# #351: Property Ownership and Mortgage Structuring for Investments to Maximise Wealth Creation

Page: https://stenobird.com/podcast/the-property-trio-formerly-the-property-planner-buyer-and-professor-1182693/351-property-ownership-and-mortgage-structuring-for-investments-to-maximise-wealth-creation
Text version: https://stenobird.com/podcast/the-property-trio-formerly-the-property-planner-buyer-and-professor-1182693/351-property-ownership-and-mortgage-structuring-for-investments-to-maximise-wealth-creation.md
Podcast: [The Property Trio (formerly The Property Planner, Buyer and Professor)](https://stenobird.com/podcast/the-property-trio-formerly-the-property-planner-buyer-and-professor-1182693)
Published: 2026-03-02T10:46:40+00:00
Episode link: https://www.propertytrio.com.au/2026/03/02/ownership-structuring-strategy/
Audio file: https://api.spreaker.com/download/episode/70385192/pt_ep_351_edited_property_ownership_and_mortgage_structuring_for_investments_to_maximise_wealth_creation.mp3
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Duration seconds: 2966

## Resource

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 .

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## Transcript

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