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Teaminvest Wealth Builders
TIP Group / Teaminvest
27 episodes
6 days ago
Estate planning is one of the most important—and most overlooked—aspects of managing a self-managed super fund (SMSF). In this episode, Kerry Fleming is joined by SMSF specialist Meleena Mitchell to break down the essentials of SMSF estate planning, including death benefit nominations, eligible beneficiaries, tax traps, and the practical tools you need to ensure your super goes to the right people, at the right time. If you want to safeguard your legacy and avoid costly mistakes, this episode...
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Investing
Business
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All content for Teaminvest Wealth Builders is the property of TIP Group / Teaminvest and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Estate planning is one of the most important—and most overlooked—aspects of managing a self-managed super fund (SMSF). In this episode, Kerry Fleming is joined by SMSF specialist Meleena Mitchell to break down the essentials of SMSF estate planning, including death benefit nominations, eligible beneficiaries, tax traps, and the practical tools you need to ensure your super goes to the right people, at the right time. If you want to safeguard your legacy and avoid costly mistakes, this episode...
Show more...
Investing
Business
Episodes (20/27)
Teaminvest Wealth Builders
SMSF Estate Planning: Protect Your Super, Protect Your Legacy
Estate planning is one of the most important—and most overlooked—aspects of managing a self-managed super fund (SMSF). In this episode, Kerry Fleming is joined by SMSF specialist Meleena Mitchell to break down the essentials of SMSF estate planning, including death benefit nominations, eligible beneficiaries, tax traps, and the practical tools you need to ensure your super goes to the right people, at the right time. If you want to safeguard your legacy and avoid costly mistakes, this episode...
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6 days ago
17 minutes

Teaminvest Wealth Builders
Investment Principles: Know Yourself, Know Your Investments, Know Your Valuation
What separates successful investors from the rest? In this episode, Kerry Fleming and Sanjee Narendran (Head of Funds Management & Education at TIP Group) break down the three essential investment principles every investor needs: knowing yourself, understanding your investments, and mastering valuation. Whether you’re new to investing or a seasoned pro, this episode will help you build a personal investing framework to navigate market highs and lows with confidence and clarity. Key Topics...
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1 week ago
36 minutes

Teaminvest Wealth Builders
What is Teaminvest? Inside Australia’s Most Powerful Investor Community
What makes Teaminvest so different from other investment groups? In this episode, Kerry Fleming sits down with Sanjee Narendran (Head of Funds Management & Education) to explore the real story behind Team Invest. Discover how a unique blend of expert members, proven research, and collaborative wisdom has created one of Australia’s most successful investor communities—where 600+ members share knowledge, cut through market noise, and build wealth together. Key Topics Covered: The origin sto...
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2 weeks ago
42 minutes

Teaminvest Wealth Builders
Building an SMSF: Choosing the Right Trustee Structure
Thinking about starting a self-managed super fund (SMSF) or optimising your current setup? In this episode, Kerry Fleming is joined by Meleena Mitchell, Head of SMSF at TIP Group, to break down everything you need to know about SMSF trustee structures. Discover the pros and cons of individual vs corporate trustees, how to avoid costly mistakes, and why your choice now can save you time, money, and stress in the future. In this episode: What is an SMSF trustee—and why does it matter?Individual...
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3 weeks ago
17 minutes

Teaminvest Wealth Builders
What Makes a Good Fund? (Part 2): Moats, Risk, and Trustworthiness
What separates a good fund from a great one? In this in-depth episode, Kerry Fleming and Stuart James (Head of Distribution, TIP Group) explore the qualities that make a fund stand out: sustainable moats, robust risk management, and genuine trustworthiness. Learn how to identify high conviction managers, avoid “closet benchmark huggers,” and spot the red flags that matter most. Find out why team stability, transparency, and communication are essential for long-term success—and get practical t...
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1 month ago
34 minutes

Teaminvest Wealth Builders
What Makes a Good Fund? (Part 1): Your Guide to Smarter Fund Investing
How do you choose a great investment fund in a crowded market? In this episode, Kerry Fleming and Stuart James (Head of Distribution, TIP Group) walk you through the key steps for finding, comparing, and evaluating managed funds. Learn how to define your goals, understand asset classes, decode fees, and use essential documents like the PDS and TMD to make informed choices. Plus, download our free Fund Due Diligence Checklist to make your next fund decision even easier! Key Topics Covered: Why...
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1 month ago
25 minutes

