The Investor Exchange

Our last year’s episode commences with a discussion on a report regarding the Australian Retirement System and the Three Pillars of Australia’s entire retirement system, which was compiled by a group of independent experts and commissioned by the Government. Following that Joel provides an update on the Share market and how the market performance over the past couple of months has been relatively benign. Finally, Brett tells us about South-East Queensland Residential Property Market and how Brisbane continues to be an attractive option for prospective buyers despite rising median prices.

This Week’s Investor Exchange Round Table Covered:

* Three Pillars of the Retirement System: In our first segment, Louis talks about a report put together by a group of independent experts, commissioned by the Government itself highlighting the Three Pillars of the Retirement System: Age Pension, compulsory Superannuation Payment System, and Voluntary savings made by the people. He further talks about the purpose of analysing this system and the findings of this report.

* Stock Market Update: In our second segment, Joel provides an update on the market and how it’s been performing over the last couple of months. He further talks about how stocks break out and instead growing higher, they are showing signs of a more consistent sideways move. He further talks about a research report by Kelly Cox and how it states that this year has been the most consistently positive year in history despite the pandemic and its effects.

* Property market Update: In our final segment, Brett talks about the South-East Queensland Residential Property Market and how Brisbane’s median house price has risen over the year and will continue to be an attractive opportunity for prospective buyers given the discrepancies between Melbourne, Sydney and Brisbane’s median house prices.

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Steph, Joel, Louis, and Brett kick off the podcast with a discussion on the ways that we interact with work colleagues as offices are now allowed to have 25% of the total staff back in the office in accordance with the Victorian rules. Brett tells us about the Australian dwelling sizes and the current trends for apartments and house sizes. Following that, Louis tells us about what high-net-worth investors do and the type of assets and investments they hold. Lastly, Joel provides us with an update on the stock market and Australia’s recent recovery in the midst of COVID-19.

This Week’s Investor Exchange Round Table Covered:

* Dwelling Sizes: Brett starts off by informing us of the Australian dwelling sizes which is the biggest in the world and the recent trend which is indicative of a shift from investor style to owner occupier and the factors leading to it.

* High Net Worth Investors: Louis gives an insight into what high-net-worth investors actually do, the types of assets and investments they hold and the factors that differentiate them from the average ordinary investor.

* Stock Market Update: In our final segment, Joel provides an update on the current sentiments prevailing in the stock market and how Australia is officially out of recession and on its way to economic recovery.

Listener Questions:

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This week’s podcast begins with a discussion on the exceptional performance of Victoria and the Victorian government with regard to COVID, prompting states like Queensland to re-open their borders for Victorians. Joel sheds light on report provided by the Australian Financial Review, such as AFR 200 Rich list and the sectors contributing to their wealth. Following that, Louis talks about the strategies used by high-net-worth individuals in their investment plans. Finally, Brett talks about the Victorian State Budget.

This Week’s Investor Exchange Round Table Covered:

* Australian Financial Review: Around this time of the year, the Australian Financial Review, publishes a list of Top 200 wealthiest Australian and the Wealthiest young Australian. Joel talks about the people who made their way onto these lists and how they were able to make significant changes to their net worth, especially in the past year.

* Tax Strategy: In this segment, Louis talks about the strategies employed by high-net-worth individuals in their investment plans. He also informs us that while these strategies might be useful, they also come with certain drawbacks.

* Victorian State Budget: In our final segment, Brett dives deeper into the Victorian State Budget and the changes made to the Stamp duty regime. He highlights the implications of these changes and some industries that might benefit from the real estate industry.

Listener Questions:

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This week’s edition of the investor exchange podcast kicks off with a discussion on the COVID-19 situation in Victoria. It’s been 20 days since Victoria recorded its last case and is on track towards a COVID normal Christmas. Following that, Louis talks about the benefits of holiday for your mental health which in turn impacts our performance in work and in life. Brett takes us through the changes in stamp duty that will soon be in place home buyers soon and breaks down what the costs and benefits will be. Finally, Joel provides a share market update and highlighting the current situation in the United States.

This Week’s Investor Exchange Round Table Covered:

* How To Plan For Your Upcoming Holidays: The people who have managed to retain their jobs over the course of the pandemic have some extra money at their disposal given their reduced expenses due to the lockdown. He talks about how people are looking forward to getting out of their homes for a vacation and how the government is promoting tourism as well, not just to kickstart the economy but to help improve people’s mental health as well.* Stamp Duty Changes: The New South Wales government recently announced a plan to abolish stamp duty. Given that a significant part of the tax revenue comes from stamp duty, one has to wonder what its implications might be for consumers’ perspective.* Macroeconomic Updates: In our last segment, Joel provides macroeconomic updates and the underlying supply and demand fundamentals supporting the U.S stock market. He also addresses the world’s recovery from the effects of the COVID pandemic.

Listener Questions:

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Joel, Brett and Louis begin the podcast with their take on the controversial outcome of the U.S presidential election. In today’s update, Joel discusses the recent turn in global markets and where the new winners and losers are. Brett updates us on the new changes in property market conditions in the regional area. Lastly, Louis brings with him the latest in superannuation fund performance.

This Week’s Investor Exchange Round Table Covered:

* Market Update: Back in the 2016 election, we witnessed a similar kind of rotation that is currently occurring. Joel dives deeper into the different performance of old-world industries and new world industries in the stock market.* Property Market Update: COVID has prompted an upward trend in regional areas. Brett brings with him data proven forecasts for which areas are forecasted to be the hottest regional property booms.* Superfunds Performance Test: Recently, there has been a renewed Federal Budget announcement that will shift the way superannuation funds have to report their performance. Louis gives you a deep insight into how this new announcement will benefit all Australians.

