The Follio Property Podcast

The ONLY Property Strategy That Survives Budget 2026 | Australian Property Experts

27 min · 19 de may de 2026
Portada del episodio The ONLY Property Strategy That Survives Budget 2026 | Australian Property Experts

Descripción

🚨Aussie Property Investors: Get our free 2026 Budget Report covering what could happen next to rents, prices, and the property market (prepared by leading property researchers and investment experts.)Download free: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Episode+66🚨 Budget 2026 just changed EVERYTHING for Australian property investors. Rents are about to surge 30%... and prices are about to explode.Negative gearing is gone. CGT is restructured. And if history repeats and the data says it will, the Australian property market is entering its most volatile period since 1985.In this episode, Reece Beddall and Lachlan Delahunty cut through the political noise with hard data and zero opinion. Drawing on $687M+ in real property transactions and two of the most powerful historical case studies in Australian real estate, the 1985 Hawke-Keating era and New Zealand's 2021 experiment, they reveal exactly who wins, who loses, and the only property investment strategy that survives Budget 2026.This isn't commentary. This is the data most property experts won't show you.The last time Australia scrapped negative gearing, rents surged 30% in capital cities within 2 years. Sydney and Brisbane prices jumped 60%. Perth hit 100%. New Zealand did the same in 2021, and rents rose 30% before the policy was reversed in 2023. The pattern is undeniable. For mum-and-dad investors relying on the old "buy, hold and hope" model, this budget is a wakeup call. The gap between sophisticated investors and passive ones just got significantly wider. The question is: which side are you on?VALUE BREAKDOWN✅ Why Budget 2026 is the single biggest shift in Australian real estate in 40 years✅ The New Zealand & 1985 Australia case studies and what they predict for rents and prices RIGHT NOW✅ Why outer fringe and new-build investors face the highest risk under the new rules✅ The death of the "buy, hold and hope" strategy and the sophisticated approach that replaces it✅ Why blue-chip locations (5–20km from CBD) are now non-negotiable for capital growth 🕐 TIMESTAMPS 0:00 Intro: Why Budget 2026 changes everything05:25 What actually changed: Negative gearing & CGT explained simply09:37 The New Zealand case study: 30% rent surge in 2 years11:32 The 1985 Australia case study: Sydney +60%, Perth +100%14:36 The danger zones: outer fringe and new builds18:42 Who will lobby to reverse this, and your investment timeline20:43 CGT deep dive: the $42K tax reality on a $700K gain24:38 The death of the lazy investor, what replaces buy, hold and hope25:09 The winning strategy: blue-chip, infill, landlocked About the Follio Property Podcast Each week, Reece Beddall & Lachlan Delahunty break down the biggest conversations shaping Australian property. From market cycles to debt, strategy, data, and real-world insights, we make property simple, honest, and practical.📍Visit Our Website: https://follio.com.au/📩 Contact Us: info@follio.com.au📲 Follow Us on Social:Instagram: https://www.instagram.com/folliopropertypod/TikTok: https://www.tiktok.com/@folliopropertypod Spotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLywLachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/#AustralianPropertyMarket #NegativeGearing #RealEstateAustralia #PropertyInvestment #Budget2026 #RentCrisisAustralia #HousingAffordabilityAustralia #CapitalGainsTax #RealEstateInvesting #AustralianHousingMarket2026 #FirstHomeBuyer #PropertyPodcast #PropertyInvestor #FolioPropertyPodcast #InvestmentPropertyDisclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions

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93 episodios

episode Australia's Government Is Quietly Engineering a Housing Collapse | Property Experts artwork

Australia's Government Is Quietly Engineering a Housing Collapse | Property Experts

