Trusts & SMSFs: How Advanced Investors Are Rethinking Their Structures in 2025
Are trusts still the best way to invest in 2025?Is it smarter to buy in your personal name?How do SMSFs fit into a modern portfolio strategy? This week, Goose and Gabi are joined property accounting wizard, Jeremy Iannuzzelli, to explore how advanced property investors are adapting to a changing market — and what you should consider before making your next move. What we’ll cover:* Are trusts still the ‘golden child’ to maximise your borrowing capacity?* When it might actually be smarter to invest in your personal name* How SMSFs fit into a long-term portfolio growth strategy* Why the old rules don’t apply anymore — and what to do instead If you’re serious about portfolio growth, tax strategy, and future-proofing your investments, this session is packed with critical insights for 2025 and beyond. See you on the inside, WATCH ON YOUTUBE: https://youtube.com/live/W4AgKFhyMW0 IMPORTANT: The Investor Lab is for educational purposes only and does not constitute financial advice. Always do your own research and seek independent professional advice before making any investment or financial decisions. -- Build a roadmap to achieve your goals for FREE on Property Pathfinder: propertypathfinder.io Want help to invest in 2025?Book in a quick chat here and we'll point you in the right direction:bit.ly/3E0wKGa Got a question or some feedback? We're all ears!bit.ly/tilqs Need finance guidance?Chat with the team: dashdotfinance.com.au/discoverycall – Catch Up On Recent Episodes: Portfolio Acceleration Masterclass: How To Use Strategic Selling As A Booster How to Create A Property Portfolio Growth Plan The Smartest Plan B for Business Owners? Sean's $464k StoryFinancial Jiu-Jitsu: How to Break Through Your Portfolio's Cashflow ConstraintsWinning the Investment Game: How to Set & Beat Your Hurdle RateFake Gold? Markets Down? Liquidity Up? – What’s REALLY Going On? The RBA Just Changed the Game — Here’s What It Means for YouHold vs Sell: How to Know When to Take ProfitsBitcoin: Why Every Property Investor Needs to Consider Owning ItEverything You Need To Know About Property Investing FinanceProperty Investing In Australia In 2025: What You Need To Know Investment Strategies for 2025 Follow the Money: How Liquidity Drives Asset Prices (and How You Can Benefit) What You Don’t Know About Money Could Cost You Everything – Connect:https://www.dashdot.com.auhttps://youtube.com/@theinvestorlabhttps://instagram.com/dashdotpropertyhttps://instagram.com/goosemcgrathhttps://instagram.com/gabi.billing See omnystudio.com/listener for privacy information.
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1:26:19
Tariffs, Trade Wars & What It Means for Your Portfolio
The markets just suffered their biggest weekly drop since the GFC. Headlines are screaming panic. But what if there's a bigger story unfolding – one that could actually set up Australian investors for advantage? This week on The Investor Lab, we're diving deep into what's really happening behind the market meltdown and emerging trade wars. Here's what we'll unpack:* The real story behind Trump's new tariff plan (and why it's reshaping global trade)* Why tariffs might actually lead to lower prices in Australia (not higher)* Are we about to head into a recession, or come out of one?* How this massive market correction could impact your portfolio (for the better) So if you’re getting caught in the swell, join us on Friday. We’ll break it all down. See you on the inside, WATCH ON YOUTUBE: https://www.youtube.com/live/cOCsUjucTlY IMPORTANT: The Investor Lab is for educational purposes only and does not constitute financial advice. Always do your own research and seek independent professional advice before making any investment or financial decisions. -- RESOURCES & REFERENCES: Related Episodes: What You Don’t Know About Money Could Cost You EverythingFollow the Money: How Liquidity Drives Asset Prices (and How You Can Benefit)Investment Strategies for 2025Winning the Investment Game: How to Set & Beat Your Hurdle Rate Books:* The Bitcoin Standard by Saifedean Ammous - https://www.amazon.com/Bitcoin-Standard-Decentralized-Alternative-Central/dp/1119473861* The Price of Tomorrow by Jeff Booth - https://www.amazon.com/Price-Tomorrow-Deflation-Abundant-Future/dp/1999257405 Further Research & Data Sources:* Real Vision - https://www.realvision.com* ARK Invest - https://ark-invest.com* Capital Wars Newsletter - https://capitalwars.substack.com* Bank for International Settlements - https://data.bis.org/topics/GLI* CoreLogic Australia - https://www.corelogic.com.au Charts & Statistics Referenced:* US Labor Force Participation Rate* US Government Debt to GDP (123%)* Chinese M2 Money Supply Growth (5388% since 1996)* Australian M3 Money Supply Growth (926%)* US M2 Velocity Trends* Global Liquidity Measures* Australian Residential Real Estate Value ($11.3T) -- Build a roadmap to achieve your goals for FREE on Property Pathfinder: propertypathfinder.io Want help to invest in 2025?Book in a quick chat here and we'll point you in the right direction:bit.ly/3E0wKGa Got a question or some feedback? We're all ears!bit.ly/tilqs Need finance guidance?Chat with the team: dashdotfinance.com.au/discoverycall – Catch Up On Recent Episodes: Portfolio Acceleration Masterclass: How To Use Strategic Selling As A Booster How to Create A Property Portfolio Growth Plan The Smartest Plan B for Business Owners? Sean's $464k StoryFinancial Jiu-Jitsu: How to Break Through Your Portfolio's Cashflow ConstraintsWinning the Investment Game: How to Set & Beat Your Hurdle RateFake Gold? Markets Down? Liquidity Up? – What’s REALLY Going On? The RBA Just Changed the Game — Here’s What It Means for YouHold vs Sell: How to Know When to Take ProfitsBitcoin: Why Every Property Investor Needs to Consider Owning ItEverything You Need To Know About Property Investing FinanceProperty Investing In Australia In 2025: What You Need To Know Investment Strategies for 2025 Follow the Money: How Liquidity Drives Asset Prices (and How You Can Benefit) What You Don’t Know About Money Could Cost You Everything – Connect:https://www.dashdot.com.auhttps://youtube.com/@theinvestorlabhttps://instagram.com/dashdotpropertyhttps://instagram.com/goosemcgrathhttps://instagram.com/gabi.billingSee omnystudio.com/listener for privacy information.
