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How to Structure Your Investments PART 2: Individual vs Trust Ownership
How to Structure Your Investments PART 2: Individual vs Trust Ownership

Season 1 Episode 130

In part two of this series on investment structures, the Bongiorno Group’s Ricky Caldow and Mitch McKeown examine company structures and superannuati…

10 hours ago

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How to Structure Your Investments PART 1: Individual vs Trust Ownership
How to Structure Your Investments PART 1: Individual vs Trust Ownership

Season 1 Episode 129

The structure used to hold an investment can have a significant long-term impact on tax, flexibility, asset protection and wealth creation outcomes. …

2 weeks ago

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What Doctors Can and Can’t Claim at Tax Time
What Doctors Can and Can’t Claim at Tax Time

Season 1 Episode 128

Tax time is just around the corner – and so it’s worth understanding ahead of time what you can legitimately claim. And, no, it’s not about maximisin…

4 weeks ago

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Overseas Fellowships, Tax Residency and ATO Obligations
Overseas Fellowships, Tax Residency and ATO Obligations

Season 1 Episode 127

Planning an overseas fellowship can shape a medical career, but poor tax planning can create expensive surprises. From tax residency and worldwide in…

1 month, 1 week ago

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The Hidden Risks of Outdated Insurance Cover
The Hidden Risks of Outdated Insurance Cover

Season 1 Episode 125

Insurance only works when it evolves with your life. From rising incomes and growing debt to children, career changes and mounting premiums, reviewin…

1 month, 3 weeks ago

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Federal Budget 2026-27: What It Means For You
Federal Budget 2026-27: What It Means For You

Season 1 Episode 125

The Federal Budget could reshape the financial landscape for doctors, business owners and investors for years to come. While none of the major reform…

2 months ago

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Property Update Part 3: The national market
Property Update Part 3: The national market

Season 1 Episode 124

Strong rental demand and infrastructure investment are reshaping Australia’s property landscape beyond Victoria, but elevated prices and rising optim…

2 months, 1 week ago

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Property Update Part 2: The Victorian commercial market
Property Update Part 2: The Victorian commercial market

Season 1 Episode 123

Long-term wealth in property is built on strategic asset selection, not short-term sentiment. Property advisor Julian Muldoon of 1Group, joins the Bo…

2 months, 3 weeks ago

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Interest Rates Are Rising – What You Need to Think About
Interest Rates Are Rising – What You Need to Think About

Season 1 Episode 122

Uncertainty in interest rates is not just a market issue, it is a personal financial decision point for every borrower. With inflation still above ta…

3 months, 1 week ago

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Property Update Part 1: The Victorian residential market
Property Update Part 1: The Victorian residential market

Season 1 Episode 121

Market sentiment does not always reflect underlying opportunity. While many Victorian investors are looking interstate, selected Melbourne and region…

3 months, 2 weeks ago

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