Podcasts about smsf

NRL star turned Fox League host Braith Anasta joins me for an honest, wide-open conversation about footy, family, mental health and life after the game. We get into:• Losing his dad to suicide at 15• Mental health• NRL career highlights• Who scared him the most in the game• What he learned from the Johns brothers• Dealing with controversy• Fatherhood• Transitioning post-retirement Join my exclusive Mentored+ community: https://mentored.com.au/become-a-member/ Claim $500 Bitcoin with OKX SMSF. SMSF trustees: Successfully sign-up your SMSF and getverified for an OKX SMSF trading account. Deposit $5 and receive $500 worth of Bitcoin. Eligibilityrequirements and T&Cs apply. Book a 1-1 call with the OKX SMSF team today for guidance. Offer ends 31 March 2026. Join the Facebook Group. See omnystudio.com/listener for privacy information.

Welcome to Tax Tuesday with Anthony Wolfenden from Positive Tax Solutions.This week, we unpack the latest version of Div 296 — the proposed new superannuation tax that has been reintroduced to Parliament for the third time under the “Building a Stronger and Fairer Super System” reforms.Often dubbed the “Voldemort Tax,” Div 296 has undergone major changes since its original 2023 proposal. In this episode, we break down what's changed, what's improved, and what high-balance super holders must do next.What Is Div 296?Div 296 introduces an additional tax on individuals with total super balances above $3 million.Under the revised proposal:• Balances between $3M and $10MAn additional 15% tax on earnings above the thresholdTaking the effective rate to 30%• Balances above $10MAn additional 20% tax on earnings above that thresholdTaking the effective rate to 40%Importantly, this tax is proportional — it only applies to the portion of earnings above the relevant threshold.The Three Major Fixes in the New BillAnthony explains how the updated version addresses three critical flaws from the original draft:1. No More Retrospective TaxationA cost-base reset allows SMSFs to revalue assets to market value as of 30 June 2026 — creating a clear “line in the sand.”2. No Tax on Unrealised GainsThe revised version removes the controversial tax on unrealised capital gains. Now, capital gains tax only applies when assets are actually sold.3. Indexation AddedThe $3M and $10M thresholds will now be indexed to inflation — reducing the risk of inflation dragging more Australians into the regime over time.Why 30 June 2026 Is CriticalIf you have an SMSF or a super balance approaching $3 million, 30 June 2026 is one of the most important dates on your financial calendar.Before that date, you should:• Obtain accurate, evidence-based market valuations of all SMSF assets• Ensure your cost base is correctly reset• Review whether restructuring or rebalancing is required• Consider contribution splitting or spouse strategies where applicableYour valuation is your shield. It determines how future capital gains are calculated under the new rulesWho Is Driving This?The reforms are being introduced by the Australian Government and regulated through the Australian Taxation Office, which oversees compliance within superannuation.Who Should Pay Attention?• Individuals with balances near or above $3M• SMSF trustees• Investors in pension phase with high balances• High-income earners planning long-term super growthFor most Australians, this tax won't apply. But for those nearing the threshold, proactive planning is essential.Final TakeawayThe bill is significantly improved from its original form — but it still introduces a meaningful shift in how large super balances are taxed.If you're close to the threshold, now is the time to:• Speak with your accountant• Review your SMSF valuations• Model future growth• Consider strategic adjustments before the deadlineBecause while having $3 million in super is a great problem to have — paying unnecessary tax on it isn't.Catch you next Tax Tuesday.

In this episode of Broker Daily Uncut, host Alex Whitlock is joined by Eva Loisance and Costa Arvanitopoulos to examine the apparent contradiction shaping Australia's property market: expectations of further rate rises alongside renewed lender confidence and resilient buyer demand. With auction clearance rates holding firm across several capital cities and investor activity broadening, including younger entrants leveraging buyer's agents and family pledge structures, the trio explore why the market continues to defy traditional economic signals. The discussion highlights the return of 95 per cent LVR lending for investors, shifting fixed-rate pricing, and what these moves reveal about bank risk appetite. The episode also delves into mounting concerns around rental appraisal accuracy, the accountability gap between brokers and buyer's agents, and lenders' tightening controls on income verification and servicing buffers. Rounding out the conversation is renewed competition in the SMSF lending space, with AMP's re-entry signalling cautious, but growing institutional confidence in long-term property fundamentals.

En este live, Tiffy y Agustín analizan 3 situaciones reales que vemos todo el tiempo en la comunidad latina en Australia.No hablamos del comprador perfecto.No hablamos del que tiene 200 mil ahorrados y alto borrowing capacity.Hablamos de personas con escenarios atípicos… que igual están comprando propiedades.Caso 1: Cómo entrar al mercado de Sydney con bajo depósito sin ponerte presión financiera.Caso 2: Cómo invertir usando tu super (SMSF) cuando no tenés suficiente borrowing capacity personal.Caso 3: Cómo acelerar tu portafolio utilizando equity con estrategias de dual income.Compartimos números concretos, ejemplos reales y qué está funcionando hoy en 2026 según el perfil de cada inversor.SÚMATE A NUESTRA COMUNIDAD:

