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  • Contracts, Conflicts and Property Law with Kaveer Soni
    2025/07/03
    In this episode of The Smart Investor Show, Julian is joined by Kaveer Soni, commercial lawyer and founder of Soni Legal. With legal experience spanning South Africa and Australia, Kaveer breaks down how investors can protect themselves in an increasingly complex property market.From risky house-and-land packages and joint ventures with family or friends, to trust structures, asset protection, and commercial property traps—this episode is a legal reality check for every investor.Kaveer shares his personal investment journey, the pros and cons of buying property with others, and the one thing you must do before signing a contract. If you're buying property, especially off-the-plan or with others, this is essential listening. Legal protection isn't just for worst-case scenarios—it's how smart investors plan for success. (00:00) Buyers caught out in shady contracts(01:00) Meet Kaveer Soni: dual-qualified lawyer and investor(02:00) South Africa, the US, and settling in Australia(04:00) How property built the Soni family foundation(06:00) From Johannesburg to Sydney: starting Soni Legal(07:00) The danger of buying property with friends and family(08:30) JV deals: love isn’t always enough(09:00) Legal documents that protect partnerships from breakdown(10:00) Trusts, structures, and asset protection(11:30) Risk profiles: business owners vs PAYG employees(13:00) Why six properties puts you in the 0.2%(14:00) House-and-land packages: contracts you must review(15:30) Developers reselling land and the legal loopholes(16:30) Independent legal advice: the $2,000 mistake that costs $200k(17:30) Social media marketing vs real due diligence(18:30) Why Kaveer uses buyer’s agents for independent guidance(19:00) Commercial property: leases, risks, and red flags(20:30) Final advice: talk to your lawyer before things go wrong About Kaveer:Kaveer Soni is an experienced commercial lawyer with a strong background in insolvency, litigation, and business advisory. Admitted in both South Africa and Australia, he brings over a decade of legal expertise to the table helping businesses navigate growth, manage risk, and resolve complex legal challenges.As the founder of Soni Legal, Kaveer is known for delivering frank, non-judgmental advice and realistic strategies that support his clients’ best interests. His experience spans negotiation, strategic planning, and supporting directors and insolvency practitioners through high-stakes decisions.With active memberships across local and international legal associations, Kaveer’s insights are both globally informed and grounded in practical outcomes.Connect with Kaveer:Visit the website: https://www.soni.legal/Follow Kaveer on LinkedInFollow Soni Legal on LinkedIn Business PageFollow Soni Legal on InstagramFollow Soni Legal on Facebook About Julian:Julian Khursigara is the CEO of Search Party Property, a Sydney-based buyers agency helping busy professionals build sustainable investment portfolios with clarity and confidence. With over two decades in customer experience and loyalty across the Asia-Pacific region, Julian brings a sharp, data-driven lens to property investing. What began as a personal passion quickly became a mission—to close the knowledge gap and empower everyday Australians to invest smarter. In recognition of this impact, Search Party Property was named a Finalist for Buyers Agency of the Year, and Julian a Finalist for Buyers Agent of the Year at the 2025 REB Awards.As host of The Smart Investor Show, Julian draws on his own investing journey and years of strategic insights to demystify property for time-poor professionals. His philosophy is simple: life’s no dress rehearsal, and smart property decisions today create the freedom to choose tomorrow. Through the show, he shares real-world lessons, expert conversations, and proven strategies to help listeners take control of their financial future—one property at a time. Connect with Julian:Visit the website: https://searchpartyproperty.com.au/ Follow Julian on LinkedIn: https://www.linkedin.com/in/buyersagent-sydney-brisbane-melbourne-adelaide-perth/ Follow Julian on Instagram: https://www.instagram.com/juliankhursigara_buyersagent/ Follow Julian on Facebook: https://www.facebook.com/investmentpropertybuyersagent/ Follow Julian on Tiktok: https://www.tiktok.com/@julian_buyersagent Subscribe to Julian Khursigara YouTube Channel: https://www.youtube.com/@juliankhursigara_buyersagent If you’d like a personalised review of your financial situation, help setting clear investment goals, and a data-driven strategy to guide your property journey—including insights into high-growth areas and a roadmap to financial freedom—book a time with Julian here: https://calendly.com/julian_spp/45min DisclaimerThe Smart Investor Show provides general information and commentary about property, finance, and investing. It does not constitute financial, legal, tax, or investment advice tailored to your...