Book Your FREE Investment Assessment 👉: https://follio.com.au/contact-us/?utm_source=YouTube&utm_medium=podcast&utm_id=Episode+79📊 National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Episode+79Australia just added 478,000 people in a single year while building only 175,000 new homes. The math doesn't work, and the result is the worst rental crisis in living memory. Leith Onselen joins the Follio Property Podcast to break down exactly why Labor's migration policy is crushing the Australian housing market, how the federal government's addiction to personal income tax revenue is driving the crisis, and the three policy changes that could turn it all around.In this episode, Leith Van Onselen delivers a comprehensive takedown of Australia's economic management. He argues that running migration "at just the most obscene rate into a supply restricted market" has crushed living standards and productivity, with per capita GDP going backwards in 10 of the last 15 quarters. The core problem is structural: 52% of federal revenue comes from personal income taxes, so Canberra has every incentive to pump population growth while the states carry the infrastructure bill. Onselen unpacks how the student visa system has become a backdoor migration channel, why parental visas cost taxpayers nearly $400,000 each, and how Australia's energy policy is accelerating deindustrialization at exactly the wrong time. For anyone invested in Australian property or simply trying to understand why rents keep climbing, this conversation connects the dots between immigration numbers, housing supply, and the political machinery that keeps the whole system running.In this episode, you’ll get to know:✅ The real numbers behind Australia's housing shortage: 478,000 arrivals vs 175,000 new homes✅ Why 10 of the last 15 quarters have seen negative per capita GDP growth despite overall economic growth✅ How the federal government's 52% income tax dependency fuels the migration machine✅ The student visa trade exposed: how it became a backdoor migration channelTimestamps:00:00 478,000 Migrants vs 175,000 Homes: Australia's Housing Crisis Equation05:41 Why the Australian Housing Market Is Trapped by 52% Income Tax Dependency12:30 Australia's Energy Policy Is Crashing Productivity and House Prices20:05 Why Under 130,000 Arrivals Could Save the Australian Property Market22:41 The Energy Overhaul That Could Reverse the Rental Crisis24:14 Norway vs Australia: How Sovereign Wealth Could End the Housing Shortage28:29 The Real Reason Rents Keep Rising: State vs Federal Cost-Shifting ExplainedFollow Leith Van Onselen:YouTube:  @Leithvo  [https://studio.youtube.com/channel/UCi3WZlKputf4Kv6AFDiLYVg] Business: https://www.macrobusiness.com.au/About The Follio Property PodcastEach week, Reece Beddall and Lachlan Delahunty break down the biggest conversations shaping Australian property. From market cycles to debt, strategy, data, and real-world insights — we make property simple, honest, and practical.📍 Visit Our Website: https://follio.com.au/📩 Contact Us: info@follio.com.au📲 Follow Us on Social:Instagram: https://www.instagram.com/folliopropertypod/TikTok: https://www.tiktok.com/@folliopropertypodSpotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLywLachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/Executive Producer: Jonathan Fernandeshttps://www.linkedin.com/in/jonathan-fernandes-a75a991b2/Disclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions#AustralianHousingMarket #RentalCrisis #AustralianProperty #MigrationCrisis #HousingShortage #AustralianEconomy #PropertyMarket #RealEstateAustralia #HousingAffordability #AustralianPolitics #LeithOnselen #FollioPropertyPodcast

Ayer35 min
episode You Have 6 Weeks to Beat the SMSF Property Ban (Property Experts) artwork

You Have 6 Weeks to Beat the SMSF Property Ban (Property Experts)

