Bitcoin and Ethereum dropping sharply after strong yearly gains. Interest rate expectations — how delays in rate cuts are influencing volatility. ASIC's SMSF Report 824 — key findings including SMSFs hitting $1 trillion in total assets. Risks & responsibilities of SMSFs — diversification, cashflow concerns, compliance duties, and why proper strategy is essential.

This week on UTH we are joined once again by Miriam Holme and David Perrott of FAB Tax to chat about all things SMSFs and superannuation – what you can do, what you shouldn't do and what needs to change. Tune in to hear more: How Miriam bought her business property through her SMSF. The controversy associated with this, how it can be accomplished and why it could be a potential option for some people. The sole purpose test and the cruciality associated with sticking to it. David's professional perspective and thoughts on SMSF purchases and the super industry as a whole. Real life examples of when and how it has worked, and when it really hasn't. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

Hottest Australian property markets in 2026. Where are they? We speak with Tiffy Rubinat, CEO at Wealthi to see what clients are buying. Owner occupiers, investors and SMSF. In this episode, Tiffy breaks down each Australian capital city and explains the drivers behind investors entering the market follow three interest rate cuts.00:00 - Market Outlook: Demand & Acceleration01:29 - Why Supply is so Tight: Developer Challenges03:37 - Investor Appetite: The $600k-$1M Sweet Spot05:54 - Buying Brand New in an SMSF06:52 - Geographic Opportunities: Tier 1 Recovery07:59 - Why Melbourne is the 2026 Prediction09:25 - Inner-City vs. Outer-Suburb Trade-offs11:45 - The Top Investor Mistakes to Avoid14:18 - The 3 Non-Negotiable Investment Fundamentals16:09 - Final Market Prediction for 202617:48 - How to Contact Tiffy RubinatAbout Flexdoc https://flexdoc.com.auAbout Wealthi https://wealthi.com

Before joining Infinity, Nathan & Leanne were comfortable but uncertain about their next steps. They had a $280K home loan, a $480K combined super balance, a $40K novated car lease, and no clear financial plan. Their budget was unstructured, and they weren't sure how to move forward or make their money work harder for them. After finding Infinity and joining the program, everything changed. With Infinity's guidance, they created a clear strategy, paid off their home and car loans completely, and built a portfolio of three investment properties (including one in their SMSF) worth over $4.18 million. They also sold off unnecessary assets like their jet ski and trailer, streamlined their finances and now live with total confidence in their plan. Today Nathan & Leanne feel empowered. They're building a legacy for their two kids and inspiring others to take control of their finances with purpose and discipline.This episode dives into:- What it's like to have a Relationship Manager by your side- How they learned to budget, save, and still enjoy life- Investing while managing a mortgage and how it's possible- Growing their investment portfolio and financial confidence- Their experience with the Infinity community and family- What's next — dream home goals, future investments, and well-earned holidays

For every SMSF member, regardless of whether they choose to use a binding death benefit nomination, the overriding objective of a holistic estate plan must be securing of the succession of control of the fund and in turn member benefits.  This interactive webinar will explore a range of strategies advisers can assist SMSF members with including:  Key strategies to leverage at the time of establishing an SMSF  hygiene issues with maintaining originally implemented strategies  when - and how - initial strategies should be iterated   a deep dive into the key triggering events   case study exploration of key second order consequences    For access to more webinars and resources join one (or all) of the View Communities.  Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.  Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.  Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)   Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning   Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)  Related articles and resources:  PODCAST:  #96 – Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success  PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster     Listen to View's previous episodes here 

