What School Should Have Taught You

Ep 103: Budget Breakdown: Huge Tax Changes Hitting Property Investors - with Jeremy Iannuzzelli, Walita Zaya & Roma Neupane

12 min · 20 de may de 2026
Portada del episodio Ep 103: Budget Breakdown: Huge Tax Changes Hitting Property Investors - with Jeremy Iannuzzelli, Walita Zaya & Roma Neupane

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Budget Breakdown: Huge Tax Changes Hitting Property Investors    What happens to your investment property and your shares now that the federal budget has dropped? Jeremy Iannuzzelli and the Senior Managers at Praedium Partners, Walita Zaya & Roma Neupane, break down the key tax changes that every Australian investor needs to understand before 1 July 2027.   From the overhaul of negative gearing rules to the seismic shift from the 50% capital gains discount back to the indexation method (a change not seen since Peter Costello scrapped it in 1999), this episode unpacks what the numbers actually look like in real life. Walita walks through exactly which properties are affected and when, Roma explains the new trust tax reality (including the eye-watering double-tax trap in bucket companies), and Jeremy runs a live example showing what the indexation method will cost you compared to the current discount system.   Whether you're holding property, shares, or running assets through a trust or company structure, the landscape is shifting and the decisions you make before July 2027 could have a significant impact on what you keep.     ❓👇🏼Ask your questions using the link below: 👇🏼❓ https://whatschoolshouldhave.com.au/askanyquestion [https://whatschoolshouldhave.com.au/askanyquestion]   Get in touch with Jeremy and his team:  Website: https://www.praediumpartners.com.au/ [https://www.praediumpartners.com.au/]     Disclaimer: This podcast offers general financial information and advice and should not be considered as professional accounting, financial, tax, or legal advice. Listeners should seek personalised guidance from qualified professionals before making any financial decisions.   The opinions expressed by the host, guests, or callers are their own and do not necessarily represent those of the podcast, its sponsors, or affiliates. The podcast does not guarantee the accuracy or reliability of any information provided.   Listeners are responsible for their own financial decisions and should not rely solely on information from this podcast. Participation in the podcast does not establish a professional relationship, and information shared during calls is not confidential.   By listening to this podcast, viewers acknowledge and accept these terms. If you do not agree, please refrain from listening. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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100 episodios

episode Ep 107: Tax Series Structure - with Jeremy Iannuzzelli artwork

Ep 107: Tax Series Structure - with Jeremy Iannuzzelli

Most people spend years building a business without ever asking whether the structure holding it together is working for them or against them.   In this episode, Jeremy Iannuzzelli breaks down the four business structures every Australian operator needs to understand: sole trader, simple, intermediate, and advanced. The difference between getting this right and getting it wrong can be worth hundreds of thousands of dollars.   Jeremy covers what each structure costs to set up, what tax minimisation becomes available, and what level of asset protection each one provides. The cost of restructuring mid-flight can run into tens of thousands or more in capital gains tax and compliance alone. This episode is a must watch before you need to have that conversation. Share it with whoever is building something alongside you.     ❓👇🏼Ask your questions using the link below: 👇🏼❓ https://whatschoolshouldhave.com.au/askanyquestion [https://whatschoolshouldhave.com.au/askanyquestion]     Get in touch with Jeremy and his team:  Website: https://www.praediumpartners.com.au/ [https://www.praediumpartners.com.au/]     Disclaimer: This podcast offers general financial information and advice and should not be considered as professional accounting, financial, tax, or legal advice. Listeners should seek personalised guidance from qualified professionals before making any financial decisions.   The opinions expressed by the host, guests, or callers are their own and do not necessarily represent those of the podcast, its sponsors, or affiliates. The podcast does not guarantee the accuracy or reliability of any information provided.   Listeners are responsible for their own financial decisions and should not rely solely on information from this podcast. Participation in the podcast does not establish a professional relationship, and information shared during calls is not confidential.   By listening to this podcast, viewers acknowledge and accept these terms. If you do not agree, please refrain from listening. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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episode Ep 106: Home Loans & Asset Protection Explained for Couples - with Jeremy Iannuzzelli, Shanil Lal, & Scott Lung artwork