Teaminvest Wealth Builders
REVISITED - Beyond the Product: How to Spot Great Investments
In this special repeat episode, Kerry Fleming and Sanjee Narendran reveal why the best investors always look beyond the product to focus on business fundamentals, management quality, and long-term performance. Discover why first-mover advantage is rarely enough, how to spot the difference between a great idea and a great investment, and the Team Invest approach that’s delivered outperformance for over a decade. Key Topics Covered: The myth of first-mover advantage in investingWhy busine...
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1 month ago
28 minutes

Teaminvest Wealth Builders
Understanding Company Management: The Human Factor in Smarter Investing
Company management is often the missing link in investment success. In this episode, Kerry Fleming and Andrew Coleman reveal why leadership, honesty, and culture matter just as much as the numbers—and how to spot the warning signs of poor management before it’s too late. Learn from real-world case studies (Bond, Kodak, Lehman, Forge, Magellan) and get practical tips for using Teaminvest’s management checklist, analysing remuneration reports, and leveraging the wisdom of the crowd to make smar...
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1 month ago
47 minutes

Teaminvest Wealth Builders
Planning Intergenerational Wealth: How to Build a Lasting Legacy for Your Family
How can you ensure your children and grandchildren are truly better off? In this episode, Kerry Fleming and Andrew Coleman explore the essentials of intergenerational wealth planning—from the pitfalls of poor preparation to the power of compounding, education, and family culture. Learn how to maximise your legacy, avoid common mistakes, and start the right conversations today. Key Topics Covered: Why most families don’t plan for wealth transfer—and the risks of leaving it too lateThe three co...
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2 months ago
33 minutes

Teaminvest Wealth Builders
Are We in a Bubble? How to Spot, Survive & Profit from Market Manias
Is Australia in a property or share market bubble? What causes bubbles, how do they end, and how can you protect your investments? In this episode, Kerry Fleming and Howard Coleman (Teaminvest co-founder) break down the history, psychology, and practical realities of bubbles—from tulip mania to today’s tech and property markets. Learn how to avoid the mistakes of “dumb money,” spot bubbles before they burst, and invest wisely even in uncertain times. Key Topics Covered: What defines a financi...
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2 months ago
42 minutes

Teaminvest Wealth Builders
Warren Buffett’s Timeless Investment Principles: Teaminvest’s Approach to Smarter Wealth
In this episode, Kerry Fleming and Sanjee Narendran unpack Warren Buffett and Charlie Munger’s most powerful investment philosophies. Discover how Teaminvest applies these principles—like buying wonderful companies at fair prices, prioritising temperament over intellect, and leveraging the power of community—to help investors achieve long-term success and avoid costly mistakes. Key Topics Covered: Understanding the difference between wonderful and fair companiesThe importance of thorough due ...
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2 months ago
37 minutes

Teaminvest Wealth Builders
Is Superannuation Broken? Hidden Risks and Real Solutions for Australian Investors
With over $3 trillion in superannuation, Australia’s retirement system is the envy of the world—or is it? In this episode, Kerry Fleming and Andrew Coleman expose the risks lurking beneath the surface, from government tax grabs and regulatory blunders to the dangers of index-tracking and market bubbles. Learn why average Australians may be at risk, how the system advantages the wealthy, and what you can do to protect and grow your retirement savings. Key Topics Covered: The three “sharks” cir...
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2 months ago
30 minutes

Teaminvest Wealth Builders
How to Prepare for ASX Reporting Season: Lessons from Howard Coleman
Reporting season is here! In this episode, Kerry Fleming and Teaminvest co-founder Howard Coleman unpack what reporting season means for Australian investors, why preparation is everything, and how Teaminvest’s disciplined, research-driven approach helps members uncover opportunities and avoid traps. Key Topics Covered: The meaning and importance of reporting season for ASX investorsThe “slide rule” mindset: why mental preparation beats blind calculationHow to avoid common mistakes with calcu...
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3 months ago
28 minutes

