Wealth Coffee Chats

What is rentvesting?

How a Financial Advisor can help you buy a house

How to Be a Top Landlord: Landlordship, Tenant Profiles, Pro Strategies for Lasting Property Success

In today’s Wealth Coffee Chat, Cass dives deep into what it means to be a great landlord—ditching the “slumlord” mindset and mastering ‘landlordship’. Discover the key differences between ‘have’ and ‘have not’ tenants, why 50% of investors sell too soon, and the practical tips to extend your property’s holding phase for greater wealth. Cass shares insights from Sam Saggers’ “The Australian Property Game” and reveals the critical roles of price, presentation, promotion, and proactive property management in building a resilient, income-producing portfolio. Tune in for actionable strategies to minimise stress, boost returns, and invest with confidence alongside Positive Real Estate’s six star team.

FY26 has started - WHat next?

How to prepare for your next investment?

Get ready for the 2026 financial year

Lease Agreement Pitfalls: Real-Life Case of Missing Terms and Unauthorized Subletting

Tax Changes Are Here: What Investors Must Do in FY26

In this punchy FY26 kickoff episode, Daniel McPherson outlines why investors, business owners, and wealth builders must take action now. With the Labor government’s majority unlocking bold tax reforms—think super tax hikes, trust crackdown, Div 7A changes and more—it's time to re-evaluate your strategies. Learn the three critical tax levers (personal, structural, super) and how to use them to stay compliant, optimise tax outcomes, and build resilient wealth.

Why Brokers Ask for So Many Docs (And Why It’s a Good Thing)

In this Wealth Coffee Chat, we unpack the real reason behind all those documents your broker requests. From boosting your borrowing power to meeting ASIC compliance, Alex from the finance team breaks down how providing more information helps you get the best loan outcome. Whether you're PAYG or self-employed, this episode clarifies how brokers turn paperwork into powerful strategy.

Lakers, Land & Leaving Work Early: Big Money Lessons Before EOFY

In this episode of Wealth Coffee Chats, Alex from Fenton Financial wraps up the 2024–25 financial year with key updates and insights.
He discusses the record-breaking $10 billion sale of the LA Lakers, the U.S. decision to stop making pennies, and the 250% growth of farmland over 20 years.
Looking ahead, Alex explores the superannuation guarantee rise and Division 296 tax changes, plus how to plan for early retirement with financial flexibility in mind.
Tune in for timely strategies to start your 2025–26 financial year on the right foot.

7 Questions Smart Investors Ask Property Managers

Cass Sjostedt the Property Management Group hosted a live discussion on June 25th, focusing on key questions to ask when selecting a property manager. He emphasized the importance of a comprehensive leasing strategy, thorough tenant selection processes, detailed property reporting, effective conflict resolution, proactive maintenance and repair strategies, robust risk management, and understanding the property manager's personal investment goals. Ostend highlighted the high turnover rate of property managers and the need for long-term investment stability, noting that 50% of investors sell after two years. The session aimed to provide guidance for investors to ensure their property is managed effectively and safely.

Car Tax Deductions: What the ATO Will-and Won’t-Let You Claim

Think you can claim your car as a tax deduction? Not so fast. In this Tax Tuesday episode, Daniel McPherson unpacks the most misunderstood and most audited deduction: vehicle expenses. Learn the difference between cents per kilometre and logbook methods, the truth about the “ute myth,” and why the ATO cares about your payload and personal use. Packed with real-life case studies and expert tips, this episode helps you maximise your deductions—without risking an audit.