Ep 106: Home Loans & Asset Protection Explained for Couples - with Jeremy Iannuzzelli, Shanil Lal, & Scott Lung

Buying a home as a couple but one of you runs a business? Here’s what you need to know.   Jeremy Iannuzzelli is joined by experts Shanil Lal and Scott Lung to answer a listener question from a couple navigating their first home purchase.   They break down key considerations when one partner is a business owner and the other is a PAYG employee, including asset protection, loan structures, and risk management. The discussion covers why some couples choose to hold property in one name, how guarantor arrangements actually work, and whether you really need to be on the title to be on the loan.   Whether you’re just starting your property journey or planning for long term security, take the time to understand your options and protect your assets.   Use what you’ve learned here to have informed conversations with your partner, your mortgage broker, and your legal advisor before making any decisions.     ❓👇🏼Ask your questions using the link below: 👇🏼❓ https://whatschoolshouldhave.com.au/askanyquestion [https://whatschoolshouldhave.com.au/askanyquestion]     Get in touch with Jeremy and his team: Website:  https://www.praediumpartners.com.au/ [https://www.praediumpartners.com.au/]   Scott Lung: Website: https://koalafinancial.com.au/ [https://koalafinancial.com.au/]   Shanil Lal: Website: https://www.runnymedelawyers.com.au/ [https://www.runnymedelawyers.com.au/]     Disclaimer: This podcast offers general financial information and advice and should not be considered as professional accounting, financial, tax, or legal advice. Listeners should seek personalised guidance from qualified professionals before making any financial decisions.   The opinions expressed by the host, guests, or callers are their own and do not necessarily represent those of the podcast, its sponsors, or affiliates. The podcast does not guarantee the accuracy or reliability of any information provided.   Listeners are responsible for their own financial decisions and should not rely solely on information from this podcast. Participation in the podcast does not establish a professional relationship, and information shared during calls is not confidential.   By listening to this podcast, viewers acknowledge and accept these terms. If you do not agree, please refrain from listening. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

10 de jun de 202610 min
episode Ep 105: Splitting Property During Separation? Here’s What You Need to Know - with Jeremy Iannuzzelli, Shanil Lal, & Scott Lung artwork

Ep 105: Splitting Property During Separation? Here’s What You Need to Know - with Jeremy Iannuzzelli, Shanil Lal, & Scott Lung

Splitting Property During Separation? Here’s What You Need to Know     What actually happens to your property and finances during a separation?   Jeremy Iannuzzelli is joined by Shanil Lal and Scott Lung to unpack the financial and legal challenges that come with separating assets.   The episode centres around a real listener scenario, exploring what happens to jointly owned property, borrowing capacity and loan responsibilities when a relationship breaks down.   Scott discusses refinancing challenges and the importance of keeping up repayments, while Shanil explains binding financial agreements and asset transfers. Jeremy outlines key tax implications, including capital gains tax on investment properties.   The conversation highlights the importance of getting the right professionals involved early, with a clear focus on avoiding costly mistakes and navigating separation with a structured plan.     ❓👇🏼Ask your questions using the link below: 👇🏼❓ https://whatschoolshouldhave.com.au/askanyquestion [https://whatschoolshouldhave.com.au/askanyquestion]     Get in touch with Jeremy and his team: Website:  https://www.praediumpartners.com.au/ [https://www.praediumpartners.com.au/]   Scott Lung: Website: https://koalafinancial.com.au/ [https://koalafinancial.com.au/]   Shanil Lal: Website: https://www.runnymedelawyers.com.au/ [https://www.runnymedelawyers.com.au/]       Disclaimer: This podcast offers general financial information and advice and should not be considered as professional accounting, financial, tax, or legal advice. Listeners should seek personalised guidance from qualified professionals before making any financial decisions.   The opinions expressed by the host, guests, or callers are their own and do not necessarily represent those of the podcast, its sponsors, or affiliates. The podcast does not guarantee the accuracy or reliability of any information provided.   Listeners are responsible for their own financial decisions and should not rely solely on information from this podcast. Participation in the podcast does not establish a professional relationship, and information shared during calls is not confidential.   By listening to this podcast, viewers acknowledge and accept these terms. If you do not agree, please refrain from listening. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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episode Ep 104: 2027 Property Hotspots Revealed - with Jeremy Iannuzzelli, Greg Willmott, & Jonathan Roy artwork

