Listen to Wealth Coffee Chats Podcast Now
In today’s Wealth Coffee Chat, tax financial advisor Anthony Wolfenden dives into tax-efficient strategies for Australian property investors. Learn how different entities—individuals, companies, trusts, and superannuation—affect your tax obligations and how choosing the right structure can save you thousands. Discover the two tax-free vehicles every investor should consider, and get expert tips on navigating negative gearing and income distribution. Plus, don’t miss the exciting details about the upcoming Property Summit on the Gold Coast this June! Let’s Wealth Coffee Chat!
🎥Chapters:
00:00 – Intro
03:00 – Introduction to Tax Tuesday with Anthony Wolfenden
03:45 – Property Summit Announcement: June 13-15 on the Gold Coast
05:57 – Understanding Tax Rates for Individuals in Australia
07:32 – Using Companies for Investment: Pros and Cons
09:10 – Trust Structures: Distribution Rules & Common Mistakes
11:50 – Why Superannuation is a Tax-Effective Investment Vehicle
13:40 – The Only Two Tax-Free Vehicles in Australia
Discover the latest and most effective investing strategies in Australia by joining our upcoming FREE Webinar! ➡️ https://positivere.events/learn-to-invest
Your 2026 Wealth Plan Starts Now: Build It with the Six-Star Team
Kick off FY2026 the right way. In this Wealth Coffee Chat, Alex lays out why the start of a new financial year is the perfect time to set clear investment goals, review your portfolio, and engage your Six-Star Team. From tax planning to loan strategy and property performance, this episode is all about getting organised early to stay ahead. Don’t drift—plan and take action now.
Why Brokers Ask for So Many Docs (And Why It’s a Good Thing)
In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
Lakers, Land & Leaving Work Early: Big Money Lessons Before EOFY
In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
7 Questions Smart Investors Ask Property Managers
In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
Car Tax Deductions: What the ATO Will—and Won’t—Let You Claim
In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
What’s Smarter For Your Portfolio?
In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
EOFY Super Tips: Maximise Deductions & Get a 50% Return
In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
New Property Management Model: Strategy Over Stress
In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
How to Stay Off the ATO’s Radar: 3 Steps to Avoid Audits
In this episode of Wealth Coffee Chat, Sam Saggers from Positive Real Estate discusses the current state of the real estate market, focusing on the property cycle, economic indicators, and the dynamics of belief versus value in property investment. Sam walks us through the importance of understanding employment rates, inflation, and supply issues in the housing market, while also exploring future trends and potential price increases in real estate. How much do you know about the property cycle? Let’s Wealth Coffee Chat!
Equities Outlook 2025: Why Global Diversification Matters Now More Than Ever
In this Finance Friday from the Property Summit 2025, we unpack global equity trends across the US, Europe, Asia, and Australia. Learn how markets have moved over 2 months, 6 months, and 5 years—and how to use this insight to strengthen your investment strategy.
The $13 Mistake Costing Landlords $25,000 — Are You Hiring the Wrong Property Manager?
Is your property manager really protecting your investment—or just saving you a few dollars? Cass Schost exposes the risks of choosing agents based on fees alone and shares the questions every landlord should ask to avoid costly mistakes and maximise long-term returns.
Div 293 Tax Explained: What Property Investors Need to Know Before EOFY
Anthony Wolfenden breaks down Division 293 tax and how it affects high-income earners—especially investors making super contributions after selling property. Learn why CGT can trigger an extra 15% tax and how to structure your super strategy before June 30.