Podcast: Wealth Coffee Chats

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…

This week, we’re diving into something that doesn’t get talked about enough in property investing: what to do when you’re excited to invest… but you’re just not ready yet. Maybe your borrowing power isn’t strong enough. Maybe your deposit needs more time. Maybe lending criteria has shifted. Maybe life is changing — new job, growing…

Welcome to this week’s Friday Wealth Coffee Chats with Sarah Shome from the lending and finance team. While most borrowers are focused on the recent 0.25% rate rise from the Reserve Bank of Australia, there’s another major shift happening behind the scenes — and it could have an even bigger impact on your borrowing power….

Welcome to this Thursday Financial Planning session, where we break down one of the most important times in the investing calendar — ASX reporting season. With February marking half-year results (and August covering full-year results), listed companies provide updates on earnings, dividends, business performance, and forward guidance. These updates can significantly impact share prices —…

In this week’s Property Management edition of Wealth Coffee Chats, Kat is back with a market update every landlord should be paying attention to. The big message? Rents are still rising in 2026 — and vacancy rates remain critically tight. Drawing on recent data and commentary from property economist Dr Andrew Wilson, this episode unpacks…

On this Monday education session of Wealth Coffee Chats, we tackle one of the biggest fears in property investing: “What if I lose my home?” For many homeowners, the idea of using equity to invest feels risky. More debt. More interest. Longer loan terms. Rising rates. It can feel like you’re moving backwards instead of…

Interest-only or principal and interest — which one should you choose, and when does it actually make sense? In this episode of Wealth Coffee Chats, we unpack the real strategy behind structuring your home and investment loans. While principal and interest is typically the smart move for your owner-occupied home (especially to reduce non-deductible debt…

On this episode of Wealth Coffee Chats, we break down Division 296 – the proposed superannuation tax reform that could significantly impact high-balance super funds from 1 July 2026. While a $3 million super balance may sound like a distant milestone, long-term growth, inflation, property gains, and inheritances could push more Australians into this bracket…

In this Tax Tuesday episode of Wealth Coffee Chats, we unpack one of the most significant-and least talked about-regulatory changes Australia has seen in over 20 years. The AML/CTF Tranche Two reforms are here, and they will fundamentally change how property investors, business owners, and high-net-worth individuals interact with their professional teams. From real estate…

In this Monday edition of Wealth Coffee Chats, we dive into one of the most overlooked-but most powerful-tools in property investing: education. Fresh off a Brisbane town planning bus tour with Sam Saggers, this episode explores why even seasoned investors keep coming back to learn more, and how staying educated builds confidence in an ever-changing…