Ep 104: 2027 Property Hotspots Revealed - with Jeremy Iannuzzelli, Greg Willmott, & Jonathan Roy

2027 Property Hotspots Revealed     Where are smart investors actually buying as the market shifts into 2026?   Jeremy Iannuzzelli is joined by Greg Willmott and Jonathan Roy from DealSource to break down the key trends shaping the property market. They unpack the shift in buyer sentiment, why investors are moving away from more mature markets, and what’s driving demand in more affordable price points.   The conversation explores what makes a market worth considering, the importance of fundamentals, and how to identify areas with genuine long term potential. It also highlights the risks of following hype-driven markets and reinforces the need for a clear, strategic approach when making your next move.   So, if you’re planning your next move, make sure you’re basing it on strategy, not noise because the right decision now can shape your portfolio for years to come.     ❓👇🏼Ask your questions using the link below: 👇🏼❓ https://whatschoolshouldhave.com.au/askanyquestion [https://whatschoolshouldhave.com.au/askanyquestion]   Get in touch with Jeremy and his team: Website:  https://www.praediumpartners.com.au/ [https://www.praediumpartners.com.au/]   Get in touch with Greg and Jonathan: Website: https://www.dealsource.com.au/ [https://www.dealsource.com.au/]     Disclaimer: This podcast offers general financial information and advice and should not be considered as professional accounting, financial, tax, or legal advice. Listeners should seek personalised guidance from qualified professionals before making any financial decisions.   The opinions expressed by the host, guests, or callers are their own and do not necessarily represent those of the podcast, its sponsors, or affiliates. The podcast does not guarantee the accuracy or reliability of any information provided.   Listeners are responsible for their own financial decisions and should not rely solely on information from this podcast. Participation in the podcast does not establish a professional relationship, and information shared during calls is not confidential.   By listening to this podcast, viewers acknowledge and accept these terms. If you do not agree, please refrain from listening. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

27 de may de 202613 min
episode Ep 103: Budget Breakdown: Huge Tax Changes Hitting Property Investors - with Jeremy Iannuzzelli, Walita Zaya & Roma Neupane artwork

Ep 103: Budget Breakdown: Huge Tax Changes Hitting Property Investors - with Jeremy Iannuzzelli, Walita Zaya & Roma Neupane

Budget Breakdown: Huge Tax Changes Hitting Property Investors    What happens to your investment property and your shares now that the federal budget has dropped? Jeremy Iannuzzelli and the Senior Managers at Praedium Partners, Walita Zaya & Roma Neupane, break down the key tax changes that every Australian investor needs to understand before 1 July 2027.   From the overhaul of negative gearing rules to the seismic shift from the 50% capital gains discount back to the indexation method (a change not seen since Peter Costello scrapped it in 1999), this episode unpacks what the numbers actually look like in real life. Walita walks through exactly which properties are affected and when, Roma explains the new trust tax reality (including the eye-watering double-tax trap in bucket companies), and Jeremy runs a live example showing what the indexation method will cost you compared to the current discount system.   Whether you're holding property, shares, or running assets through a trust or company structure, the landscape is shifting and the decisions you make before July 2027 could have a significant impact on what you keep.     ❓👇🏼Ask your questions using the link below: 👇🏼❓ https://whatschoolshouldhave.com.au/askanyquestion [https://whatschoolshouldhave.com.au/askanyquestion]   Get in touch with Jeremy and his team:  Website: https://www.praediumpartners.com.au/ [https://www.praediumpartners.com.au/]     Disclaimer: This podcast offers general financial information and advice and should not be considered as professional accounting, financial, tax, or legal advice. Listeners should seek personalised guidance from qualified professionals before making any financial decisions.   The opinions expressed by the host, guests, or callers are their own and do not necessarily represent those of the podcast, its sponsors, or affiliates. The podcast does not guarantee the accuracy or reliability of any information provided.   Listeners are responsible for their own financial decisions and should not rely solely on information from this podcast. Participation in the podcast does not establish a professional relationship, and information shared during calls is not confidential.   By listening to this podcast, viewers acknowledge and accept these terms. If you do not agree, please refrain from listening. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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