The Money Puzzle

The old formula for seeking income in the Australian market is fading: Dividend rates have dropped across the ASX. Yet, recent tax changes mean that investors will want to raise income from local markets.
Hugh Robertson of the Centaur Financial Services group joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
How can I chase income safely?
The income risk ladder - Bonds to high dividend funds
Molino's move on SMSFs - More fees and a 'test'
Is there any escape from the minimum 30 per cent CGT rate?

See omnystudio.com/listener for privacy information.

Property investors are scrambling to sidestep the new property taxes and taking risks in areas they might never have considered before the May Budget.
Rasti Vaibhav of Get RARE Properties joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
The looming black spots for property investors
Hidden dangers of 'new build' negative gearing
A sober read on the reality of commercial property
SMSF residential borrowing is now officially banned

See omnystudio.com/listener for privacy information.

At the top end of the market, Australia's richest investors are deeplyengaged in the AI boom: Some are betting the house on AI, others are fighting to rescue their reputation as AI sweeps through every industry sector.
John Stensholt co-author of 'Tech Bros' the extraordinary story of Atlassian' joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
Rich pickings in an AI bonanza
How Atlassian's 'tech bros' are pivoting towards AI
Wes Maas bets the house on Firmus
Why did Gina Rinehart invest heavily in SpaceX?
See omnystudio.com/listener for privacy information.

The first principles for buying property never change. Whether it's your first home or your first move as an investor, you need a pathway. But following this year's landmark federal budget, it will pay to know where the government is aiming to 'help' and where market distortions could create new risks.
Author and host of the 'Money, Money, Money' podcast, Glen James joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
The quick-start guide to your first property
Looking at the home from an investor perspective
Getting to know the home grants system
Warning on new property after negative gearing changes

See omnystudio.com/listener for privacy information.

The swing towards 'alternative' investing is much more than a fad, it is now a core dimension of most investment portfolios among wealthy investors. But how does the everyday investor get started in this area?
Cathy Ding of the Glory House group joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
The basics of alternative investing
Getting started in private credit and private equity
The enduring role of gold
Advanced alternatives: Royalty streams and coupon notes
See omnystudio.com/listener for privacy information.