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1:34:20
Portfolio Acceleration Masterclass: How To Use Strategic Selling As A Booster
This one's best as a watch-along, folks! Jump onto Youtube and build with us: Watch here: https://www.youtube.com/live/N1HSRv_DeSY Access the FREE Strategic Seller's Toolkit: https://propertypathfinder.io We were originally going to create this masterclass exclusively for Dashdot clients… But after some deep thinking, we’ve decided not to gatekeep it. Too many investors are flying blind — unsure whether to hold or sell, how to evaluate their portfolio, or what their next move should be. So we’re going public. In this 2-hour Portfolio Acceleration Masterclass, we’ll walk you through: ✅ When it might be time to consider a strategic sale✅ What to look for in your suburb data✅ How borrowing capacity could influence your decision✅ The exact DIY steps to sell a property✅ How to avoid panic-selling or decision paralysis✅ The tools and frameworks we use with real clients every day✅ Plus: Downloadable resources and decision-making templates to use on your own TIMESTAMPS: 00:28 Why are we doing this? 06:14 Why would I consider selling? 41:07 Strategic Seller's Toolkit41:58 When should I consider selling? 57:22 Suburb Assessment Framework1:18:00 How should I think strategically about finance? 1:45:44 How do I strategically sell a property? 1:56:06 What else could I reinvest in today? RESOURCES: * Access the Strategic Seller's Toolkit: https://dashdot.com.au/strategic-sellers-toolkit* Find your FREE Suburb Report: https://propertypathfinder.io EXPERT PANEL:* Sean Simpson – Head of Property & Market Maestro* Callum Rhodes – Head of Dashdot Finance & Lending Strategist* Jason D’Silva – Head of Client Success & Portfolio Ninja* Goose & Gabi – Your friendly neighbourhood spiderhosts This session will help you make clear, confident, self-led decisions with your portfolio. See you on the inside, IMPORTANT: The Investor Lab is for educational purposes only and does not constitute financial advice. Always do your own research and seek independent professional advice before making any investment or financial decisions. WATCH ON YOUTUBE: https://www.youtube.com/live/N1HSRv_DeSY -- Build a roadmap to achieve your goals for FREE on Property Pathfinder: propertypathfinder.io Want help to invest in 2025?Book in a quick chat here and we'll point you in the right direction:bit.ly/3E0wKGa Got a question or some feedback? We're all ears!bit.ly/tilqs Need finance guidance?Chat with the team: dashdotfinance.com.au/discoverycall – Catch Up On Recent Episodes: How to Create A Property Portfolio Growth Plan The Smartest Plan B for Business Owners? Sean's $464k StoryFinancial Jiu-Jitsu: How to Break Through Your Portfolio's Cashflow ConstraintsWinning the Investment Game: How to Set & Beat Your Hurdle RateFake Gold? Markets Down? Liquidity Up? – What’s REALLY Going On? The RBA Just Changed the Game — Here’s What It Means for YouHold vs Sell: How to Know When to Take ProfitsBitcoin: Why Every Property Investor Needs to Consider Owning ItEverything You Need To Know About Property Investing FinanceProperty Investing In Australia In 2025: What You Need To Know Investment Strategies for 2025 Follow the Money: How Liquidity Drives Asset Prices (and How You Can Benefit) What You Don’t Know About Money Could Cost You Everything – Connect:https://www.dashdot.com.auhttps://youtube.com/@theinvestorlabhttps://instagram.com/dashdotpropertyhttps://instagram.com/goosemcgrathhttps://instagram.com/gabi.billingSee omnystudio.com/listener for privacy information.