Teaminvest Wealth Builders
Finding an Investment Philosophy That Works: Sanjee Narendran’s Story
In this episode, Kerry Fleming interviews Sanjee Narendran (Head of Funds Management & Education, Teaminvest) about his journey from stockbroking and business management to discovering a proven, fact-based investment process. Sanjeev shares how his family’s resilience, industry insights, and the power of community shaped his approach to investing—and how Teaminvest’s collaborative model helps members avoid common pitfalls and build lasting wealth. Key Topics Covered: The importance of a p...
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3 months ago
40 minutes

Teaminvest Wealth Builders
The Biggest Investing Mistakes (and How to Avoid Them)
Episode Summary: In this episode, Kerry Fleming and the Teaminvest team tackle the most common (and costly) mistakes investors make—from misunderstanding risk to letting emotions drive decisions. Learn the real definition of risk, how human behaviour can sabotage your portfolio, and the practical strategies you need to stay disciplined, fact-based, and focused on long-term wealth creation. Key Topics Covered: The true meaning of risk for investors Why academic risk definitions don...
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3 months ago
43 minutes

Teaminvest Wealth Builders
Active vs Passive Investing: How to Choose the Right Strategy for Long-Term Wealth
Episode Summary: In this episode, TIP Group CEO Andrew Coleman and Head of Funds and Education, Sanjee Narendran unpack the ongoing debate between active and passive investing. Learn the fundamental differences, the impact of fees and compounding, and how to select the right approach for your goals. Get insights from the latest ASA conference, real-world examples, and practical tips to avoid common traps and build wealth that lasts. Key Topics Covered: What is passive investing? (Index funds...
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3 months ago
30 minutes

Teaminvest Wealth Builders
Diworsification: When Diversification Goes Too Far – Teaminvest Wealth Builders Podcast
Episode Summary: In this episode, we take a critical look at diversification—often called the cornerstone of risk management—and reveal why too much of it can actually hurt your investment returns. Host Kerry Fleming, CEO Andrew Coleman, and Head of Funds Management & Education Sanjee Narendran discuss “diworsification,” the hidden risks of portfolio bloat, and the importance of high-conviction investing for long-term wealth creation. What You’ll Learn: The difference b...
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4 months ago
31 minutes

Teaminvest Wealth Builders
Wealth Winners® and Capital Killers™: Teaminvest’s Proven Process for Smarter Investing
On this episode, we explore the two most powerful concepts in investing—Wealth Winners and Capital Killers. Learn how Teaminvest members use a combination of quantitative and qualitative analysis to identify ASX-listed companies that can materially increase your wealth, and avoid those that could destroy capital. We walk through real-world examples, share the seven key criteria for investment success, and show you how to apply these lessons to your own portfolio. What You’ll Learn: How ...
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4 months ago
36 minutes

Teaminvest Wealth Builders
Teaminvest Wealth Builders Episode 8 - Division 296 tax and your Self Managed Super Fund
Understanding Division 296 Tax: What High Net Worth SMSF Investors Need to Know Division 296 tax is an additional 15% tax on earnings attributed to the portion of your superannuation balance over $3 million. On the surface, this may sound straightforward, but the implications for high net worth individuals, particularly those with self-managed super funds (SMSFs), are far more complex. To unpack the details, we’re joined by Meleena Mitchell, Head of Self-Managed Super Funds at TIP Group. Mele...
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4 months ago
16 minutes

Teaminvest Wealth Builders
Teaminvest Wealth Builders Episode 7 - Partner Mentality Vs Founder Mentality
In this episode, we're unpacking a topic that sits at the heart of long term business success. The difference between a partner mentality and an owner or founder mentality. You'll hear a thoughtful discussion about why the mindset of a company's leadership, whether they see shareholders as true partners or simply as investors, can make all the difference to a business's growth, resilience and culture. We'll explore what it really means for management to act as partners. How this approach cont...
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4 months ago
30 minutes

Teaminvest Wealth Builders
Estate planning is one of the most important—and most overlooked—aspects of managing a self-managed super fund (SMSF). In this episode, Kerry Fleming is joined by SMSF specialist Meleena Mitchell to break down the essentials of SMSF estate planning, including death benefit nominations, eligible beneficiaries, tax traps, and the practical tools you need to ensure your super goes to the right people, at the right time. If you want to safeguard your legacy and avoid costly mistakes, this episode...