In this episode, I speak with Kate Cooper, OKX Australia CEO and systems change leader with more than 25 years’ experience driving technology-led transformation across government, global enterprise, banking and digital assets. We unpack what it takes to lead in a fast-moving digital world, from balancing inner clarity with external impact, to communicating effectively through change, understanding the productivity potential of digital finance, navigating regulatory uncertainty, and managing large-scale transformation when systems and culture are shifting at the same time. You can subscribe to the Mentored newsletter here: https://mentored.com.au/newsletter-sign-up Join the Facebook Group. Follow Mark Bouris on Instagram, LinkedIn & YouTube Claim $500 Bitcoin with OKX SMSF. SMSF trustees: Successfully sign-up your SMSF and getverified for an OKX SMSF trading account. Deposit $5 and receive $500 worth of Bitcoin. Eligibilityrequirements and T&Cs apply. Book a 1-1 call with the OKX SMSF team today for guidance. Offer ends 31 March 2026.See omnystudio.com/listener for privacy information.

In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference in Adelaide. In part one, SMSF Association chief executive Peter Burgess joins the show to talk about where the SMSF sector is heading, how it's growing, and the major issues impacting professionals. Then Class CEO Tim Steele and Financial Services Council CEO Blake Briggs chat about the thought leadership breakfast on the first day of the conference, why many SMSF members are not receiving advice, and how to get more advice to these members.

There's a lot of talk about buying property through a Self-Managed Super Fund at the moment, but the difference between a smart strategy and an expensive mistake is knowing the rules and the real numbers. Today we cover what lending actually looks like, what it costs to set up and run, and the compliance traps that catch people out. On this episode, we discuss: (00:00) Intro (00:24) Why Everyone Is Talking About Self-Managed Super Funds (01:37) The Rise Of Property Investment In SMSF's (05:14) Can You Renovate Property In A Self-Managed Super Fund? (06:08) How Much Deposit Do You Need To Buy Property With Self-Managed Super Fund? (09:44) How Business Owners Can Buy Commercial Property With A SMSF (12:30) Paying Zero Capital Gains Tax On Property In Retirement (14:24) How Much Does It Cost To Set Up A Self-Managed Super Fund (17:05) The Risk Of Losing Insurance When Switching Super Funds (20:28) Why You Cannot Develop Or Live In Self-Managed Super Fund Property (24:58) Annual Accounting And Audit Fees For A Self-Managed Super Fund Check out the free resources from Inovayt here. Send us an email: hello@thenumbersgamepodcast.com.au The Numbers Game is brought to you by Future Advisory & Inovayt. Hosts:Nick ReillyJason Robinson This podcast is produced by VIDPOD. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

At just 23 years old, Elvis Smylie is already making serious noise in world golf. Fresh off a breakthrough win and a multi-million dollar payday, Australia’s most exciting young golf prospect sits down to unpack the mindset behind his rapid rise. Elvis opens up about the independence required in golf, the pressure of performing on global stages, and why ownership of your career matters more than talent alone. We also dive into:• The psychology of elite performance• The role of his team and caddy• Joining LIV Golf and embracing team dynamics• Managing money, expectations and pressure at 23• The business side of professional golf• His goals for the 2026 majors Join my exclusive Mentored+ community: https://mentored.com.au/become-a-member/ Claim $500 Bitcoin with OKX SMSF. SMSF trustees: Successfully sign-up your SMSF and getverified for an OKX SMSF trading account. Deposit $5 and receive $500 worth of Bitcoin. Eligibilityrequirements and T&Cs apply. Book a 1-1 call with the OKX SMSF team today for guidance. Offer ends 31 March 2026. Join the Facebook Group. See omnystudio.com/listener for privacy information.

In this episode of Broker Daily Uncut, host Alex Whitlock is joined by Eva Loisance and Costa Arvanitopoulos to unpack the strong start to the year across Australia's property markets, with auction clearance rates across the capital cities reflecting sustained buyer urgency despite tighter borrowing conditions. While supply remains constrained and investor activity is accelerating, the discussion turns to the practical impact of reduced borrowing capacity, with brokers noting that clients on the same income today can access less than they could two to three years ago. The trio explore how that shift is influencing structuring decisions, lender selection, and turnaround priorities, particularly as some lenders deliver rapid approvals, while others lag in service and communication. The episode also examines ASIC's tightening expectations around best interests duty, with brokers facing more detailed compliance reviews and increasing requirements to clearly justify product selection, especially where a chosen loan is not the cheapest available option. Rounding out the discussion is the growing use of AI tools in mortgage broking, from policy search and complex scenario analysis to SMSF servicing calculations, and whether automation enhances broker efficiency without displacing the human judgement central to complex lending advice.

Chris Kohler is a 35 year old Australian financial journalist, author, and content creator, currently serving as Finance Editor across the 9News network. As one of the most recognisable faces in Australian business reporting, he is known for making complex economic issues clear and accessible to everyday Australians. Purchase Chris's book here: https://www.penguin.com.au/books/how-they-get-you-9781761356414 In this episode, we cover: • His journey into journalism and rise within financial media • Building a strong social media presence and developing a well known alter ego• Breaking down interest rates and Reserve Bank decisions for the public• Behind the scenes insights from RBA press conferences • Leadership pressures facing central bank governors • Public trust in institutions and media accountability• Themes from his book and broader social commentary• Consumer behaviour, subscriptions, and loyalty programs • Productivity trends and economic pressures • The evolving media landscape and digital integration • Communicating complex narratives to a broad audience • Ethical responsibility in modern journalism Join my exclusive Mentored+ community: https://mentored.com.au/become-a-member/ Claim $500 Bitcoin with OKX SMSF. SMSF trustees: Successfully sign-up your SMSF and getverified for an OKX SMSF trading account. Deposit $5 and receive $500 worth of Bitcoin. Eligibilityrequirements and T&Cs apply. Book a 1-1 call with the OKX SMSF team today for guidance. Offer ends 31 March 2026. Join the Facebook Group. See omnystudio.com/listener for privacy information.