There's still time to beat the SMSF property ban, but the window is closing fast.In this episode, Reece Beddall and Lachlan Delahunty are joined by Katie Timms, partner at RSM and one of Australia's leading SMSF specialists, to reveal what most people get wrong about the incoming self-managed super fund lending changes, and why it may not be too late to act before the 10 August deadline.Then the conversation turns to the data nobody else is reporting honestly. With Sydney auction clearance rates officially at 47%, Lachlan exposes why the real number is closer to 25%, how that figure is actually collected, and what it tells you about where this market is really heading. Four of five capital cities are now falling, only Perth is holding, and the inflation read could change everything.This is property, made simple, honest, and practical.VALUE BREAKDOWN✅ The 10 August SMSF deadline explained, and why there may still be time to act✅ How fast you can actually set up an SMSF (the answer may surprise you)✅ The minimum super balance you need before this strategy makes sense✅ Why residential property in super is a defensive AND offensive play✅ The asset types that consistently go wrong in an SMSF, and how to avoid them✅ Why Sydney's "47%" clearance rate is really closer to 25%✅ How clearance rate data is actually collected (this will frustrate you)✅ Markets within markets: why some segments are still performing while headlines scream collapse✅ Brisbane, Adelaide and Perth: where the two-speed economy stands right now✅ Why the next inflation print could flip market sentiment overnight🕐 TIMESTAMPS00:00 Introduction02:32 The 10 August deadline explained03:51 How fast can you actually set one up?04:46 There's still time: the six-week window05:28 The minimum balance and what assets actually work09:43 Where SMSF property goes wrong (and right)18:18 Sydney exposed: why 47% is really 25%21:16 Melbourne, and the markets within markets23:48 Brisbane, Adelaide and Perth: the two-speed economy26:33 Inflation: the number that could change everything🏷️ KEY THEMESSMSF Property Ban | Self-Managed Super Fund Australia | Auction Clearance Rates | Sydney Property Market | Australian Property Market 2026 | Property Investment Strategy | Two-Speed Economy | Inflation Australia | Perth Property MarketFollow Katie TimmsWebsite: https://www.rsm.global/australia/people/katie-timmsLinkedIn: https://au.linkedin.com/in/katie-timms-7a353473About The Follio Property PodcastEach week, Reece Beddall and Lachlan Delahunty break down the biggest conversations shaping Australian property. From market cycles to debt, strategy, data, and real-world insights, we make property simple, honest, and practical.📍 Visit Our Website: https://follio.com.au/📩 Contact Us: info@follio.com.au📲 Follow Us on Social:Instagram: https://www.instagram.com/folliopropertypod/TikTok: https://www.tiktok.com/@folliopropertypodSpotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLywLachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/Executive Producer: Jonathan Fernandeshttps://www.linkedin.com/in/jonathan-fernandes-a75a991b2/If you enjoy the episode, hit Like, Subscribe, and Comment to support the channel and join the conversation.Disclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions#SMSF #SelfManagedSuperFund #SMSFProperty #AustralianPropertyMarket #PropertyInvestment #SydneyProperty #AuctionClearanceRates #PerthPropertyMarket #PropertyInvestor #FolioPropertyPodcast #TwoSpeedEconomy #InflationAustralia #AustralianHousingMarket2026 #PropertyPodcast #PropertyData #RealEstateAustralia #SMSFAustralia #PropertyStrategy

30 de jun de 202630 min
episode Sydney's Best Buying Window in 15 Years Just Opened | Property Experts artwork