Sam Black and Brendan Lowbridge unpack SMSF

In this episode we sit down with financial advisor, author and social media star James Wrigley. James has amassed hundred of thousands of followers and millions of views for his friendly, educational content on superannuation, wealth and finance.In this episode we cover:  - James experience from his new found rise to social media fame - Who he helps with financial advice and how - The strategies people are using today to benefit them tomorrow - Does structure really matter? - James' advice for young people wanting to set themselves up for life - Superannuation, SMSF and Tax strategies you may not know about.... - The #1 tip and advice for a better retirement (it's not what you think) - Plus much more!Support James and Grab a copy of his NEW book here: https://amzn.asia/d/4hKi5NSLooking to invest in property yourself? Why not join a team of 9 experts who have experience across 35,000 property transactions over a combined 135 years in the field. We've put together the Property Investment Course for people who want to learn how to buy and build a portfolio, without paying $25k for buyers agents. To learn more, checkout:www.everythingproperty.auFacebook: http://facebook.com/everythingproperty.auInstagram: http://www.instagram.com/everythingpropertyLinkedIn: http://linkedin.com/everythingpropertyDisclaimer: The topics, conversation, opinions and discussion provided in this episode  are general in nature. As a listener you should not take or use the information discussed as financial advice. Everything Property and its associates recommend that you always engage in independent financial advice before making any investment or purchasing decision.

SMSF property investing requires specialist loans. Mary Odisho from Flexdoc explains the lending process and how not all lenders participate in the SMSF lending market. Mary explains the key qualities of an SMSF loan, how to structure and the three key things the lenders look for when approving SMSF property loans for investing purposes.Lending for SMSF: https://www.flexdoc.com.au/smsf-lendingSMSF Disclaimer: https://www.flexdoc.com.au/smsf-disclaimerIndependent Legal Advice for SMSF: https://www.flexdoc.com.au/post/independent-legal-advice-with-buying-property-in-an-smsf

In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Liam Shorte, managing director of SONAS Wealth, and Phil Broderick, principal at Sladen Legal, at the SMSF Technical Strategy Day in Sydney.   Shorte joins the show to discuss the evolving world of contribution and why it's important to understand the contribution rules and caps to ensure planning decisions remain sound regardless of the final policy settings.   Listen as Broderick unpacks a range of estate planning issues he covered in his session at the strategy day, including how some recent case law should impact the way SMSF professionals consider death benefit nominations.

There are about 650,000 self-managed super funds in Australia, looking after more than $1 trillion in retirement funds. And that number is growing. Individuals and their trustees are increasingly confident about looking after their own money as they head towards retirement.But holding a SMSF isn’t always what it’s cracked up to be. Away from investing your money, there are rules around compliance, investment strategies, annual meetings and a host of other things.Sean Aylmer speaks to Kate Anderson, General Manager of NowInfinity, for a guide to the non-investing parts of owning a SMSF.Fear & Greed is the media partner for Class Ignite 2025Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

The mortgage broking industry in Australia is becoming increasingly competitive, prompting brokers to adopt strategic marketing, personalised client engagement, and diversified services to stay ahead. In this episode of Finance Specialist, hosts Liam Garman and Trent Carter explore effective marketing strategies, emphasising multichannel approaches, consistent engagement, and personalisation to build trust and strong client relationships. They stress the importance of understanding client problems and delivering value, moving conversations beyond rate comparisons to meaningful financial solutions. Goal setting and habit-based planning are highlighted as essential tools for brokers to achieve momentum and long-term success. Diversification into commercial lending and SMSF opportunities is encouraged, helping brokers reduce risk, while tapping into new revenue streams. Garman and Carter also highlight the role of automation and technology in streamlining workflows and improving client retention, while cautioning that the human touch remains critical. Education and professional development are central, equipping brokers with deeper financial insights to provide tailored advice and stay ahead of market trends. Throughout, the hosts emphasise strategic planning, personalised service, and continuous learning as keys to navigating the complexities of today's mortgage broking landscape.

There’s never a dull moment in investing, and right now, gold and rare earths are in the spotlight. Then there’s the longer-term trend towards ETFs and overseas investing, too. Scott is joined by Gemma Dale, nabtrade’s Director of SMSF and Investor Behaviour to unpack just what’s happening, and why.See omnystudio.com/listener for privacy information.