Noah Hunter Dorsey is the founder of Future Fulfilment and a 29 year old entrepreneur selected in the Forbes 30 Under 30 list in 2025, working with major brands including Vegemite, the AFL, and many more. This is a playbook for building multi-million dollar companies before 30. We cover the move from university to entrepreneurship, backing yourself through fear, and why communication and sales are non negotiable skills. Noah breaks down how he learned by doing, identified high income skills, and prioritised execution over theory. We also talk leadership, culture, and scale. How to build strong teams, stay connected as the business grows, and deal with setbacks without losing momentum. You can subscribe to the Mentored newsletter here: https://mentored.com.au/newsletter-sign-up Join the Facebook Group. Follow Mark Bouris on Instagram, LinkedIn & YouTube Claim $500 Bitcoin with OKX SMSF. SMSF trustees: Successfully sign-up your SMSF and getverified for an OKX SMSF trading account. Deposit $5 and receive $500 worth of Bitcoin. Eligibilityrequirements and T&Cs apply. Book a 1-1 call with the OKX SMSF team today for guidance. Offer ends 31 March 2026.See omnystudio.com/listener for privacy information.

In the latest episode of The Smart Property Investment Show, host Phil Tarrant is joined by Eva Loisance from Finni Mortgages to discuss the challenges faced by property investors in Australia's current market. Tarrant opens by encouraging listener feedback, emphasising its importance in shaping the show's content. The main discussion then begins, as the duo analyse the recent 25-basis-point rate hike, with Loisance providing insights into mortgage trends and how rising interest rates are affecting investment strategies. The pair note that while the rate increase may not drastically change strategies for most investors, it could be a tipping point for some. The episode also examines tighter lending regulations for high debt-to-income borrowers and stricter oversight of trust-based financing arrangements. Government spending, taxation, and potential changes to capital gains discounts were highlighted as factors that could influence property prices and investor decisions. Loisance discusses AMP Bank's cautious return to self-managed super fund (SMSF) lending, providing targeted opportunities for select investors. The show concludes with practical advice on strategic portfolio construction, optimising cash flow, and securing better financing in a challenging market. 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.

Whether you are with a big super fund - or run your own SMSF - the outstanding risk for your long-term return is whether your portfolio is appropriate for your age? The chances are that you are being too conservative because you are going to live a lot longer than you realise. Anna Shelley, chief investment officer at AMP joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Are you taking enough risk? The end of traditional age-based rules for investors A new era of inflation could shrink your spending power Getting to know the 'bucket strategy' See omnystudio.com/listener for privacy information.

In this episode of The Pumped On Property Show, you'll learn: 1. How to buy an investment property with your Super. 2. How to set up an SMSF. 3. The pros and cons of buying an investment property in Super. 4. How owning leveraged property in your Super can help you achieve financial freedom sooner. Thinking about buying an investment property in Australia in the next 3 to 12 months?  Then book your free strategy session here: https://www.pumpedonproperty.com/free-strategy-session  What can you expect from your free strategy session? In your strategy session, we will discuss: 1. Where you are right now 2. Where you want to be long-term 3. What's been holding you back from achieving your property investment goals until now 4. Your next action steps      You'll walk away from the call with a clear plan in place and the confidence you need to invest in your next property. DISCLAIMER The viewer acknowledges and agrees that:  (a) Pumped on Property (POP) is not a licensed financial services adviser, accountant, solicitor, builder, engineer, architect, town planner or property manager;  (b) POP is a licensed real estate agent who conducts business as a 'buyer's agent.  (c) POP conveys the information provided on this channel as general information only and is not tailored to the listener's particular financial circumstances or expectations;  (d) The information provided on this channel cannot be relied upon by the listener as providing any advice upon which the viewer might rely in making any decision concerning their financial circumstances or the sale or purchase of any real property;  (e) The use to which the listener may make of the information provided on this video channel is subject to the listener seeking independent professional advice from legal, financial, taxation and accounting advisers before making any decision affecting their financial circumstances or the sale or purchase of any real property;  (f) The information provided in this channel, given that it is general in nature, is not suitable or applicable to the listener's individual circumstances, needs, objectives or expectations;  (g) In providing the information on this channel, POP has made no representation, provided no advice, and given no warranty or promise as to the suitability, or otherwise, of any investment in any real property; (h) POP is unable to predict the short or long-term future of the global Australian financial market or the property markets and acknowledges that prices may rise, fall, or be stagnant for long periods of time, and that POP has no control over the market or any returns to any investor in the market; (i) POP has made no representation, promise or warranty as to the competence of any third-party service providers referred to on this channel. I acknowledge that I have read and understood the disclaimer with respect to POP's services set out above before accessing this channel.

