Episode
#351: Property Ownership and Mortgage Structuring for Investments to Maximise Wealth Creation
- Published
- Mar 2, 2026
- Duration seconds
- 2966
- Processing state
not_requested
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Summary
In this episode, a great listener question from Brendan sparks the conversation. The Trio take a strategic deep dive into ownership structures, equity release and lender policy, helping investors align tax outcomes, borrowing power and long-term portfolio planning. The Property Trio is: David Johnston, Mortgage Broker - Managing Director of Property Planning Australia https://propertyplanning.com.au/ Cate Bakos, Buyers Advocate - Managing Director of Cate Bakos Property https://www.catebakos.com.au/ Mike Mortlock, Quantity Surveyor - Managing Director of MCG Quantity Surveyors https://www.mcgqs.com.au/ 📩 Got a question you want answered in a future episode? Send it through https://www.propertytrio.com.au/contact-us/ You can find more info about topics covered in today's show here: https://www.propertytrio.com.au/2026/03/02/ownership-structuring-strategy/ And... don't forget our LIVE Podcast Event this week - Thursday 5th March at Latrobe Golf Club - 8 Farm Road, Alphington, VIC. You can access tickets Here .