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    22 分
  • How We Really Think About Property with Evan Lucas
    2025/06/25
    In this episode of The Smart Investor Show, Julian sits down with economic futurist, behavioral finance expert, and bestselling author Evan Lucas. From his unexpected career journey to hard truths about rentvesting, regional trends, and the misunderstood "Bank of Mum and Dad," Evan unpacks how emotions drive our money decisions.They dive into affordability, post-COVID shifts, investing mindsets, and why owning 10 properties might not equal financial freedom. It’s a candid, insightful conversation that blends global insight with real, human behavior. Whether you're a seasoned investor or just money-curious, this episode will challenge how you think about wealth.In this episode of The Smart Investor Show, Julian sits down with economic futurist, behavioral finance expert, and bestselling author Evan Lucas. From his unexpected career journey to hard truths about rentvesting, regional trends, and the misunderstood "Bank of Mum and Dad," Evan unpacks how emotions drive our money decisions.They dive into affordability, post-COVID shifts, investing mindsets, and why owning 10 properties might not equal financial freedom. It’s a candid, insightful conversation that blends global insight with real, human behavior. Whether you're a seasoned investor or just money-curious, this episode will challenge how you think about wealth. [01:00] Introducing Evan Lucas: futurist, author, economic mind[04:00] Evan’s early life, med school dreams & pivot to finance[11:30] Creating your own luck and building momentum[13:30] Property as taboo: Why families don’t talk money[15:00] Evan’s first property purchase – a rare fast-track[18:30] Perth, Brisbane, and why infrastructure still misses the mark[21:00] Should we limit negative gearing?[25:00] Cultural approaches to shared wealth vs Aussie individualism[30:00] Escapism, value, and why lifestyle is trumping location[33:00] Rentvesting: smart strategy or future trap?[35:00] Wealth, autonomy & when to sell investments[41:00] Australia’s domestic focus vs global economic shocks[43:00] COVID’s reminder: don’t ignore the outside world About Evan:Evan Lucas is a behavioural finance expert, economic futurist, and keynote speaker with over 15 years of global experience across Australia, the UK, Singapore, and the Netherlands. He is passionate about helping people understand the psychology behind financial decision-making and how our behaviour not just the numbers shapes our financial outcomes. With a background in macro strategy, portfolio modelling, and market analysis, Evan brings a uniquely human lens to the world of finance. As a trusted voice in media, Evan regularly appears on ABC News, The Project, SBS’s Insight, Sky News, and more, breaking down complex financial themes for everyday Australians. He is also the author of Mind Over Money, a book that explores how emotions and habits influence our money choices. Whether he’s on TV or delivering a workshop, Evan’s mission is simple: make the complex simple, so people can make better choices with their money. Through his keynotes and live events, Evan challenges audiences to rethink their relationship with money, tune into their behaviours, and build stronger financial habits. His dynamic speaking style, rooted in real-world data and behavioural insigh,t educates, energises, and empowers people to take action in an ever-changing economic landscape. Connect with Evan:Visit the website: www.evanlucas.com.auFollow Evan on LinkedInFollow Evan on InstagramSubscribe to Evan's YouTube Channel About Julian:Julian Khursigara is the CEO of Search Party Property, a Sydney-based buyers agency helping busy professionals build sustainable investment portfolios with clarity and confidence. With over two decades in customer experience and loyalty across the Asia-Pacific region, Julian brings a sharp, data-driven lens to property investing. What began as a personal passion quickly became a mission—to close the knowledge gap and empower everyday Australians to invest smarter. In recognition of this impact, Search Party Property was named a Finalist for Buyers Agency of the Year, and Julian a Finalist for Buyers Agent of the Year at the 2025 REB Awards.As host of The Smart Investor Show, Julian draws on his own investing journey and years of strategic insights to demystify property for time-poor professionals. His philosophy is simple: life’s no dress rehearsal, and smart property decisions today create the freedom to choose tomorrow. Through the show, he shares real-world lessons, expert conversations, and proven strategies to help listeners take control of their financial future—one property at a time. Connect with Julian:Visit the website: https://searchpartyproperty.com.au/ Follow Julian on LinkedIn: https://www.linkedin.com/in/buyersagent-sydney-brisbane-melbourne-adelaide-perth/ Follow Julian on Instagram: https://www.instagram.com/juliankhursigara_buyersagent/ Follow Julian on Facebook: https://...