In this episode, we discussed whats coming up in the new year – latest legislation updates, cap indexation Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist The post SMSF NS135: Whats coming up in the new year first appeared on Business Concepts Group.

In this episode of The Property Nerds podcast, the co-hosts – Arjun Paliwal and Adrian Lee from InvestorKit and Jack Fouracre from Fouracre Financial – discuss rental yields, borrowing capacity, and smarter investment strategies. The conversation opens by focusing on how investors often overemphasise rental yield, risking tunnel vision and missing high-growth opportunities. The hosts explain that chasing slightly higher yields may only marginally increase borrowing capacity while limiting market options and extending the property search timeframe. They emphasise that capital growth should take priority, particularly in the early stages of building a property portfolio, even if it means accepting short-term negative cash flow. The podcast also highlights the psychological factors influencing investors, including habits formed during low-interest periods and the need to adjust mindsets for today's market. Self-managed super funds (SMSFs) are explored as an investment vehicle, with more lenders offering competitive products and higher loan-to-value ratios, presenting diversification opportunities. The trio stresses the importance of a holistic approach, combining strategic planning, income growth, and professional advice to achieve long-term investment goals.

Anthony Mundine is one of the most talked about and polarising figures in Australian sporting history. Known as The Man or Choc, Mundine’s career spans elite rugby league, world title boxing, music and outspoken views on politics, health, and culture. Few athletes have crossed as many boundaries or challenged as many institutions while staying true to themselves. In this conversation, Mundine reflects on growing up in a famous fighting family, the pressure that came with legacy, the mindset that carried him across two professional sports, and the battles that shaped him outside the ring. He opens up about faith, controversy, music and public backlash. Love him or hate him, Anthony Mundine has never played it safe. He speaks with honesty, conviction, and total self belief. Join my exclusive Mentored+ community: https://mentored.com.au/become-a-member/ Claim $500 Bitcoin with OKX SMSF. SMSF trustees: Successfully sign-up your SMSF and getverified for an OKX SMSF trading account. Deposit $5 and receive $500 worth of Bitcoin. Eligibilityrequirements and T&Cs apply. Book a 1-1 call with the OKX SMSF team today for guidance. Offer ends 31 March 2026. Join the Facebook Group. Follow Mark Bouris on Instagram, LinkedIn & YouTube.See omnystudio.com/listener for privacy information.

There has already been a flurry of activity within the SMSF sector in the first month of the year and keeping on top of all the upcoming changes is set to be a challenge. On this episode of the SMSF Adviser podcast hosts Keith Ford and Aaron Dunn look at the key themes shaping the SMSF advice industry from the new draft of the Division 296 legislation, to contribution cap changes, the impact of inflation on superannuation and how the latest RBA rate hike will impact superannuation. Listen as they discuss: Impact of Division 296 and contribution cap changes. Inflation and transfer balance cap adjustments. The need for SMSF practitioners to be on top of the reporting of the self-managed fund. Superannuation and the victims of crime bill. The RBA rate decision and future legislative changes.

Glen James and John Pidgeon explain what it's like setting up a self managed super fund (SMSF), the costs, the details and how it all works.This audio is from a clip on the money money money YouTube channel: https://youtu.be/RGFvMzyO1psmoney money money is proudly brought to you by Sphere Home Loans. No matter where you are in Australia, their team is ready to assist with your mortgage needs—whether you're purchasing a home, investing in property, or looking to refinance.Sphere Home Loans: https://www.spherehomeloans.com.au/Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aiWe 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/Need a system to manage your money? Check out the free Glen James Spending Plan here: https://education.moneypodcast.com.au/courses/the-glen-james-spending-planThis video is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement and obtain appropriate financial advice tailored to your needs. We may discuss products, services and answer listener questions on this video for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment video as we do not know the details of your personal financial situation. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies that may be communicated in this video. SYMO interactive Pty Ltd, the publisher of the video, is an authorised representative of MoneySherpa Pty Ltd (as is Glen James) which holds financial services licence 451289. Please read our Financial Services Guide located at moneypodcast.com.au. This video is intended for residents of Australia.Intro theme:"Coal" by HartleyLicensed via Shutterstock Music – royalty-free, commercial use permitted.Community Segment Theme:"Tuscan" by Geoffrey JerrellLicensed via Shutterstock Music – royalty-free, commercial use permitted.Midroll Advice Segment:"Sunset Paradise Pop" by Lesion XLicensed via Pixabay Music – royalty-free for commercial use.Outro Music:"Photograph" by nomaBeatsLicensed via Pixabay Music – royalty-free for commercial use.No copyright infringement intended. All music used under appropriate commercial licences. Hosted on Acast. See acast.com/privacy for more information.

In this latest episode of Broker Daily Uncut, host Alex Whitlock is joined by Finni brokers Eva Loisance and Costa Arvanitopoulos to unpack what's really happening on the ground as chatter of a rate rise grows. The conversation covers expectations around the first RBA decision for 2026, sharp increases in fixed rates across the major banks, and why strong buyer and investor demand is persisting despite higher borrowing costs. The trio also explore ongoing housing supply shortages, rising prices across multiple capital cities, and what this means for first home buyers, investors, and renters. The episode dives into key lending developments, including AMP's return to SMSF lending, growing reliance on non-bank lenders, and new APRA debt-to-income guidance – what it means in practice and why it may not be the immediate constraint many borrowers fear.