Jared Zak from Dott & Crossit explains how to purchase a property inside an SMSF the right way. As the leader of one of Australia's largest conveyancing companies, Jared explains the SMSF purchasing process and key differences between an SMSF property purchase and a normal property purchase. 0:00 Introduction to Buying Property in an SMSF1:13 The Dual Trust (Bare Trust) Structure4:51 Avoid the Biggest Mistake: Incorrect Purchaser Name6:11 Solicitor Must Provide Independent Legal Advice (ILA)8:50 Stamping and Registering the Bare Trust Deed12:30 Selling a Property Within an SMSFLending for SMSF: https://www.flexdoc.com.au/smsf-lendingSMSF Disclaimer: https://www.flexdoc.com.au/smsf-disclaimerJared & the Dott & Crossit Team: https://www.dottandcrossitt.com.au/Independent Legal Advice for SMSF: https://www.flexdoc.com.au/post/independent-legal-advice-with-buying-property-in-an-smsf

Glen James and Vince Scully break down the red flags in superannuation and financial advice, from SMSF spruikers to product conflicts and fee myths. They explain how some advisers push their own products, why low fees aren't always better, and what good advice actually looks like. If you're reviewing your super or getting pitched a "better deal," this is a must-watch.This audio is from a clip on the money money money YouTube channel: https://youtu.be/VdUwhXAc5zUIf you'd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/

Craig Day and Linda Bruce answer our question of the month, which discusses what happens where a member/trustee of an SMSF undertakes work on a fund asset that they technically need to charge for to avoid the fund incurring a non-arm's length expense. Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Linda Bruce, Richard Chen, Alex Denham and Kim Guest discuss the latest technical news including changes announced to the proposed Division 296 tax, Payday Super, super releases under compassionate grounds, ATO directing SMSF trustees to undertake education and 1 November 2025 aged care changes. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Commercial Property Investing Explained, Steve Palise sits down with Jeremy Iannuzzelli, one of Australia's leading property accountants, to break down how to invest through superannuation the smart way.From managing thousands of investor portfolios every year to building his own multimillion-dollar property holdings, Jeremy shares what most investors get wrong about using their super to buy property and how to structure for long-term wealth.This episode covers:How to invest your super for your age and stage of lifeThe key differences between residential and commercial property inside superWhy growth vs cash flow balance becomes critical heading into pension phaseThe real impact of the government's new 5% deposit schemeWhat the new Division 296 and inheritance tax discussions mean for investorsHow to protect your portfolio against shifting super and trust legislationThe biggest mistakes Jeremy sees investors make, and how the smartest ones pivotWhether you're just setting up an SMSF or managing multiple properties, this conversation will help you future-proof your portfolio and build wealth that lasts.Get FREE access to the Commercial Property Institute course -  CLICK HEREGet FREE access to the Residential Property Institute course - CLICK HEREGet your FREE copy of Commercial Property Investing Explained Simply - Use discount code PODCAST CLICK HEREGet your FREE Commercial Property Paydown Calculator CLICK HERE Follow Palise Property on FACEBOOK for Free Tips Tricks & Insights CLICK HEREHOSTED BY:Steve PalisePh: 0403 878 497Email: steve@paliseproperty.comLinkedIn: https://au.linkedin.com/in/steve-paliseCONNECT WITH JEREMYWebsite: https://www.praediumpartners.com.au/ LinkedIn: linkedin.com/in/jeremy-iannuzzelli-5bb6045bInstagram: https://www.instagram.com/jeremy_ianna/

Wollongong está viviendo un momento histórico de crecimiento económico, empleo e infraestructura y Avondale se está posicionando como una de las zonas con mayor potencial de capital growth.