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2:05:32
How to Create A Property Portfolio Growth Plan
This one's best as a watch-along, folks! Jump onto Youtube and build with us: Watch here: https://youtube.com/live/jXpb23vT3-w Create Pathfinder account: https://propertypathfinder.io Here's a sobering statistic: Less than 1% of property investors ever achieve financial freedom through property. Even more concerning? 71% get stuck at just one property. But, finally, there's a solution to break free from these constraints... You see, the team at Dashdot Technology have been working tirelessly to create revolutionary new solutions to help investors just like you, to plan and achieve success — without all the stress. In this week’s LIVE episode, we’ll be walking you through the brand new updates to our Portfolio Growth Plan technology on Property Pathfinder, and showing you, step by step, how you can create your own Portfolio Growth Plan, for FREE. What you'll learn: What is a Portfolio Growth Plan and why do you need it? How to build a Portfolio Growth Plan based on your own personal situation, in just a few minutes How the Portfolio Growth Plan works (and limitations you need to be aware of) How to run multiple scenarios to find the best path to your goals We’ll be joined by Dashdot’s Business Innovation Analyst and portfolio strategy wizard, Andy Bernardos, who was on the core team developing this technology, so we can go deep into the weeds of not just how to build a plan, but how the plans actually work. See you on the inside, IMPORTANT: The Investor Lab is for educational purposes only and does not constitute financial advice. Always do your own research and seek independent professional advice before making any investment or financial decisions. WATCH ON YOUTUBE: https://youtube.com/live/jXpb23vT3-w -- 🧑💻 Build Your Portfolio Growth Plan on Property Pathfinder: propertypathfinder.io Want help to invest in 2025?Book in a quick chat here and we'll point you in the right direction:bit.ly/3E0wKGa Got a question or some feedback? We're all ears!bit.ly/tilqs Need finance guidance?Chat with the team: dashdotfinance.com.au/discoverycall – Catch Up On Recent Episodes: The Smartest Plan B for Business Owners? Sean's $464k StoryFinancial Jiu-Jitsu: How to Break Through Your Portfolio's Cashflow ConstraintsWinning the Investment Game: How to Set & Beat Your Hurdle RateFake Gold? Markets Down? Liquidity Up? – What’s REALLY Going On? The RBA Just Changed the Game — Here’s What It Means for YouHold vs Sell: How to Know When to Take ProfitsBitcoin: Why Every Property Investor Needs to Consider Owning ItEverything You Need To Know About Property Investing FinanceProperty Investing In Australia In 2025: What You Need To Know Investment Strategies for 2025 Follow the Money: How Liquidity Drives Asset Prices (and How You Can Benefit) What You Don’t Know About Money Could Cost You Everything – Connect:https://www.dashdot.com.auhttps://youtube.com/@theinvestorlabhttps://instagram.com/dashdotpropertyhttps://instagram.com/goosemcgrathhttps://instagram.com/gabi.billingSee omnystudio.com/listener for privacy information.
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1:46:08
The Smartest Plan B for Business Owners? Sean's $464k Story
"I had to rebuild both companies after COVID. That's when I realised... I needed something that could grow without consuming my life." This week, we’re bringing you an exclusive, in-depth client interview with Sean Grant — a serial entrepreneur and long-time Dashdot client. Sean has built a thriving business empire, but when COVID hit, he realised the need for financial diversification. That’s when he turned to property investing with Dashdot. In this episode, Sean shares: How he built nearly $500K in equity across two properties Why he chose property as his Plan B for financial security The real challenges of investing (yes, things can go wrong!) and how a high-stakes problem was handled Why he prefers “set and forget” investing over spending hours researching markets His daughter’s inspiring first investment at just 18 years old Sean brings 30+ years of business experience and shares candid insights about why he chose property to complement his ventures. His story might just change how you think about building long-term wealth. If you’re an entrepreneur, business owner, or investor looking for a smarter way to build long-term wealth, you won’t want to miss this one! See you on the inside, Live episodes will return next Friday, Mar 28th IMPORTANT: The Investor Lab is for educational purposes only and does not constitute financial advice. Always do your own research and seek independent professional advice before making any investment or financial decisions. WATCH ON YOUTUBE: https://youtu.be/ceYLNkg_eyE -- Want help to invest in 2025?Book in a quick chat here and we'll point you in the right direction:https://bit.ly/3E0wKGa Got a question or some feedback? We're all ears!https://bit.ly/tilqs Need finance guidance?Chat with the team: http://hey.dashdotfinance.com.au/discoverycall – Catch Up On Recent Episodes: Financial Jiu-Jitsu: How to Break Through Your Portfolio's Cashflow ConstraintsWinning the Investment Game: How to Set & Beat Your Hurdle RateFake Gold? Markets Down? Liquidity Up? – What’s REALLY Going On? The RBA Just Changed the Game — Here’s What It Means for YouHold vs Sell: How to Know When to Take ProfitsBitcoin: Why Every Property Investor Needs to Consider Owning ItEverything You Need To Know About Property Investing FinanceProperty Investing In Australia In 2025: What You Need To Know Investment Strategies for 2025 Follow the Money: How Liquidity Drives Asset Prices (and How You Can Benefit) What You Don’t Know About Money Could Cost You Everything – Connect:https://www.dashdot.com.auhttps://youtube.com/@theinvestorlabhttps://instagram.com/dashdotpropertyhttps://instagram.com/goosemcgrathhttps://instagram.com/gabi.billingSee omnystudio.com/listener for privacy information.
Australia