Investopoly

Q&A: Helping family, CGT savings in super, asset protection and more...


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In this episode, Stuart addresses a variety of listener questions covering topics like helping family members plan for retirement, understanding the tax implications of superannuation options, and the intricacies of asset protection in personal and business relationships. He explores strategies to assist parents with low financial literacy, including structuring their business for tax savings and leveraging super contributions effectively.

Stuart delves into the nuances of capital gains tax in superannuation, comparing pooled and non-pooled investment options, and their impact on long-term returns. He also tackles questions about active fund management versus index options, providing an evidence-based perspective on the viability of high-fee strategies.

The episode includes a deep dive into asset protection for business owners, focusing on safeguarding assets against risks from personal and business relationships. Stuart also weighs in on the timeless debate between investing in property or shares, addressing tax implications, long-term returns, and the role of leverage in wealth creation.

Whether you're navigating family financial support, fine-tuning your super strategy, or protecting your business assets, this episode offers valuable insights and actionable advice. Don’t miss this engaging discussion!

Do you have a question? Email: [email protected] or for a faster response, post a comment on the episode's video over on YouTube: https://www.youtube.com/@investopolypodcast/podcasts

If you're interested in working with my team and me, discover how we can work together here: https://prosolution.com.au/prospective-client/

If this episode resonated with you, please leave a rating on your favourite podcast platform.

Subscribe to my weekly blog: https://www.prosolution.com.au/stay-connected/

Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog: https://prosolution.com.au/books/

DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/

IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

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InvestopolyBy Stuart Wemyss

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