Just in time for the UFC in Sydney, one of the most iconic fighter managers, Tim Simpson, joins us for a deep dive into the business of the fight game. We get into how Tim became one of the most prominent managers in the sport, what it really takes to be smart in this game, the new broadcast deal, what fighters actually go through, some wild behind-the-scenes stories, the White House card, and much more. Join my exclusive Mentored+ community: https://mentored.com.au/become-a-member/ Claim $500 Bitcoin with OKX SMSF. SMSF trustees: Successfully sign-up your SMSF and getverified for an OKX SMSF trading account. Deposit $5 and receive $500 worth of Bitcoin. Eligibilityrequirements and T&Cs apply. Book a 1-1 call with the OKX SMSF team today for guidance. Offer ends 31 March 2026. Join the Facebook Group. Follow Mark Bouris on Instagram, LinkedIn & YouTube.See omnystudio.com/listener for privacy information.

In this episode of The Money Mentor Podcast, Richie sits down with Brendan & Chantal to unpack a journey that proves you don't need to start “perfect” to completely change your financial future. Before Infinity, Brendan & Chantal were living pay to pay with a $200k home loan, HECS debt, novated leases, minimal savings, and no real structure, to the point they even joined Infinity using a credit card. Despite earning well, they were struggling to get ahead and felt stuck in the cycle. Since joining Infinity in September 2023, their transformation has been incredible. They've closed and cut up credit cards, paid down their home loan to just $42k while building significant redraw, reduced their FFF from $800 to $600, paid off novated leases and student loans, built a growing investment portfolio (including SMSF), and are now pre-qualified for their fourth investment property. This episode is a powerful reminder that structure, community, and accountability change everything.

Send a message directly to Lee ( Include your details )We share practical ways to keep more of what you earn by choosing the right structure, building cash flow discipline, and planning for profit first. Accountant Mai Harris also maps a clear path into property, super, and teaching money skills to the next generation.• choosing PAYG, sole trader, or company for commission income• setting a base wage and pre-allocating tax, GST, super, and marketing• understanding gross margin, break-even, and monthly reviews• avoiding tax shocks with reserves and automation• funding assets with profit, not hope• when property makes sense and how to avoid cash bleed• using super and SMSF to build retirement income• defining financial success as freedom of choice• a plan to teach budgeting and tax basics in schoolsHosted by Lee Woodward Training Systems Brought to you by The Complete Salesperson Course & Super Coaching Program

Chris Katelaris, known online as Big Chocky, brings a perspective you don’t hear often.Adopted from Colombia at just two months old by a Greek-Cypriot Australian family, Chris has a deep love for Australia and grew up navigating questions of identity, belonging, and purpose. That lived experience now sits at the centre of why his content is striking a nerve with so many Australians.In this conversation, we cover:- Growing up adopted and the search for identity- Personal setbacks and the moments that changed his trajectory- Australia’s deeper problems and why he reckons we’re falling short as a society- The role of faith and belief in shaping his values- Building discipline and mental resilience- Gaining influence through social media and what comes with it- Handling controversy, criticism, and public scrutiny- Responsibility, leadership, and personal accountability Join my exclusive Mentored+ community: https://mentored.com.au/become-a-member/ Claim $500 Bitcoin with OKX SMSF. SMSF trustees: Successfully sign-up your SMSF and getverified for an OKX SMSF trading account. Deposit $5 and receive $500 worth of Bitcoin. Eligibilityrequirements and T&Cs apply. Book a 1-1 call with the OKX SMSF team today for guidance. Offer ends 31 March 2026. Join the Facebook Group. Follow Mark Bouris on Instagram, LinkedIn & YouTube.See omnystudio.com/listener for privacy information.

We’re currently revamping The Mentor podcast with a new studio and a new structure to bring you even better conversations. In the meantime, check out my podcast with one of the top podcast voices of 2025, Dan Bova. Dan Bova, co-founder of The Yard Gym, leads a franchise network of over 50 locations in Australia, with ambitious plans to expand to 200 sites worldwide by 2025. In our conversation, we explored Dan’s journey and early life, his move into gym franchising, the founding of The Yard, and what sets it apart. We also delved into its innovative business model and curriculum, the intricacies of franchising, his strategies for growth, and his bold vision for the future of The Yard. You can subscribe to the Mentored newsletter here: https://mentored.com.au/newsletter-sign-up Join the Facebook Group. Follow Mark Bouris on Instagram, LinkedIn & YouTube Claim $500 Bitcoin with OKX SMSF. SMSF trustees: Successfully sign-up your SMSF and getverified for an OKX SMSF trading account. Deposit $5 and receive $500 worth of Bitcoin. Eligibilityrequirements and T&Cs apply. Book a 1-1 call with the OKX SMSF team today for guidance. Offer ends 31 March 2026.See omnystudio.com/listener for privacy information.

– Shouldn’t we ask more questions at company AGMs? – How do I put Bitcoin into an SMSF? – What do I do with a lump sum before I buy? – Should I sell my AFIC shares?See omnystudio.com/listener for privacy information.

