The Money Puzzle

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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Australian investors have fully embraced Exchange Traded Funds. Now, as the gap between managed funds and index funds narrows, investors want to know what's next on the menu?

Daniel Shrimski, CEO of Vanguard Australia joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
The changing shape of ETFs
Industry leaders warn on CGT changes
Vanguard's ISA plan for Australia
The ETF dilemma - Selling a stock that's done too well

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Investment property and high-dividend-paying shares are about to get a tax hit in the Budget: So, it's the perfect time to look wider for the active investor.
Jack Tossol of the Partners Wealth Group joins Associate Editor - Wealth, James Kirby, in this episode.
In today's show, we cover:
The persistence of private equity
How 'growth' shares get hit with planned CGT changes
Are start-ups really disadvantaged in the tax system?
How to find the purchase price of very old shares
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