The Money Puzzle

Investors are fully stretched trying to keep up with a remarkable period for markets as a record number of Australians make a 50 per cent profit on the SpaceX IPO, while at home the Treasurer announces the first major Budget backflip with a carve out for testamentary discretionary trusts.

Hugh Robertson of Centaur Financial Services joins Associate Editor, James Kirby in this episode.

In today's show, we cover:

• How the SpaceX bonanza changes Australian share investment forever
• CGT changes: Can the system handle the changeover?
•  Trust backflip - A sensible solution
• Will new homes become the hottest thing in property?

 

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With negative gearing soon to be restricted to new buildings, property economics in the Australian market have been turned upside down: Until very recently, the outer suburbs were the last place investors looked for opportunity. But in the months ahead, the outer suburbs look set to become the new 'hot spot' of the wider market.

Anissa Cavallo of Eda Property joins Associate Editor James Kirby in this episode.

In today's show, we cover:

• Negative gearing never dies, it just moves to the suburbs
• Investors still confused over CGT...but it's simple, you will pay more
• Retirees face a tough choice as forced sellers face a soft market
• So what constitutes a 'new building' under the Budget changes? 
  
  

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SpaceX lists today (June 12) and will be followed by two more AI mega-IPOs: OpenAI and Anthropic. Collectively valued at more than $US3.5 trillion, every index fund on the planet will be forced to buy them.

Stockspot founder Chris Brycki joins The Australian's Wealth Editor Julie-anne Sprague to discuss whether this is the opportunity of a generation or the most expensive bag-hold in history.

• The mega float moment: What the SpaceX, OpenAI, and Anthropic listings mean for your portfolio
• ETFs vs. stock picking in a concentrated market
• The ASX's innovation gap and why Australian investors can't afford a home-market bias
• The CGT shake-up and what it means for your investments

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Many Australians move abroad to earn more money - or at least that's the plan - but it doesn't always work out unless you do your homework first. Likewise, Australians returning from overseas can hit tangles with the ATO unless they think the whole project through very thoroughly.

Brett Evans, the Dubai-based MD of Atlas Wealth Management, joins Associate Editor - Wealth, James Kirby, in this episode.

In today's show, we cover:

•  How you and your money should move overseas
• The hidden cost of being an expat
• The best way to bring money back (including pensions).
• Is your bank giving you the best deal on international transfers?
  
  

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On average, women retire with 25% less superannuation than men, and one in ten have no super account at all. While you might assume this is purely down to career breaks, evidence shows the disparity starts much earlier - with females under 18 already trailing their male peers. What is really driving this, and what steps can women take to supercharge their savings?

Gemma Dale, head of investor behaviour at NAB Trade joins associate editor James Kirby.

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Do you speak the language of money? If you - or anyone close to you - cannot understand what the investment market is telling them, there can be a high price to pay.

Investment commentator and Ecstra Foundation chair, Paul Clitheroe joins Associate Editor, James Kirby in this episode.

In today’s show, we cover:

• Financial literacy, why it’s crucial and why Australia is struggling to keep up
• ‘Swim between the flags’ the simple success formula for managing money 
• Why ‘financial capability’ is the way forward for investors 
• A road map for financial literacy success 

 

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As a property investor, you may already know the usual tax breaks for properties, like negative gearing, but did you know there are ways to boost your cash flow and tax deductions?

'Mr Taxman' Dr Adrian Raftery author and tax adviser joins Associate Editor, James Kirby in this episode.

In today’s show we cover:

• The benefits of using a PAYG withholding variation
• Strategies for claiming depreciation
• What’s deductible and what isn't?
• Repairs vs Improvements on the holiday rental

Please note: this episode was recorded before the recent Federal Budget; check current rules given the slated 2027 changes.

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The Federal Budget will be a landmark moment for investors if it all goes through parliament as planned. Investors need to know what happened but also... what might happen next.

Liam Shorte of Sonas Wealth joins Associate Editor James Kirby, in this episode 

In today's show, we cover:

•  CGT changes and your share portfolio
• A surprise boost for gold investors
• The new attraction of the family home
• Negotiables? Budget measures that may be up for review

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Property investors are trying to piece together the cumulative effect of the bad news in the Budget.
How much will the combined CGT changes and negative gearing clampdown hit returns? For the everyday investor with the average established investment property the expected internal rate of return is set to plunge from 11 per cent to 8.4 per cent.

Stuart Wemyss of the ProSolution Private Office group joins Associate Editor, James Kirby in this episode.

In today’s show, we cover:

• How to tackle the tax challenge for property investors
•  Warning... Get your property revalued
• How come so few investors negatively gear new properties?
• New tax games emerge with exemptions from the new rules 

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The 2026 Budget has introduced the biggest tax changes seen in decades: Every investor in Australia will be affected by the measures. Here's what you need to know...and what to do.

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

In today's show, we cover:

• The Capital Gains Tax changes:
• How negative gearing works from here
• Goodbye to the good old days for family trusts 
• Self Managed Super Funds - If you don't have one, think again...

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