The markets are overheating : Records are being made on the ASX while profits are actually falling. As we inch towards the most dangerous time of the year for the share market, you should be rebalancing your investment portfolio.

Adviser and family office chair, Dr Doug Turek joins Associate Editor - Wealth, James Kirby, in this episode.

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In today's show, we cover:

• Rebalancing time - whether you like it or not
• The alternatives to shares...especially gold
• A very obvious way to avoid the new super tax 
• Could the AI boom throw up a new Enron?

 

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2025 started slowly for house prices - and the absence of a second rate cut mid -year might have cooled sentiment - but economists are now upgrading their forecasts as prices move significantly higher.Bank of Queensland is now calling a 6 per cent price increase for houses across the nation this year and next year.

Peter Monckton, chief economist at Bank of Queensland joins Associate Editor - Wealth, James Kirby in this episode.

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• In today's show, we cover:Property prices get upgraded...but it's only for houses
• Will apartments catch up this time?
• The cities set to rebound
• Why is negative gearing on shares shunned? 

 

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The extensive wealth of triple murderer Erin Patterson is almost certain to now be the subject of claims from the estates of her victims: The extraordinary story highlights some key changes in the world of wills and inheritance. 

In today's show, we cover:

• Rich from inheritance, Erin Patterson now set to face money claims 
• The rapidly changing rules for wills and inheritance
• Why Wills left on iphones will become more common 
• What you need to know about inheriting super

Lawyer and financial adviser Chris Hill of Inherit Australia joins Associate Editor Wealth, James Kirby in this episode.

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If buying off the plan property is so long associated with later problems, why do investors ever do it?
Today we take a look at the value proposal offered by off the plan property with its discounts, tax breaks and guarantees...

In today's show, we cover...

• The best and worst of off the plan investments
• Who is offering the guarantee?
• Buying through Self-Managed Super funds
• A listener wants to construct their own index fund.

James Gerrard of www.financialadviser.com.au joins Associate Editor - Wealth, James Kirby in this episode 

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Is it the end of the US markets as we once knew them? No way! But the US dollar is fading and that creates a major shift in global investment markets.For Australian investors it's time to hedge and it's also time to look at two key investments you may not have considered until now.   

Will Hamilton of Hamilton Wealth Partners joins Associate Editor - Wealth, James Kirby in this episode.

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In today's show, we cover:

• Gold...the outlook from here 
• Emerging Markets present an opportunity
• Are European shares really going to pay at last?
• Is there an inheritance tax on super or not? 

 

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Rates are falling, demand is strong and rental vacancy levels remain at rock bottom: No wonder auction clearance rates across Australia are returning to normal. What happens next? It's looking like we are at the start of a rebound.

Louis Christopher, managing director of the SQM Research Group joins Associate Editor - Wealth,  James Kirby in this episode.

In today's show, we cover:

• Why property experts believe a recovery in the property market is underway 
• Will Melbourne come to the party?
• Brisbane's Olympic run-up
• New super tax casts a cloud on SMSF property investment 
  
  

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Is it really this easy? You buy a share market index fund and it goes up by 10 per cent every year.....Hmm...Well, actually, the ASX 200 index is comprised of 50 per cent banks and miners: When they rise together, an index fund will fly high. But if the going gets tough, your share portfolio will not be as diversified as you may think. What's more, major problems are forming in the market where enormous amounts of money are pouring into stocks often because ETF algorithms are blindly following market momentum...how will it end?

Adviser Jack Tossol from the Partners Wealth Group joins Associate Editor - Wealth, James Kirby, in this episode.

In today's show, we cover...

• The hidden dangers of index funds
• Polluting the pond - New wave ETFs reintroduce risk
• Ethically oblivious passive investing
• Sophisticated investor rules should be scrapped
  
  

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It's the first week of the new financial year: Time to reset your portfolio for the year ahead. Hot share markets, patchy property prices and new rules for super: You need to get up to speed but more than that, you need to stick with your investment principles.

Author Noel Whittaker joins Associate Editor - Wealth, James Kirby in this episode

In today's show, we cover:

• Property - Challenging the positive outlook 
• After double-digit returns for shares, prepare for the Black Swan
• Yes, Super rules are changing, but be careful, don't overreact!
• Crypto - This sceptic remains...ahem, very sceptical 
  
  

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Our recent show on crypto, which was openly sceptical about Bitcoin, triggered a storm of response from listeners who believe Bitcoin is a very worthy asset.
Today, we hear another point of view: AMP recently invested $27m in Bitcoin and that decision has returned around 40 per cent in profits.

In today's show, we cover...

• The bull case for Bitcoin from a mainstream investor
• Must you understand something to invest in it?
• The widening 'use case' for crypto
• FY 2025 investment wrap - too good to be true?

Shane Oliver, chief economist at AMP joins Associate Editor- Wealth, James Kirby in this episode 

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The residential property market is about to be split into very clear segments thanks to a wave of generous home loan incentives. For investors, there is a clear opportunity here: Competition will be slim and values will improve in the market categories just above the incentive thresholds. In fact, the government has usefully provided a guide to how and where the opportunities will arise.

Cameron Kusher of Kusher Consulting joins Associate Editor, Wealth James Kirby.

In today's episode, we cover:

* The new opportunity for investors in a distorted market 
* Queensland takes the prize for loan incentives with a 2% deposit scheme
* The bad news for those waiting for the apartment gap to narrow 
* Capital Gains and Land tax tipped as new tax targets 

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