The Money Puzzle

The numbers don't lie: The ASX did 3 per cent over the 12 months to June, and the S&P 500 did 20 per cent. Unless - like a big super fund - you had half your portfolio invested offshore, the chances are you underperformed in FY2026.
Marc Jocum, investment strategist at GlobalX ETFs, joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
* Wall Street smashes the ASX...again
Why Big Super funds probably beat your SMSF
Which ETFs investors are buying for the year ahead
What the hell happened at CSL?

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Sweeping changes to Capital Gains Tax, Negative Gearing and Self-Managed Super Funds are confronting investors. How will they affect you?
Stuart Wemyss from the ProSolution Private Clients group joins associate editor, James Kirby on this episode of the Money Puzzle podcast.

In today's special episode, we cover:
How will the CGT changes work?
Winners and losers in negative gearing
Getting around the SMSF borrowing ban
How a tiny government pension can offer a big tax break
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The government has made sure that superannuation investors did not entirely escape the investment tax overhaul: Is it still the relative winner as parliament prepares to sign off the Budget?
Adviser James Wrigley of First Financial joins associate editor James Kirby in the episode.
In today's show, we cover:
What you need to know about super post-Budget
A way you can still borrow and use your SMSF to buy property
Investment bonds get another leg up from the government
New twist for new super tax

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Already reeling from a lift in CGT tax and a ban on negative gearing for existing properties, the Government is set to give the property market one last punch with a looming ban on borrowing inside Self Managed Super Funds.
Beau Arfi of the Maple Property Group joins Associate Editor James Kirby in this episode.
In today's show, we cover:
Not finished with you yet - investors prepare for SMSF property clampdown
How the SMSF ban creates another privileged set of investors
Moving offshore - Why this property professional is switching attention to NZ
Deducting your body corporate fees

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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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