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth continue their back-to-basics summer miniseries by tackling one of the most important decisions in retirement planning: which type of super fund is right for you? While the super rules are the same for everyone, the differences between industry funds, SMSFs, platforms, and corporate funds can have a huge impact on your retirement outcome. Drew and James break down what really matters when comparing options: control over investments, transparency of holdings, fee structures, flexibility in strategies, and the ability to tailor your approach. They also demystify the fee structures you'll encounter - from trustee and member fees to administration costs, investment fees (MER and ICR), and transaction costs. Understanding these differences is crucial whether you're starting out or considering a switch in your pre-retirement years. If you like this Australian Retirement Podcast episode on super fund options, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: - The four main types of super funds: Industry, SMSF, Platform, and Corporate - Super rules are the same - so what really differs between funds? - Control: How much say do you have over your investments? - Transparency: Can you actually see what you own? - Fee structures compared across different fund types - Flexibility and the ability to tailor strategies to your situation - Understanding the commoditization of super - Breaking down ALL the fees: Trustee/member, admin/platform, investment fees (MER/ICR), and transaction costs Resources for this episode - ASIC's MoneySmart Super Fund Comparison - ATO Self-Managed Super Funds - Watch our previous episodes on super contributions: [https://youtu.be/xE-Cnq9diQk] and [https://youtu.be/Dr6NcUw5Tvg] Ask a question (select the Retirement podcast): https://bit.ly/R-quest Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Nathan sits down with Sumit from Zinger Finance to answer burning community questions about property investment and finance. From low serviceability solutions to acquiring multiple properties, bad credit options to first home buyer strategies with just $20K! This episode covers real-world tactics and client success stories, an episode full of the answers you're looking for!   00:00 - Introduction 01:17 - Question 1: How to invest with equity but low serviceability 05:02 - Success story: NDIS worker with 16 properties 08:12 - Question 2: Achieving 20 properties with the same personal income 11:55 - Question 3: Do you need steady income or can rent cover everything? 13:09 - Question 4: Getting loans with a poorer credit score 18:00 - Question 5: Buying in Sydney with only $20K deposit 22:32 - Question 6: SMSF investing with $100K 25:28 - Question 7: Getting 9 pre-approvals in 12 months 28:33 - Real example: $120K to 10 properties in one year 30:25 - Importance of having the right team and community 31:04 - How you can kickstart your journey   Make your move on your property journey today: https://binvested.com.au/make-your-move-now/ What are your thoughts on this video? Share them below and show us some love if you found this video useful.

Ross Coulthart is one of Australia’s most prominent investigative journalists, known most recently for his fearless reporting on unexplained aerial phenomena (UAPs) or UFOs. He joins the podcast to discuss his career uncovering hard truths, the role of curiosity in journalism, declining trust in governments and media, and his deep investigations into UAPs, military encounters with unidentified objects, government secrecy, non-human intelligence, consciousness, and the growing intersection between science, spirituality, and ancient civilisations. Join my exclusive Mentored+ community: https://mentored.com.au/become-a-member/ Claim $500 Bitcoin with OKX SMSF. SMSF trustees: Successfully sign-up your SMSF and getverified for an OKX SMSF trading account. Deposit $5 and receive $500 worth of Bitcoin. Eligibilityrequirements and T&Cs apply. Book a 1-1 call with the OKX SMSF team today for guidance. Offer ends 31 March 2026. Join the Facebook Group. Follow Mark Bouris on Instagram, LinkedIn & YouTube.See omnystudio.com/listener for privacy information.

In this Australian Property Podcast, your hosts Pete Wargent from Allen Wargent Property Buyers and Chris Bates from Alcove group mortgage specialists discuss one of the biggest questions facing investors. That is, whether to buy property or shares in 2026?  Risks for property - Debt and leverage - Interest rates - Asset selection - Market downturns Should I buy property or shares then? Or a combination of both? - Shares win on liquidity - Personal preferences? - Property is not completely passive due to repairs and managing tenants (shares may not be totally passive either) - Tax deductible vs non-tax deductible debt - Why not invest in both? - Pete's 2026 plans – renovating PPOR $500k, also using equity to buy a property but using offset account (I also have my SMSF so buying shares in there) - Chris' 2026 plans - consolidation  Resources for this episode Ask a question (select the Property podcast) Rask Resources Pete's Buyers Agency Alcove mortgage broking Amy Lunardi Buyers Agency (Melbourne) All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

An alarming 6,200 NSW businesses went insolvent in 2025.My latest guest on The Mentor was one of the business owners who had to shut down his business in 2025. In this episode, Dean reflects on the journey of building Living Timber Co from $26 and a garage into a business delivering national projects, before the difficult decision to place the company into liquidation. We explore what happens when passion meets rapid growth, rising interest rates and the quiet pressure many founders carry to do everything themselves. Dean speaks candidly about burnout, the warning signs he overlooked, and why he now views the experience as a failure without regrets, not something to be ashamed of, but something to learn from and move on from. You can subscribe to the Mentored newsletter here: https://mentored.com.au/newsletter-sign-up Join the Facebook Group. Follow Mark Bouris on Instagram, LinkedIn & YouTube Claim $500 Bitcoin with OKX SMSF. SMSF trustees: Successfully sign-up your SMSF and getverified for an OKX SMSF trading account. Deposit $5 and receive $500 worth of Bitcoin. Eligibilityrequirements and T&Cs apply. Book a 1-1 call with the OKX SMSF team today for guidance. Offer ends 31 March 2026.See omnystudio.com/listener for privacy information.