Tiết kiệm hàng trăm ngàn đô la tiền thuế và vẫn đầu tư được bất động sản mơ ước – nhiều người Úc đang tận dụng quỹ hưu bổng tự quản (SMSF) như một ‘con đường tắt' để làm giàu. Đây có phải là ‘bí mật' tài chính mà bạn đang bỏ lỡ? Các chuyên gia nhận định, xu hướng này không chỉ phản ánh sự thay đổi trong tư duy đầu tư, mà còn cho thấy vai trò ngày càng lớn của SMSF trong chiến lược quản lý tài chính cá nhân.

In this episode of The Smart Property Investment Show, host Liam Garman speaks with self-managed super fund (SMSF) specialist Natalia Clack, unpacking the growing appeal and complexities of SMSFs.  SMSFs are gaining traction among investors seeking greater control over their retirement savings, offering broader investment choices and attractive tax advantages. Clack highlights the importance of education when navigating the intricate rules that govern these funds. Many misconceptions persist, including the belief that SMSFs are too complex or require extensive expertise, but Clack stresses that specialist guidance can make them both manageable and rewarding. With the ability to invest in property, gold, cryptocurrency, and other asset classes, SMSFs offer greater flexibility than traditional super funds. However, compliance and independent auditing remain crucial to ensure funds operate within legal boundaries and meet regulatory obligations. As the landscape evolves, illustrated by proposals such as the Division 296 tax, Clack says staying informed about legislative changes is essential. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, X (formerly Twitter) and LinkedIn. If you would like to get in touch with our team, email editor@smartpropertyinvestment.com.au for more insights, or hear your voice on the show by recording a question below.

The Treasurer has finally clarified how the revamped plans for the new super tax will work - including how Capital Gains Tax will work...it's a template for the future, make sure you are up to speed. James Gerrard of www.financialadviser.com.au joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Final cut on the new super tax Is the gold sell-off serious? Tax consequences of renting your home* If annuities are so good...where are the deals? See omnystudio.com/listener for privacy information.

In this episode we discuss the new division 296 tax announcements. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS133: The New Division 296 Tax Announcements first appeared on Business Concepts Group.

In this episode of The Property Nerds, co-hosts Arjun Paliwal and Adrian Lee from InvestorKit and Jack Fouracre from Fouracre Financial are joined by Ronesh Hargovind from the Incentum Group to discuss how understanding equity loans and trusts can shape successful property investment strategies. Self-managed super funds (SMSFs) have become an increasingly popular vehicle for Australians looking to grow their retirement savings through property, though they come with a level of complexity that requires careful planning. Hargovind explains that SMSFs have gained traction over the past 15 years as a way to leverage tax advantages and build wealth, but managing them properly requires distinguishing between personal and fund-related expenses. He suggests starting an SMSF with a balance of $200,000 to $300,000 to cover set-up and compliance costs, noting that while smaller or larger balances are possible, they bring different considerations. One of the key benefits is favourable tax treatment, with contributions and gains taxed at low rates during accumulation and tax-free benefits during the pension phase. However, trustees must be vigilant about record keeping and compliance to avoid penalties from the Australian Taxation Office, and ongoing discussions about unrealised capital gains tax add further complexity for large funds.

See omnystudio.com/listener for privacy information.

In this episode part 2 of chat with Dr Annalyse Crane, we explore challenges involved with practice ownership, including negotiating purchase of the business premises. ➢being your own landlord➢painful lesson about property purchasing and contracts- how to avoid paying double stamp duty!➢why tenant doctor will generate more revenue than allied health➢creating a culture where doctors want to come work at your practice➢Annalyse goals: succession planning (many doctors leave it too late!), setting up opportunities for kidsConnect with Annalyse-(2) Annalyse Crane | LinkedInMusic Credit: Bass Nation.New episode every fortnight.Send in your questions to: passiveincomedoctors[AT]gmail.comIf you are a doctor or dentist interested in property investing Australia, join my community: https://www.facebook.com/groups/315108673770810Follow me on Instagram for first peek at new content, and my day-to-day life. Dr Dan (@passiveincomedoctors) • Instagram photos and videos