Sydney's Best Buying Window in 15 Years Just Opened | Property Experts

Book Your FREE Investment Assessment 👉: https://follio.com.au/contact-us/?utm_source=YouTube&utm_medium=video&utm_id=Ep+77📊 National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Ep+77🚨 Attention Aussie Property Investors: The 2026 Budget may create the biggest property opportunities in years. Grab your FREE report from Australia's leading property experts and discover what's coming next.Sydney house prices are falling at the fastest rate since 2018 and the government isn't trying to stop it. In this episode, Reece Beddall and Lachlan Delahunty along with Redom Syed expose why the Australian government is betting on a Sydney property market correction before 2026 and why the next 6–12 months could be the best buying window Sydney has seen in 15 years.The Sydney property market in 2026 is shifting faster than most buyers and investors realise. House prices now sit at $1.6 million, down 4% in the last quarter alone, with auction clearance rates falling below 50% for the first time in years. This isn't just another cycle. Three rate rises, a government clampdown on investor lending, and post-budget uncertainty have combined to trigger what could become an 8%-plus aggregate price decline for Sydney. Borrowing power has fallen 30–40% over five years, and consumer confidence sits at historic lows. For Australian property investors and first-home buyers sitting on the sidelines, the question isn't whether Sydney will fall further, it's whether you'll recognise the window when it's open. The underlying housing shortage hasn't disappeared. Migration rates remain high. And the affordability index, which peaked at 61.5% in mid-2024 and now sits in the low 50s, is approaching levels that historically precede market rebounds. In this episode, we will cover:✅ The budget created "a bigger impact than the policy measures" ✅ The $2M–$5M trap✅ Auction clearance rates ✅ The affordability index✅ Borrowing power: how a decline changes things✅ The tale of 2–3 cities inside Sydney✅ Why Sydney's 2018 15% decline is the template for what happens next Timestamps:00:00 - Sydney Enters Buyer's Territory02:25 - Budget Fallout: Uncertainty Is the Real Weapon05:24 - 85% of Sellers At A Loss 10:21 - Affordability Index: The Metric That Predicts the Bottom16:58 - The 2018 15% Decline 18:09 - The $1 Trillion Wealth Wipeout 21:18 - Consumer Confidence, RBA Policy & Rate Cuts29:21 - Auction Clearance Rates33:04 - Spring 26: The Best Buying Window in 15 Years41:41 - Where Smart Money MovesAbout The Follio Property PodcastEach week, Reece Beddall and Lachlan Delahunty break down the biggest conversations shaping Australian property. From market cycles to debt, strategy, data, and real-world insights — we make property simple, honest, and practical.📍 Visit Our Website: https://follio.com.au/📩 Contact Us: info@follio.com.au📲 Follow Us on Social:Instagram: https://www.instagram.com/folliopropertypod/TikTok: https://www.tiktok.com/@folliopropertypodSpotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLywLachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/Executive Producer: Jonathan Fernandeshttps://www.linkedin.com/in/jonathan-fernandes-a75a991b2/📲 Follow Us on Social:Instagram: / folliopropertypod TikTok: / folliopropertypod Spotify: https://open.spotify.com/show/4Akt4N5...Lachlan Delahunty: / lachlandelahunty Reece Beddall: / reece-beddall-294557b3 Follow Redom Syed:YouTube: ⁨@AusPropertyRedom⁩ Business: https://flintgroup.au/ If you enjoy the episode, hit Like, Subscribe, and Comment to support the channel and join the conversation.🔔 Subscribe for weekly Australian property investing insights, market analysis, and high-profile guests that cut through the noise.

25 de jun de 202646 min
episode BREAKING: Government Bans SMSF Property Lending (Live Reaction) artwork

BREAKING: Government Bans SMSF Property Lending (Live Reaction)

Book Your FREE Investment Assessment 👉: https://follio.com.au/contact-us/The government just banned SMSF property lending. Here's our live reaction to the breaking news, with everything unpacked.In this breaking-news live reaction, Reece Beddall and Lachlan Delahunty unpack Labor's deal with the Greens to ban self-managed super funds from borrowing to buy residential property — what it means for investors, first home buyers, and the mum-and-dad Australians caught in the middle.But the SMSF ban is only part of the story. With Sydney auction clearance rates falling to a COVID-era low of 47% and headlines screaming collapse, Reece and Lachlan cut through the noise with the weekly data they track on the ground, revealing the markets within markets that are still recording positive growth while the national narrative says doom and gloom.VALUE BREAKDOWN✅ What the SMSF lending ban actually changes — and why it's less than 1% of lending✅ Why this is really about sentiment, not fundamentals✅ The grandfathering rules and the 60-day window explained✅ Why this is another handbrake on the mum-and-dad investor✅ Sydney and Melbourne: what 47% clearance rates really tell you✅ Markets within markets — why the upper quartile is dragging the headline figures✅ Why sub-$1M entry-level property has become the most competitive segment✅ The around-the-grounds data: Perth, Brisbane, Adelaide's first decline of the year✅ Why consumer sentiment just hit a multi-decade low — and who's actually still buying✅ The sophisticated investor mindset: being greedy when others are fearful🕐 TIMESTAMPS00:00 BREAKING: The SMSF lending ban explained01:48 Is this really about helping first home buyers?03:54 Grandfathering and the 60-day window04:41 Spruikers, loopholes and why the Greens pushed this10:31 Will it actually move property prices?13:53 The two-speed economy: Sydney and Melbourne data18:26 Why entry-level property is now the most competitive20:46 Around the grounds: Perth, Adelaide, Brisbane and regionals23:54 Sentiment: the lowest consumer confidence in 50 years27:35 Who's still buying — and the investor mindset that winsAbout The Follio Property PodcastEach week, Reece Beddall and Lachlan Delahunty break down the biggest conversations shaping Australian property. From market cycles to debt, strategy, data, and real-world insights — we make property simple, honest, and practical.📍 Visit Our Website: https://follio.com.au/📩 Contact Us: info@follio.com.au📲 Follow Us on Social:Instagram: https://www.instagram.com/folliopropertypod/TikTok: https://www.tiktok.com/@folliopropertypodSpotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLywLachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/Executive Producer: Jonathan Fernandeshttps://www.linkedin.com/in/jonathan-fernandes-a75a991b2/#SMSFBan #SelfManagedSuperFund #AustralianPropertyMarket #PropertyInvestment #NegativeGearing #SydneyProperty #MelbourneProperty #AuctionClearanceRates #PerthPropertyMarket #PropertyInvestor #FolioPropertyPodcast #FirstHomeBuyer #AustralianHousingMarket2026 #MumAndDadInvestors #PropertyPodcast #SuperannuationAustralia #TwoSpeedEconomy #RealEstateAustralia #PropertyData #ConsumerSentiment