In this inspiring episode of The Money Mentor Podcast, Chantal sits down with Tineka & Wayne to explore their remarkable transformation from living with scattered accounts, debt, and no financial plan to building a structured, investment driven future with Infinity. Before joining in July 2023, they were juggling a $255k home loan, $8k in credit card debt, just $2k in savings, and no investments. Despite having a solid super balance, they lacked direction, structure, and the confidence to take the next step. Their finances were split across multiple accounts with no clear roadmap for the years ahead. After joining Infinity, everything changed. With a clear strategy and ongoing support, they refined their money habits, established a workable budget, and began their investing journey. Today, their home loan has dropped to $89k, their home value has grown to over $945,000, and they now own five investment properties, including two inside SMSF, bringing their total portfolio value to approximately $2.719 million. Their FFF, which started at $550, now sits comfortably at $450, giving them stability while still enjoying their everyday life.They wrap up with honest and thoughtful advice for anyone considering joining Infinity: trust the process, learn the strategy, and take action, because the results speak for themselves.

Property investing has rarely looked more seductive—or more dangerous. In this episode, Veronica and Chris unpack the growing gap between how property portfolios are being sold and how risk is quietly stacking up beneath the surface. As regulators tighten lending rules and banks pull back, the question isn't whether the rules are changing—it's whether investors are paying attention.The conversation dives deep into aggressive lending practices now under scrutiny: trust lending, SMSF borrowing, equity extraction, and the promise of “instant equity” through optimistic bank valuations. Veronica and Chris challenge the idea that buying multiple properties fast is a strategy, exposing how many portfolios are built on valuation certificates rather than fundamentals—and what happens when interest rates rise, rents soften, or lending conditions tighten.They also examine the uncomfortable incentives driving this behaviour: buyer's agents rewarded for volume, brokers pushed to maximise borrowing capacity, and everyday Australians—often in their late 40s and 50s—being sold complex structures they don't fully understand. From regional markets distorted by borderless buying to SMSFs loaded with illiquid property, the risks are not theoretical—they're already unfolding.This episode is a warning shot. If your strategy relies on constant refinancing, rising valuations, or ever-looser lending, this conversation will force you to rethink it. Because when the cycle turns, the consequences won't be shared evenly—and paper equity won't save you.Episode Highlights00:00 — Introduction to Property Investing Risks01:11 — Regulatory Crackdown on Risky Lending01:46 — The Role of Buyer's Agents and Brokers03:19 — Trust Lending and Self-Managed Super Funds12:19 — Instant Equity and Market Manipulation18:40 — The Pitfalls of Following Bad Advice24:28 — Questionable Advice from Buyer's Agents25:32 — Judging Awards and Industry Practices26:16 — Vulnerable Investors and Risky Promises27:13 — APRA's Role and Investor Lending Trends29:31 — Superannuation and Property Investments35:32 — Private Lending and Market Risks42:53 — Cross Collateralization and Loan Structuring48:54 — Conclusion and Final WarningsAbout the HostChris Bates is a mortgage broker and co-founder of Alcove, working with clients across Australia to help them navigate complex property and lending decisions. Known for his data-driven approach, Chris specialises in long-term strategy, lending structures, and helping buyers avoid costly financial mistakes.Veronica Morgan is a buyer's agent and property strategist with nearly two decades of experience advising owner-occupiers and investors. With a background in research, data analysis, and on-the-ground buying, Veronica is widely respected for cutting through market noise and focusing on fundamentals, risk, and long-term outcomes.Together, they bring a practical, evidence-based lens to Australia's property market — challenging assumptions and unpacking what actually matters.ResourcesVisit our website: https://www.theelephantintheroom.com.auIf you have any questions or would like to be featured on our show, contact us at:The Elephant in the Room Property Podcast - questions@theelephantintheroom.com.auLooking for a Sydney Buyers

In a special summer episode of The Smart Property Investment Show, Phil Tarrant is joined by Eva Loisance, principal at Finni Mortgages, to reflect on the property deals that made a difference in 2025. The episode highlights the pivotal role mortgage brokers play in guiding Australians through complex investment finance decisions. Loisance shares real-world examples, including refinancing a neighbour's high-interest loan to save over $2,500 per month and dramatically reduce the mortgage term. Another case explores a client leveraging equity and strategic refinancing to grow a substantial property portfolio. The discussion also covers innovative strategies such as family pledges, which enable younger investors to enter the market without large deposits. Tarrant and Loisance emphasise the importance of ethical practices and informed decision-making in the broking industry. The conversation touches on challenges faced by self-employed investors and self-managed super fund (SMSF) users, underscoring the need for professional guidance. 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.

​​Nick Cogger is the CEO and co-founder of Better Beer, one of Australia’s fastest-growing beer brands. With a background spanning venues, alcohol, and drinks innovation, Nick’s journey has been anything but overnight. In this episode, Nick breaks down how a chance Instagram scroll led him to The Inspired Unemployed, why influencer marketing only works when ambition matches audience, and how a “reverse pitch” sparked the idea of Better Beer. He shares why he focused on creating a product everyone in Australia can enjoy, and how timing, discipline, and strategy are what it takes to take on the big brewers. Follow Better Beer here: https://www.instagram.com/betterbeer You can subscribe to the Mentored newsletter here: https://mentored.com.au/newsletter-sign-up Join the Facebook Group. Follow Mark Bouris on Instagram, LinkedIn & YouTube Claim $500 Bitcoin with OKX SMSF. SMSF trustees: Successfully sign-up your SMSF and getverified for an OKX SMSF trading account. Deposit $5 and receive $500 worth of Bitcoin. Eligibilityrequirements and T&Cs apply. Book a 1-1 call with the OKX SMSF team today for guidance. Offer ends 31 March 2026.See omnystudio.com/listener for privacy information.