In this episode of The Smart Property Investment Show, host Phil Tarrant is joined by Eva Loisance from Finni Mortgages to discuss how shifting lender strategies and policies are creating opportunities for both self-employed and conventional property investors. Eva highlights that lenders are increasingly offering lower fixed and variable rates outside of the Reserve Bank of Australia's cycle to attract and retain customers, creating opportunities for borrowers to negotiate better terms. Fixed-rate mortgages, while attractive, require careful consideration, with strategic timing essential for switching between fixed and variable options. Innovations in the SMSF lending space, including 90 per cent loans without lender's mortgage insurance, reflect a competitive environment benefiting borrowers, particularly those with limited superannuation funds. Eva points out that changes in serviceability assessments, such as using rolling 12-month bonus averages and simplified borrowing criteria for self-employed individuals, have expanded access to finance. Additionally, the co-host expects the government's First Home Guarantee scheme to drive demand for properties within its price caps, raising concerns about potential price inflation and affordability challenges for future buyers. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, X (formerly Twitter) and LinkedIn. If you would like to get in touch with our team, email editor@smartpropertyinvestment.com.au for more insights, or hear your voice on the show by recording a question below.

One in five Sydney homes sold last year without ever being listed on REA or Domain. We dig into what it could mean for the property portals. Plus EA's record takeover, Bryce's case that banks aren't boring and we finish off Super September with a round up of all your superannuation questions answered.We cover:EA's $55b take-private and what it says about private vs public markets.SMSF vs member-direct, rolling over funds, and high growth index super options.Why global banks (and a fast-growing Brazilian newcomer) might surprise you.—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter.We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

A generation of investors have used Self Managed Super Funds for property investment, but steadily the numbers have changed in this area with higher rates, higher upfront costs and a growing realisation it is not the deal it used to be. Financial adviser James O'Reilly from NorthEast Wealth joins Associate Editor - Wealth, James Kirby, in this episode. In today's show, we cover: SMSF property - A sub-optimal performer Survivorship bias - Why SMSF property may lose in the future Would you be better in a standard super fund? The limits of compulsory super rules See omnystudio.com/listener for privacy information.

This week, Trent Fleskens hosts Simon Gow, the National Head of Self-Managed Super Funds at Grant Thornton, to delve into the intricacies of self-managed super funds (SMSFs) and property investment. They discuss the increased regulation and compliance associated with SMSFs, the benefits of using an SMSF for property investments, and the tax advantages. Additionally, they cover borrowing against super balances, the setup and ongoing costs, legal and compliance requirements, and common strategies like buying commercial property through an SMSF. Simon provides detailed guidance on the rules, potential pitfalls, and the overall strategic mindset needed for leveraging SMSFs effectively.

ABOUT THIS PODCAST:Buying with a partner… smart move or risky play?

Inside the Self Managed Super Fund sector, it is professionals - such as auditors - who are on the front line: They will be dealing with valuations which ultimately determine whether or not investors will be hit with the new super tax. One of the leading voices in the campaign against the new super tax is auditor Naz Randeria, here she lays out the faults of the new super tax regime and reveals how - if you are unlucky enough - you could end up paying unrealised gains tax twice over on a property held inside an SMSF. Naz Randeria of Reliance Auditing Services joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Valuation bunfights and other realities of the new super tax Land tax and Division 296 - how two paper gains taxes can be applied to the one property! Unleashing unrealised gains taxes Where can I find a 'pension eligibilty calculator?" See omnystudio.com/listener for privacy information.

Tickets are now on sale for the Australian Property Scout Summit on Saturday, November 15th at The Star in Brisbane. This is your chance to walk away with a clear, actionable game plan for 2026, renewed clarity and motivation, advanced investor strategies and the tools to level up your investing, no matter where you're at in your journey. You'll be surrounded by the APS and SAP community and hundreds of driven investors to expand and develop your circle of influence. Spots are selling fast — secure yours now here and gear up for a massive 2026!