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    44 分
  • Go Slow to Go Fast: Why Strategy Matters More Than Products with Frank Lin
    2025/06/19
    [00:00] Why every decision today shapes tomorrow[01:00] Meet Frank Lin: background and philosophy[02:30] Frank’s origin story: immigration, study, and stumbling into finance[06:00] Becoming a Certified Financial Planner and SMSF Specialist[08:00] The “Doctor Strange” mindset: simulating outcomes for clients[10:00] Frank’s view on AI and constant learning in finance[12:00] Strategy over products: what clients really pay for[14:00] Emotions vs logic in financial decisions[17:00] SMSFs: myths, mistakes, and setting them up the right way[22:00] The real minimum balance you need for SMSF property[24:00] Why cash flow is everything (especially in property)[26:00] Insurance: the misunderstood pillar of smart planning[30:00] Industry fund insurance vs advisor insurance – pros and cons[34:00] Succession planning: why it starts earlier than you think[39:00] The financial habits of the truly wealthy[42:00] Why action beats overthinking — and how few actually take it[44:00] Wrap-up: how to get in touch with FrankAbout Frank:Frank Lin is the Director of XIN Wealth and a Certified Financial Planner® with over 12 years of experience helping families achieve financial freedom. With deep expertise in SMSFs, superannuation, insurance, and tax planning, Frank is passionate about delivering strategic, high-quality advice tailored to each client’s needs.As an SMSF Specialist Advisor (SSA®), Frank specialises in growing and protecting wealth through smart planning, investment strategies, and family wealth succession. His success is driven not just by knowledge, but by a genuine dedication to supporting clients with care and clarity.Whether it’s building a long-term financial roadmap or navigating complex financial decisions, Frank’s mission is to empower families with confidence, peace of mind, and a secure financial future. Connect with Frank:Visit the website: https://xin.com.au/wealth/wealthConsultationSubscribe to XIN Wealth Talk on YouTubeFollow Frank on InstagramFollow Frank on LinkedIn About Julian:Julian Khursigara is the CEO of Search Party Property, a Sydney-based buyers agency helping busy professionals build sustainable investment portfolios with clarity and confidence. With over two decades in customer experience and loyalty across the Asia-Pacific region, Julian brings a sharp, data-driven lens to property investing. What began as a personal passion quickly became a mission—to close the knowledge gap and empower everyday Australians to invest smarter. In recognition of this impact, Search Party Property was named a Finalist for Buyers Agency of the Year, and Julian a Finalist for Buyers Agent of the Year at the 2025 REB Awards.As host of The Smart Investor Show, Julian draws on his own investing journey and years of strategic insights to demystify property for time-poor professionals. His philosophy is simple: life’s no dress rehearsal, and smart property decisions today create the freedom to choose tomorrow. Through the show, he shares real-world lessons, expert conversations, and proven strategies to help listeners take control of their financial future—one property at a time. Connect with Julian:Visit the website: https://searchpartyproperty.com.au/ Follow Julian on LinkedIn: https://www.linkedin.com/in/buyersagent-sydney-brisbane-melbourne-adelaide-perth/ Follow Julian on Instagram: https://www.instagram.com/juliankhursigara_buyersagent/ Follow Julian on Facebook: https://www.facebook.com/investmentpropertybuyersagent/ Follow Julian on Tiktok: https://www.tiktok.com/@julian_buyersagent Subscribe to Julian Khursigara YouTube Channel: https://www.youtube.com/@juliankhursigara_buyersagent If you’d like a personalised review of your financial situation, help setting clear investment goals, and a data-driven strategy to guide your property journey—including insights into high-growth areas and a roadmap to financial freedom—book a time with Julian here: https://calendly.com/julian_spp/45min DisclaimerThe Smart Investor Show provides general information and commentary about property, finance, and investing. It does not constitute financial, legal, tax, or investment advice tailored to your personal circumstances. Before making any financial decisions, you should seek professional advice from a qualified adviser.While we aim for accuracy and quality, we cannot guarantee all information is complete, up-to-date, or free from errors. Past performance is not a reliable indicator of future results.