23 de jun de 202631 min
episode How to Invest After The 2026 Budget in Australian Property | Property Experts artwork

How to Invest After The 2026 Budget in Australian Property | Property Experts

Book Your FREE Investment Assessment 👉: https://follio.com.au/contact-us/?utm_source=youtube&utm_medium=video&utm_campaign=ep75📊 National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Ep+75Over 50,000 first-home buyers are now at risk as the Australian property market splits in two. Sydney house prices are falling at the fastest rate in 40 years while Perth continues its 26% annual boom. In this episode, property experts break down exactly what the 2026 Federal Budget means for investors, homeowners, and anyone looking to buy Australian property right now.The Australian property market is experiencing what experts are calling a two-speed economy. Sydney recorded a 0.9% decline in May alone, with auction clearance rates dropping below 50% and investor lending down 6.3%. Melbourne followed with a 0.7% decline, though rental yields at 4.47% are now the highest of any capital city. Meanwhile, Brisbane, Adelaide, and Perth are still posting positive monthly growth, with Perth leading the nation at 1.5% for the month and 26% over the past twelve months. This episode examines where the real estate Australia market is heading for the rest of 2026, which cities present the greatest risk of negative equity, and where the smart property investment opportunities still exist for buyers and investors.Here is exactly what we have covered in the podcast:✅ Sydney's 0.9% monthly decline and why auction clearance rates have fallen below 50% ✅ Melbourne's surprising rental yield lead at 4.47% and what the November election means for investors ✅ Perth's 26% annual growth and whether the market has peaked ✅ Brisbane's affordability ceiling and the risk of a decade-long stagnation ✅ Adelaide's slowing growth trajectory and the forecast for zero or negative movement ✅ How the 2026 Budget impacts first home buyers and investor lending across every capital city ✅ The widening gap between Sydney and Melbourne median house prices and what it signalsTimestamps:0:00 — First Home Buyers at Risk 1:11 — Budget Impact discussion 2:08 — Two-Speed Economy 2:45 — Sydney Auction Clearance Rates3:43 — Investor Lending drop5:49 — Melbourne Market10:25 — Brisbane Affordability Ceiling 13:01 — Perth 26% GrowthAbout The Follio Property PodcastEach week, Reece Beddall and Lachlan Delahunty break down the biggest conversations shaping Australian property. From market cycles to debt, strategy, data, and real-world insights — we make property simple, honest, and practical.📍 Visit Our Website: https://follio.com.au/📩 Contact Us: info@follio.com.au📲 Follow Us on Social:Instagram: https://www.instagram.com/folliopropertypod/TikTok: https://www.tiktok.com/@folliopropertypodSpotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLywLachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/Executive Producer: Jonathan Fernandeshttps://www.linkedin.com/in/jonathan-fernandes-a75a991b2/If you enjoy the episode, hit Like, Subscribe, and Comment to support the channel and join the conversation.#realestateaustralia #propertyinvestmentaustralia #housingmarketaustralia #australianpropertymarket #sydneypropertymarket #firsthomebuyersaustralia

18 de jun de 202617 min