SMSFs (Self-Managed Super Funds) are increasing in popularity. SMSFs provide a lot of great features. They allow investors to access the investments they want, and in the proportion they'd like to. They allow a level of customisation to invest in asset classes that aren't available through traditional superfunds. The popularity of SMSFs with investors – particularly investors with high balances – has caused the industry to innovate to provide another option. In this episode, Mark and Shani discuss Direct Investment options that may offer a happy middle ground for investors who want control of their portfolio, but not the headache of portfolio administration. You can find the full article here.A message from Mark and ShaniFor the past five years, we've released a weekly podcast to arm you with the tools to invest successfully. We've always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We've shared our journeys with you, and you've shared back. We've listened to what you're after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

It sounds so good: Sophisticated Investor status is open to all investors who have enough money to get across the line. But did you know a financial adviser is no longer legally bound to act in your 'best interests' if you sign along the dotted line? Three million people now qualify for Sophisticated Investor status but the regime is creaking and it's time for serious overhaul of the rules. Peter Burgess, CEO of the Self Managed Super Funds Association joins Associate Editor - James Kirby in this episode. In today's show, we cover: Sophisticated Investor status- Should you? Why regulators want to lift the $2.5m threshold Dumb money - The case for a knowledge test Where's the legislation? New super tax on hold See omnystudio.com/listener for privacy information.

Self-managed super fund (SMSF) lending offers brokers a chance to diversify, but it's also a niche full of nuance, requiring expertise and close collaboration, says Bluestone Home Loans. In this episode of In Focus, we sit down with Richard Chesworth, head of specialised distributions at Bluestone Home Loans, to unpack this specialised market and explore how brokers can ensure they're writing SMSF loans the right way. Tune in to find out: The evolution of SMSF lending and current trends in market. What brokers need to know to confidently navigate the SMSF lending space. How Bluestone Home Loans supports this growing segment. And much more!

In this episode of The Smart Property Investment Show, Phil Tarrant speaks with Benjamin Plohl, seasoned investor and principal buyer's agent at BFP Property Group, to explore SMSF investing's opportunities, challenges, and rising appeal for financially empowered investors. The duo starts by highlighting the importance of strategic planning for investors rather than focusing solely on accumulation. Benjamin notes the increasing popularity of SMSFs, citing over 650,000 funds and 1.2 million trustees, and explains how they provide flexibility, leverage, and the ability to pool family resources for larger investments. For SMSF investors, Benjamin stresses that strategic asset selection, market timing, sector focus, leveraging borrowed funds, and utilising concessional tax advantages are essential for maximising long-term returns. The discussion also addresses challenges, including compliance, tax implications, and the need for informed decision-making to avoid pitfalls. Finally, the duo underscores the importance of professional guidance, advising investors to build a team of accountants, brokers, and advisers to navigate the SMSF landscape effectively and achieve retirement goals. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, X (formerly Twitter) and LinkedIn. If you would like to get in touch with our team, email editor@smartpropertyinvestment.com.au for more insights, or hear your voice on the show by recording a question below.

If it wasn’t said by a top financial adviser, you might dismiss it as a quote out of context, but Partners Wealth Group Jack Tossol is not kidding: He says a generation that has ‘sunk everything’ into the family home will miss the chance to have a successful tax-deductible investment plan. It’s a provocative notion, challenging die-hard principles of money management, but with house prices moving higher again...you have to listen. Financial adviser Jack Tossol of Partners Wealth Group joins Associate Editor - Wealth, James Kirby, in this episode. In today’s show, we cover No tax deduction, no income…Is home ownership overrated? Why ‘Rentvesting’ is worth revisiting Are you facing decades of ‘dead money' in your home mortgage? Challenging the ‘retirement sweet spot’ See omnystudio.com/listener for privacy information.