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    44 分
  • The Umpire Turned Broker: Crafting Smart Finance Strategies with Dion Fernandes
    2025/06/12
    In this episode, host Julian chats with Dion Fernandes — a seasoned mortgage broker, finance expert, and host of the Finance This, Property That podcast. A key member of the award-winning team at Emerge Finance, Dion has helped more than 200 investors grow their portfolios strategically.Together, they explore Dion’s unique journey — from growing up in Mumbai to moving to New Zealand, working as a professional tennis umpire, and eventually building a successful career in finance. Dion offers valuable insights into developing smart finance strategies, staying proactive, and navigating the challenges of securing finance as a self-employed individual. (03:38) Professional Tennis Umpire Experience(04:59) Transition to Finance and Banking(06:20) Starting Emerge Finance and Personal Vision(09:09) Property Investing Journey(13:19) Rentvesting and Financial Strategies(16:57) Building a Finance Strategy vs. Getting a Loan(20:02) Client's Journey to Building a Property Portfolio(21:33) The Importance of Strategy in Property Investment(22:21) Navigating Multiple Banks for Better Growth(25:30) Challenges and Tips for Business Owners Seeking Finance(29:15) Building a Strong Financial Team(34:03) Traits of Successful Property Investors About Dion:Dion Fernandes is a seasoned finance strategist and mortgage planner. With nearly 15 years in the industry, Dion’s approach goes far beyond mortgage broking — it's about aligning every lending decision with a bigger-picture wealth strategy. He specialises in strategic debt structuring, portfolio expansion, and lending solutions tailored for high-income professionals and business owners. Whether you're a doctor, lawyer, accountant, or entrepreneur, Dion knows how to navigate complex income structures and unlock optimal lending outcomes. Dion has helped over 200 investors grow scalable property portfolios, often increasing borrowing capacity by up to 25% through expert structuring. Known for making finance simple and practical, Dion’s no-jargon, high-impact advice empowers clients to make confident, informed decisions that support long-term success. Connect with Dion:Visit the website: emergefinance.com.au Follow Dion on LinkedInFollow Dion on InstagramFinance This, Property That Podcast About Julian:Julian Khursigara is the CEO of Search Party Property, a Sydney-based buyers agency helping busy professionals build sustainable investment portfolios with clarity and confidence. With over two decades in customer experience and loyalty across the Asia-Pacific region, Julian brings a sharp, data-driven lens to property investing. What began as a personal passion quickly became a mission—to close the knowledge gap and empower everyday Australians to invest smarter. In recognition of this impact, Search Party Property was named a Finalist for Buyers Agency of the Year, and Julian a Finalist for Buyers Agent of the Year at the 2025 REB Awards.As host of The Smart Investor Show, Julian draws on his own investing journey and years of strategic insights to demystify property for time-poor professionals. His philosophy is simple: life’s no dress rehearsal, and smart property decisions today create the freedom to choose tomorrow. Through the show, he shares real-world lessons, expert conversations, and proven strategies to help listeners take control of their financial future—one property at a time. Connect with Julian:Visit the website: https://searchpartyproperty.com.au/ Follow Julian on LinkedIn: https://www.linkedin.com/in/buyersagent-sydney-brisbane-melbourne-adelaide-perth/ Follow Julian on Instagram: https://www.instagram.com/juliankhursigara_buyersagent/ Follow Julian on Facebook: https://www.facebook.com/investmentpropertybuyersagent/ Follow Julian on Tiktok: https://www.tiktok.com/@julian_buyersagent Subscribe to Julian Khursigara YouTube Channel: https://www.youtube.com/@juliankhursigara_buyersagent If you’d like a personalised review of your financial situation, help setting clear investment goals, and a data-driven strategy to guide your property journey—including insights into high-growth areas and a roadmap to financial freedom—book a time with Julian here: https://calendly.com/julian_spp/45min DisclaimerThe Smart Investor Show provides general information and commentary about property, finance, and investing. It does not constitute financial, legal, tax, or investment advice tailored to your personal circumstances. Before making any financial decisions, you should seek professional advice from a qualified adviser.While we aim for accuracy and quality, we cannot guarantee all information is complete, up-to-date, or free from errors. Past performance is not a reliable indicator of future results.
