The Generation Z perspective
The Money Puzzle
by The Australian
20h ago
What does the property market look like to Gen Z? The generation born after 1997 that takes a one percent vacancy rate as 'normal'; The people who get 100 applicants for a spare bedroom in a shared house. They have a different story but it is a story we all need to know. In today's show we cover: The realities of property investment for Gen Z Exploring the opportunities of being a 'rentvestor'* Using super for buy a home Is the office sector rout over? Sarah Petty real estate reporter for the News Ltd network joins wealth editor James Kirby in this episode. See omnystudio.com/listener f ..read more
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HECs... something's gotta give
The Money Puzzle
by The Australian
5d ago
The average HECs student debt is now $26,500 and rising rapidly. Once upon an inflation-free time HECs hardly mattered, now it matters a lot. Worse still, the way HECs is managed by the government is antiquated and unfair to former students. Meanwhile, banks use the debt to reduce your borrowing capacity. No wonder there is a push to change the process.  In today's show we cover: Why more than 200,000 people are pushing for change in student debt How to manage your HECs situation  Expanding an SMSF to include six people Is leasing an electric car a better way to go? Advisor James ..read more
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Will the rate cut delay stall the property market?
The Money Puzzle
by The Australian
1w ago
As the economists continue to push their rate cut forecasts further out, it is now distinctly possible we will not see interest rate cuts this calendar year. What does it mean for the property market and your borrowing plans? In today's show we cover: The reality of higher-for-longer interest rates Will commercial property problems spill over into the residential sector Searching for multi-asset funds outside of super Getting to know the 'six year' CGT primary residence exemption rule. Dr Doug Turek of Minchin Moore Private Wealth joins wealth editor James Kirby in this episode  See omn ..read more
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July 1 tax and super changes - what you need to do
The Money Puzzle
by The Australian
1w ago
It might be hard to believe but the key numbers for both personal tax and super contributions are going to change again on July 1 2024 - Now is the time to make your plans. In today’s show, we cover: How to position for lower personal tax rates Catching up with planned super contribution changes Investing based on demographics  Do share market index funds offer diversification any longer? Financial adviser James Gerrard joins wealth editor James Kirby in this episode  See omnystudio.com/listener for privacy information ..read more
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How Under 35s Can Crack the First Home Market
The Money Puzzle
by The Australian
2w ago
It's the biggest financial challenge for the new generation - how to get a toehold in the property market.  In today's episode we cover   The first steps towards buying a property Considering the 'rentvest' strategy Should super be available to home buyers Getting to know the '6-year rule' for your home and CGT  John Pidgeon of Solvere Wealth and the This is Money podcast joins Wealth Editor James Kirby in this episode  See omnystudio.com/listener for privacy information ..read more
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Roger Montgomery's Four Stock Picks
The Money Puzzle
by The Australian
2w ago
The ASX just hit a new record and the markets are on a roll: So what should investors be looking for? AI-themed technology stocks and - believe it or not - consumer discretionary companies, says fund manager Roger Montgomery.   In today's episode, we cover:  Why is the share market on a bull run? AI hopefuls - Macquarie Technology and Megaport  Consumer favourites - Lovisa Jewellery and ARB  Does Bunnings have too much power? Fund manager Roger Montgomery of Montgomery Investment Management joins wealth editor James Kirby in this episode  See omnystudio.com/listener ..read more
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Mythbusting The Promise of Positive Gearing
The Money Puzzle
by The Australian
3w ago
The promise of the investment property that 'pays for itself' is all too common in the property market and all too difficult to locate in practice. Is positive gearing feasible with high rates and low rental yields?  In today's show we cover: Positive gearing - The fading prospect Bad behaviour among buyers advocates Using Federal and State home buyer grants in tandem When advice lets you down  Real estate advisor Cate Bakos joins wealth editor James Kirby in this episode.   See omnystudio.com/listener for privacy information ..read more
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Should you always pay down the mortgage first?
The Money Puzzle
by The Australian
1M ago
For a long time it was a golden rule among financial advisers to pay down your mortgage before any other investment consideration. Well, not any longer…for some investors putting money into super should come first. In today’s show we cover… Mortgage payments versus super contributions  Selling a property without using a real estate agent Should you self insure ? Playing house with CGT exemptions and negative gearing   Financial adviser Bruce Brammall joins wealth editor James Kirby in this episode  See omnystudio.com/listener for privacy information ..read more
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Who's Who On The New Rich List?
The Money Puzzle
by The Australian
1M ago
The annual Rich 250 has just been released with a whole new crew of debutants pushing the incumbents of previous generations to one side.  In this episode, we cover: The new network of tycoons emerging across Australia The crypto king building the most expensive house...ever...in Australia Two sisters who saved Blundstone boots and made a fortune The Australian with a $2 billion empire in Estonia   John Stensholt editor of The List - Australia’s Richest 250 joins Wealth Editor James Kirby in this episode.  See omnystudio.com/listener for privacy information ..read more
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How To Invest Like The Future Fund
The Money Puzzle
by The Australian
1M ago
The Future Fund's consistently strong returns and its big exposure to so-called 'unlisted assets' have captured the interest of many investors. But, until very recently, most investors could not get access to unlisted assets and were restricted to listed securities such as shares and managed funds. Usefully, things are changing - today we take a serious look at unlisted assets.  In this episode we cover  Introducing the risk spectrum of unlisted assets  Accepting a 5-7 year wait for unlisted returns Water rights, forestry schemes and new agribusiness opportunities Why do retire ..read more
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