The Money Puzzle

The queue of listener questions at themoneypuzzle@theaustralian.com.au has been building up. It's time to tackle the task with one of the best advisers in the market.
Hugh Robertson, CEO of Centaur Financial Services joins Associate Editor, James Kirby on this special episode.
In today's show, we cover:
Assessing the Anthropic IPO
The aftermath of the Bathla collapse
CGT post Budget.
Too much of a good thing: the listener overloaded with Google shares
And much, much more
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Most people focus on hitting a dollar figure when it comes to super savings, but a closer look at the system shows a 'sweet spot' for pension access that serves as the crucial issue for most Australians.
Financial adviser, James Gerrard of www.financialadviser.com.au joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
How much should you have in super
Finding the 'sweet spot' for pension access
Avoiding 'the worst of all worlds' where you miss out on easy money
How to assess 'pension boost' products from the big funds

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As trillions of dollars begin transferring to the next generation, is it only a matter of time before Australia joins other nations to tax an inheritance? Morgan Solomon, Director at Solomon Hollett Lawyers joins Julie-anne Sprague, Wealth Editor in this episode.
In today's show, we cover:
The rise of testamentary trusts
The importance of having a will
Estate planning and the great wealth transfer
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It's the age-old question: is an investment property or shares a better investment? The government's tax changes has blown the debate wide open. As Stockspot founder Chris Brycki explains to The Australian's wealth editor Julie-anne Sprague, the numbers are in. His analysis of a $1m property shows investment property owners need to find an extra $11,000 a year just to stay in the same position as they were before.
Read his analysis in The Australian here
In today's show, we cover:
Strategies in diversification
Investing a lump sum or dollar-cost averaging
Tech stock alternatives
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The risks and opportunities of AI become clearer each day, but how do you - the investor - optimise AI while minimising your risks?
Daniel Gara, founder of Vectatech.com.au joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
How to best use AI as an active investor
Securing your data against later use by AI companies
Tackling AI questions to get the answers you need
Anthropic's Claude for financial advisers explained

See omnystudio.com/listener for privacy information.