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    40 分
  • The 100 Million Dollar Man with Dan Argent
    2025/06/05
    In this episode of The Smart Investor Show, we sit down with Dan Argent – real estate agent turned entrepreneur – for a no-BS chat about how he broke free from the traditional agency model to build something of his own. Dan shares the story behind UrbanX, the challenges of going against the grain, and what it really takes to back yourself in business. Whether you're a property professional or just someone looking to carve your own path, Dan’s insights into risk, reward, and reinvention are pure gold. (00:55) Childhood and Upbringing(01:44) Career Aspirations and Realisations(02:58) Discovering Real Estate(05:47) First Year in Real Estate(06:56) Keys to Success in Real Estate(16:59) Property Investment Journey(25:03) Introduction to UrbanX(28:26) Reflecting on Financial Realisations(31:32) Launching My Own Agency(36:55) The Birth of UrbanX(50:06) Insights on Real Estate Market TrendsAbout Dan:Dan Argent is rewriting the real estate playbook.As the CEO and Co-Founder of URBAN X, Dan is the driving force behind a bold movement that empowers top-performing agents to break free from outdated franchise models and build their own brands—on their own terms. With nearly two decades of industry experience, Dan has transformed from a top 0.5% Brisbane agent into a visionary leader shaking up how agents work, earn, and live.Known for his high energy, sharp negotiation skills, and relentless focus on growth, Dan leads URBAN X with a clear mission: help agents earn more, work smarter, and reclaim their time without compromising on service. Through mentorship, innovative education programs, and a fully supported business platform, Dan is enabling agents to build careers—and lives—they truly love.He’s also the host of the Below The Surface podcast, founder of The Butterfly Effect Foundation, and a passionate advocate for personal development, coaching, and community. Connect with Dan:Visit the website: https://www.urbanx.io/Subscribe to Dan's YouTube Channel:https://www.youtube.com/@Dan.ArgentFollow Dan on Instagram:https://www.instagram.com/soldbydan/Follow Dan on LinkedIn:https://www.linkedin.com/in/dan-argent-ab024522/ About Julian:Julian Khursigara is the CEO of Search Party Property, a Sydney-based buyers agency helping busy professionals build sustainable investment portfolios with clarity and confidence. With over two decades in customer experience and loyalty across the Asia-Pacific region, Julian brings a sharp, data-driven lens to property investing. What began as a personal passion quickly became a mission—to close the knowledge gap and empower everyday Australians to invest smarter. In recognition of this impact, Search Party Property was named a Finalist for Buyers Agency of the Year, and Julian a Finalist for Buyers Agent of the Year at the 2025 REB Awards.As host of The Smart Investor Show, Julian draws on his own investing journey and years of strategic insights to demystify property for time-poor professionals. His philosophy is simple: life’s no dress rehearsal, and smart property decisions today create the freedom to choose tomorrow. Through the show, he shares real-world lessons, expert conversations, and proven strategies to help listeners take control of their financial future—one property at a time. Connect with Julian:Visit the website: https://searchpartyproperty.com.au/ Follow Julian on LinkedIn: https://www.linkedin.com/in/buyersagent-sydney-brisbane-melbourne-adelaide-perth/ Follow Julian on Instagram: https://www.instagram.com/juliankhursigara_buyersagent/ Follow Julian on Facebook: https://www.facebook.com/investmentpropertybuyersagent/ Follow Julian on Tiktok: https://www.tiktok.com/@julian_buyersagent Subscribe to Julian Khursigara YouTube Channel: https://www.youtube.com/@juliankhursigara_buyersagent If you’d like a personalised review of your financial situation, help setting clear investment goals, and a data-driven strategy to guide your property journey—including insights into high-growth areas and a roadmap to financial freedom—book a time with Julian here: https://calendly.com/julian_spp/45min DisclaimerThe Smart Investor Show provides general information and commentary about property, finance, and investing. It does not constitute financial, legal, tax, or investment advice tailored to your personal circumstances. Before making any financial decisions, you should seek professional advice from a qualified adviser.While we aim for accuracy and quality, we cannot guarantee all information is complete, up-to-date, or free from errors. Past performance is not a reliable indicator of future results.
