🎧 Episode Synopsis In this value-packed episode of Finance This Property That, host Dion sits down with Morgan Wilson from Creditte to unpack the often-missed synergy between brokers and accountants. They dive deep into how aligned tax advice and lending strategy can make or break a property portfolio — especially for self-employed investors. From real-world client stories to costly mistakes around trust structures, SMSFs, and low-doc lending, this episode is a masterclass in getting your tea...
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🎧 Episode Synopsis In this value-packed episode of Finance This Property That, host Dion sits down with Morgan Wilson from Creditte to unpack the often-missed synergy between brokers and accountants. They dive deep into how aligned tax advice and lending strategy can make or break a property portfolio — especially for self-employed investors. From real-world client stories to costly mistakes around trust structures, SMSFs, and low-doc lending, this episode is a masterclass in getting your tea...
Episode 63: Structuring Rooming House Finance for Maximum Equity
Finance This, Property That
12 minutes
2 months ago
Episode 63: Structuring Rooming House Finance for Maximum Equity
In this solo episode of Finance This Property That, mortgage planner and finance strategist Dion Fernandes dives deep into the world of rooming house lending — one of the most misunderstood and specialised asset classes in property investing. Dion unpacks why having the right debt strategy, lending partner, and timing is crucial for success in this space. He shares the hard truths about LVR caps, lender pull-outs, and the deposit requirements that could make or break your project. Plus, he wa...
Finance This, Property That
🎧 Episode Synopsis In this value-packed episode of Finance This Property That, host Dion sits down with Morgan Wilson from Creditte to unpack the often-missed synergy between brokers and accountants. They dive deep into how aligned tax advice and lending strategy can make or break a property portfolio — especially for self-employed investors. From real-world client stories to costly mistakes around trust structures, SMSFs, and low-doc lending, this episode is a masterclass in getting your tea...