Listener Questions:

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This week’s episode starts off with a discussion on the United States’ Presidential election and how it is too early to predict the outcome. Following that, Joel provides us with an update on the Stock Market performance during the elections and how the market is pricing in a Biden win. Furthermore, Brett informs us of the new record interest rates announced by the Reserve Bank of Australia and what it means for property owners. Lastly, Louis sheds light on the court proceedings of Rest Superannuation Fund and it’s failures in protecting retirement savings.

This Week’s Investor Exchange Round Table Covered:

* Market Update: Joel informs us of the performance of the US stock market during the Presidential elections. Additionally, we are seeing a good number of stocks starting to set up and break out into all-time highs.* Interest rates: Brett updates us on the announcement by the RBA lowering the interest rates down to a record 0.1%,  the lowest it’s ever been in this country. From the property markets perspective, this makes the property the most affordable that it’s ever been.* Rest Super Fund’s Settlement: Rest super fund is facing a lawsuit for failing to protect retirement savings during periods of financial market crisis. Louis brings us details of the court settlements and the resolution that has come about.

Listener Questions:

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This week’s episode, we welcome a special guest, David Guest from Outcomes Business Group. Joel begins the podcast with an update on the stock market and how it is showing signs of recovery following a period of slump in September. Following that, Brett talks through the price movements and the impact that COVID is continuing to have in property. Self-Managed Superannuation Fund is emerging as an outperforming option, Louis provides you with information on how it will positively impact your retirement. Our special guest David reveals secrets that he’s uncovered from business coaching that may be useful for you to manifest growth in income and growth in your life.

This Week’s Investor Exchange Round Table Covered:

* Market Update: Joel starts off by informing us the market performance where a number of stocks started breaking out in the past few weeks. Given a strong bullish sign, Joel has his portfolio fully invested again after having taken some money off the table back in early September.

* Property Market Update: Despite media reports about potential house price falls, property market throughout the last six months has been relatively flat. Melbourne being the only capital city that actually recorded a price decline of 1%  over the last week.

* Changes in Superannuation: Louis talks through the long-term impacts of new rules imposed on the superannuation system. Furthermore, he points out how individuals can benefit from choosing self-managed superfund.

* Business Coaching: David covers his strategy on helping businesses ‘ growth. His coaching service focuses on enabling businesses to devise sustainable growth strategies by helping them navigate their growth, building their team and getting a plan in place.

Listener Questions:

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Today’s podcast starts off with a quick update on the major events that took place around the world this week. Louis brings to light some of the changes made to the federal budget in comparison to previous years’ budgets and highlights its pros and cons. Brett tells us about the implications of the federal budget on the property market and how first home buyers have a variety of options available for them to enter the market right now. In the last segment, Joel tells us about fusion energy, a new source of energy that has been floating around in the news and its benefits over more conventional sources of energy.

This Week’s Investor Exchange Round Table Covered:

*  Federal Budget Update:  The first segment kicks off with a discussion on the Federal Budget and how the proposed measures will not have a direct impact on people’s personal finances. Furthermore, he informs us of the latest tax cuts, Job Maker scheme and other proposed changes, their longevity and their role in stimulating the economy.

* New Budget’s Impact On Property Market: This years’ federal budget is not expected to have a significant impact on the property market in contrast to previous years. Brett tell us about the incentives the Government is offering to help First Time Buyers to enter the market such as a reduction of First Home Loan Deposit, first homeowners grant and so on, what it entails and what its benefits might be.

* Fusion Energy and its role in our future: Fusion energy is a new topic that has been floating around the news and how we might be closer to attaining it than we thought we were and the doors that it might open for us in the latter half of the century. Joel further tells us about the difference between fusion and fission and how fusion energy might be a reliable, more sustainable source energy for the future.

Listener Questions:

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This week’s episode starts off with a discussion on the first Presidential debate in the United States and Jenny Mikakos leaving the office in Victoria following the Hotel Quarantine debacle and investigation. Furthermore, the group deliberated on the restrictions put in place to prevent the spread of Coronavirus and what steps could have been taken to prevent this situation. Brett sheds light on what and how long it takes for people to enter the property market and save for their first deposit. Louis expands on a topic addressed in the last week’s episode which is the magic number for retirement and what you can do to work towards it.

This Week’s Investor Exchange Round Table Covered:

* Property Market Update: Entering the property market is considerably cheaper now than it was 10 years ago regarding the cost of ownership. Brett provides a breakdown of data explaining how long it would take for individuals to save up the deposit for entering the market and gives first home buyers advice on what to look out for.

* Magic number of retirement: Louis talks about the ideal age for retirement for people and what they can do to get there. He talks about the importance of financial planning with regards to assets, super funds and other key factors and the pivotal role they play in setting and achieving the investment returns that can allow you to retire in peace.

Listener Questions:

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Today’s podcast begins with a discussion on the restrictions that might be lifted in Victoria in the coming weeks. Joel talks to us about the announcement in regard to consumer protection laws that follows the global financial crisis. Brett provides an update on the property market and the impact of the low-interest rate for people who are looking to purchase the property. Lastly, Louis informs us of the factors to be considered when planning our retirement.

This Week’s Investor Exchange Round Table Covered:

* Changes in Consumer Protection Laws: Joel informs us of the recent announcement to the consumer protection laws that are designed to remove unnecessary barriers to the flow of credit to households and small businesses.

* Property Market Update: As the Reserve Bank of Australia has cut the interest rate, it makes buying property now being cheaper than it was in 2010.

* Retirement Planning: Louis emphasizes the importance of knowing your retirement savings goal. He reveals top strategies that professionals employ to help their clients get ahead in the game of retirement planning.

Listener Questions:

Write in to get your investment and wealth management questions answered by Joel, Brett, and Louis.

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