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    55 分
  • Why Great Tenants Start with Great Design with Jon Tyson
    2025/05/29
    In this episode, we’re joined by Jon Tyson, co-founder of Dominion and a visionary in property development. Known for his strategic, systemised approach and strong focus on relationships, Jon shares how he creates high-value, tenant-first projects that benefit both investors and the communities they serve.We look at why a great tenant experience is essential to attracting quality renters—and how that directly impacts long-term returns. Jon explains the difference between buy-and-hold and buy-and-sell strategies, and why matching the right site to the right strategy creates more predictable outcomes.We also explore the common misconceptions around co-living, and how modern designs with private living spaces and shared amenities are attracting tenants like CEOs, pilots, and top-tier professionals, challenging outdated views and setting a new standard for investment properties. (01:30) Jon Tyson's Journey: From the UK to Australia(02:49) First Steps in Property Investment(08:42) The Birth of Dominion: A Collaborative Model(11:59) Proving the Model: From Residential to Commercial(16:18) Navigating the Development Landscape(25:42) Focusing on Tenant Experience(32:27) Scaling the Business: Systems and ProcessesAbout Jon:Jon Tyson is the co-founder of Dominion, a boutique property development company transforming the way investors engage with real estate. With over a decade of experience in property investment and development across the UK and Australia, Jon brings a strategic, systemised approach to delivering high-performing real estate assets that benefit both investors and communities.At Dominion, Jon leads the charge in pioneering models like Development-as-a-Service (DaaS), enabling traditional investors to participate in the upside of property development without the operational complexity. His expertise spans site sourcing, acquisition, and process efficiency, all grounded in a people-first mindset. Passionate about innovation and sustainable growth, Jon is committed to creating tenant-focused developments that deliver lasting value — not just high returns.From residential to commercial spaces, Jon’s mission is clear: reduce the barriers to wealth-building through property and reshape the future of development with integrity, transparency, and impact.Connect with Jon:Visit the website: https://www.dominion.build/Follow on Facebook:https://www.facebook.com/DominionDevelopmentsFollow on Instagram:https://www.instagram.com/dominion_developments/Follow Jon on LinkedIn:https://www.linkedin.com/in/jon-tyson/ About Julian:Julian Khursigara is the CEO of Search Party Property, a Sydney-based buyers agency helping busy professionals build sustainable investment portfolios with clarity and confidence. With over two decades in customer experience and loyalty across the Asia-Pacific region, Julian brings a sharp, data-driven lens to property investing. What began as a personal passion quickly became a mission—to close the knowledge gap and empower everyday Australians to invest smarter. In recognition of this impact, Search Party Property was named a Finalist for Buyers Agency of the Year, and Julian a Finalist for Buyers Agent of the Year at the 2025 REB Awards.As host of The Smart Investor Show, Julian draws on his own investing journey and years of strategic insights to demystify property for time-poor professionals. His philosophy is simple: life’s no dress rehearsal, and smart property decisions today create the freedom to choose tomorrow. Through the show, he shares real-world lessons, expert conversations, and proven strategies to help listeners take control of their financial future—one property at a time. Connect with Julian:Visit the website: https://searchpartyproperty.com.au/ Follow Julian on LinkedIn: https://www.linkedin.com/in/buyersagent-sydney-brisbane-melbourne-adelaide-perth/ Follow Julian on Instagram: https://www.instagram.com/juliankhursigara_buyersagent/ Follow Julian on Facebook: https://www.facebook.com/investmentpropertybuyersagent/ Follow Julian on Tiktok: https://www.tiktok.com/@julian_buyersagent Subscribe to Julian Khursigara YouTube Channel: https://www.youtube.com/@juliankhursigara_buyersagent If you’d like a personalised review of your financial situation, help setting clear investment goals, and a data-driven strategy to guide your property journey—including insights into high-growth areas and a roadmap to financial freedom—book a time with Julian here: https://calendly.com/julian_spp/45min DisclaimerThe Smart Investor Show provides general information and commentary about property, finance, and investing. It does not constitute financial, legal, tax, or investment advice tailored to your personal circumstances. Before making any financial decisions, you should seek professional advice from a qualified adviser.While we aim for accuracy and quality, we cannot guarantee all information is complete, up-to-date, or free from errors. Past ...