In this episode of The Smart Property Investment Show, host Alex Whitlock is joined by Ross Le Quesne and Darsan Keshav to discuss navigating Melbourne's property market through a self-managed super fund (SMSF) and broader investment strategies. Whitlock shares his first SMSF purchase, highlighting Melbourne's potential for long-term capital growth despite recent market stagnation. Le Quesne explains the benefits of SMSFs, including opportunities for leverage and a favourable tax environment, while also noting the regulatory complexities involved. Keshav provides insights into Melbourne's current market, identifying growth pockets in the western and northern suburbs with strong rental yields and undervalued properties. The conversation includes a case study of Whitlock's St Kilda apartment purchase, showcasing strategic bidding, prime location, and careful analysis of comparable sales. The hosts also explore opportunities in other major cities like Brisbane and Sydney's surrounding areas, advising a focus on demographic and economic fundamentals over regional hotspots. Diversification within a property portfolio is emphasised, with a mix of locations and property types mitigating risk and enhancing potential returns. 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 month's Big Picture Podcast, we step back from the headlines and look at what's really going on beneath the surface in our economy, our property markets, and the world of wealth creation Ken Raiss and I discuss a range of topics of importance to property investors .   Lenders are changing their rules. Rates are sending mixed signals. Tax policy is tightening. The ATO is sharpening its pencils. And to top it off, the ABS has released disturbing new data showing that people with disability are far more likely to be victims of fraud.   None of these issues live in a vacuum. Together, they paint a very different picture of the environment in which investors and affluent families are operating today.   Takeaways  ·         The economic landscape for property investors is shifting rapidly. ·         Lending restrictions are becoming more selective, impacting borrowing capacity. ·         Interest rates are unlikely to decrease in the near future. ·         The ATO is tightening regulations around tax deductions for holiday homes. ·         Land tax changes in New South Wales could increase financial burdens on property owners. ·         Investors should view land tax as a cost of doing business, not a deterrent. ·         Vulnerable populations, especially those with disabilities, are at higher risk of financial fraud. ·         Proper estate planning is crucial for protecting assets and ensuring financial security. ·         Using trusts can be beneficial, but they must be set up correctly to avoid complications. ·         Strategic planning is essential for successful property investment.   Chapters    00:00  Key shifts in lending rules, tax changes and new fraud data. 01:38  Lenders restrict trusts and SMSF borrowing as risk tightens. 03:20  Why misguided "trust stacking" advice caused today's clampdown. 08:12  Fixed rates rise early as markets signal no cuts ahead. 12:40  ATO targets holiday-home deductions and tightens compliance. 17:56  NSW freezes land-tax thresholds, increasing investor exposure.   Links and Resources:   Answer this week's trivia question here - https://www.propertytrivia.com.au/ ·        Win a hard copy of What Every Property Investor Needs To Know About Finance, Tax And The Law. ·        Everyone wins a copy of a fully updated property report – What's ahead for property for 2026 and beyond.   Michael Yardney   Get the team at Metropole Wealth Advisory to create a Strategic Wealth plan for your needs. Click here and have a chat with us     Ken Raiss, Director of Metropole Wealth Advisory     Join Ken Raiss and Michael Yardney, plus a team of experts, at Wealth Retreat 2026 on the Gold Coast in May. Find out more about it here and register your interest www.wealthretreat.com.au It's Australia's premier event for successful investors and business people.   Get a bundle of eBooks and Reports at: www.PodcastBonus.com.au    Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future. 

At 28, Ari Kaklamanis has already reshaped how Australians consume real estate. He founded Million Dollar Listing Sydney (MDLS) at 17, building the country’s first social-media-driven real estate platform. What began as a small Instagram page is now Sydney’s most-viewed property portal, pulling in more than 21 million views a month. In this episode, Ari breaks down how he spotted the gap, built a global audience, and turned MDLS into a powerhouse that changed the way people buy, sell, and talk about property online. A sharp look at the mindset and strategy behind a founder who rewrote the rules of real estate marketing. Follow Million Dollar Listings Sydney here: https://www.instagram.com/milliondollarlistingsydney/ You can subscribe to the Mentored newsletter here: https://mentored.com.au/newsletter-sign-up Join the Facebook Group. Follow Mark Bouris on Instagram, LinkedIn & YouTube Claim $500 Bitcoin with OKX SMSF. SMSF trustees: Successfully sign-up your SMSF and getverified for an OKX SMSF trading account. Deposit $5 and receive $500 worth of Bitcoin. Eligibilityrequirements and T&Cs apply. Book a 1-1 call with the OKX SMSF team today for guidance. Offer ends 31 March 2026.See omnystudio.com/listener for privacy information.

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 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

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.

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.

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.

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 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.

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.

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.