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    37 分
  • Profit Through Planning with John Kalachian
    2025/05/22
    In this episode, we chat with John Kalachian, Partner at Fortis Accounting Partners, about all things accounting, tax, and financial strategy for Aussie property investors. John shares how he started Fortis and built a career helping people and businesses make sense of the tax system—and make the most of it. We talk through common tax mistakes, smart ways to boost your financial outcomes, and why having the right team around you really matters. He also discusses his own property investment journey and offers some great advice for parents who want to help their children enter the market.(01:23) John's Journey: From Childhood to Finance Expert(04:10) Diving into Property Investment(05:51) The Risks and Rewards of Commercial Property(08:41) Understanding NDIS and Government-Backed Schemes(13:18) The Role of Mortgage Brokers and Lending Trends(18:33) Self-Managed Super Funds (SMSF) and Property Investment(23:40) Current Lending Landscape and Market Predictions About John:John Kalachian is more than just a numbers guy—he’s a passionate leader, lifelong learner, and co-founder of Fortis Accounting Partners, where people come first and tax strategy follows close behind. With over a decade of experience spanning accounting, finance, and business leadership, John brings a rare blend of deep technical expertise and authentic human connection to every conversation. A Fellow of the Institute of Chartered Accountants, Certified Financial Planner, and Justice of the Peace, he has built Fortis from the ground up, driven by a mission to simplify tax, empower clients, and grow a team that’s just as passionate about learning as he is. Through his work at Fortis, John supports Australian and international businesses, large family groups, and investors with end-to-end accounting and tax services, while helping them stay focused on what matters most: building stronger financial futures. Whether he’s in the boardroom, mentoring his team, recharging by the ocean, on the green, or out fishing, John shows up with curiosity, clarity, and a commitment to growth for himself, his clients, and his community. Connect with John:Visit the website: https://fortisap.com.au/Follow on FacebookFollow John on Instagram Follow John on LinkedIn About Julian:Julian Khursigara is the CEO of Search Party Property, a Sydney-based buyers agency helping busy professionals build sustainable investment portfolios with clarity and confidence. With over two decades in customer experience and loyalty across the Asia-Pacific region, Julian brings a sharp, data-driven lens to property investing. What began as a personal passion quickly became a mission—to close the knowledge gap and empower everyday Australians to invest smarter. In recognition of this impact, Search Party Property was named a Finalist for Buyers Agency of the Year, and Julian a Finalist for Buyers Agent of the Year at the 2025 REB Awards.As host of The Smart Investor Show, Julian draws on his own investing journey and years of strategic insights to demystify property for time-poor professionals. His philosophy is simple: life’s no dress rehearsal, and smart property decisions today create the freedom to choose tomorrow. Through the show, he shares real-world lessons, expert conversations, and proven strategies to help listeners take control of their financial future—one property at a time. Connect with Julian:Visit the website: https://searchpartyproperty.com.au/ Follow Julian on LinkedIn: https://www.linkedin.com/in/buyersagent-sydney-brisbane-melbourne-adelaide-perth/ Follow Julian on Instagram: https://www.instagram.com/juliankhursigara_buyersagent/ Follow Julian on Facebook: https://www.facebook.com/investmentpropertybuyersagent/ Follow Julian on Tiktok: https://www.tiktok.com/@julian_buyersagent Subscribe to Julian Khursigara YouTube Channel: https://www.youtube.com/@juliankhursigara_buyersagent If you’d like a personalised review of your financial situation, help setting clear investment goals, and a data-driven strategy to guide your property journey—including insights into high-growth areas and a roadmap to financial freedom—book a time with Julian here: https://calendly.com/julian_spp/45min DisclaimerThe Smart Investor Show provides general information and commentary about property, finance, and investing. It does not constitute financial, legal, tax, or investment advice tailored to your personal circumstances. Before making any financial decisions, you should seek professional advice from a qualified adviser.While we aim for accuracy and quality, we cannot guarantee all information is complete, up-to-date, or free from errors. Past performance is not a reliable indicator of future results.
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    39 分
  • Maximising Property Investments with Mike Mortlock
    2025/05/15
    In this episode of The Smart Investor Show, host Julian is joined by Mike Mortlock, Managing Director of MCG Quantity Surveyors and a leading authority on property investment and tax depreciation.Mike shares his journey, the key services his firm offers, and how he helps investors boost their returns through smart tax strategies. With fresh data and sharp analysis, he offers a clear picture of Australia’s property market—what’s happening now, what’s ahead, and where the real opportunities lie in 2024 and beyond.They also explore the often-overlooked power of depreciation schedules and why getting them right can make a big difference to your bottom line. (01:41) Mike's Early Life and Career Journey(05:37) The Birth and Growth of MCG Quantity Surveyors(07:14) Current Property Market Sentiments and Trends(17:24) Insurance and Property Protection Insights(20:42) Ensuring Compliance in Property Investments(20:54) Market Predictions for 2025(21:20) Current Trends in Perth and Brisbane(22:25) Victoria's Property Market Dynamics(25:52) The Role of Buyer's Agents(31:49) Depreciation Schedules and Missed DeductionsAbout Mike:Mike Mortlock, a distinguished leader in tax depreciation, co-founded MCG Quantity Surveyors with Marty Sadlier. Their journey from humble beginnings in 2011 to being featured in the AFR's Fast 100 in 2018 demonstrates their significant impact on the industry. As a seasoned consultant, Mike has worked with top-tier firms like McDonald's, Stockland, and Hilton Hotels, delivering comprehensive depreciation schedules across various property types. His expertise has also led him to be a vital member of the advisory board for the Australian Institute of Quantity Surveyors, shaping industry standards.Recognised as a top 50 thought leader by Elite Agent Magazine, Mike's insights on investment trends, including remote investing and market dynamics, have made him a respected voice in real estate. He hosts the Geared for Growth Property Investing Podcast and co-hosts the Property Trio podcast, emphasising his dedication to investor education.Mike's contributions extend to regular appearances on TV and in publications like the Australian Financial Review and Elite Agent, where he shares his passion for maximising client benefits through tax depreciation. As a board member of the Property Investment Professionals of Australia (PIPA), he advocates for the interests of investment professionals and investors, underscoring his commitment to the real estate sector.Connect with Mike:Visit the website: https://www.mcgqs.com.au/Follow on Facebook:https://www.facebook.com/mcgquantitysurveyorsFollow on Instagram:https://www.instagram.com/mcgquantitysurveyorsFollow on LinkedIn:https://au.linkedin.com/company/mcg-quantity-surveyors About Julian:Julian Khursigara is the CEO of Search Party Property, a Sydney-based buyers agency helping busy professionals build sustainable investment portfolios with clarity and confidence. With over two decades in customer experience and loyalty across the Asia-Pacific region, Julian brings a sharp, data-driven lens to property investing. What began as a personal passion quickly became a mission—to close the knowledge gap and empower everyday Australians to invest smarter. In recognition of this impact, Search Party Property was named a Finalist for Buyers Agency of the Year, and Julian a Finalist for Buyers Agent of the Year at the 2025 REB Awards.As host of The Smart Investor Show, Julian draws on his own investing journey and years of strategic insights to demystify property for time-poor professionals. His philosophy is simple: life’s no dress rehearsal, and smart property decisions today create the freedom to choose tomorrow. Through the show, he shares real-world lessons, expert conversations, and proven strategies to help listeners take control of their financial future—one property at a time. Connect with Julian:Visit the website: https://searchpartyproperty.com.au/ Follow Julian on LinkedIn: https://www.linkedin.com/in/buyersagent-sydney-brisbane-melbourne-adelaide-perth/ Follow Julian on Instagram: https://www.instagram.com/juliankhursigara_buyersagent/ Follow Julian on Facebook: https://www.facebook.com/investmentpropertybuyersagent/ Follow Julian on Tiktok: https://www.tiktok.com/@julian_buyersagent Subscribe to Julian Khursigara YouTube Channel: https://www.youtube.com/@juliankhursigara_buyersagent If you’d like a personalised review of your financial situation, help setting clear investment goals, and a data-driven strategy to guide your property journey—including insights into high-growth areas and a roadmap to financial freedom—book a time with Julian here: https://calendly.com/julian_spp/45min DisclaimerThe Smart Investor Show provides general information and commentary about property, finance, and investing. It does not constitute financial, legal, tax, or investment advice tailored to your personal circumstances. Before making ...
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