Inheritance tax: Has something changed?

Former AFL star Chris Judd has become a fund manager specialising in 'small cap' stocks: No surprise, he's got some clear views on the share market and what investors should be doing as higher interest rates loom. Chris Judd of the Cerutty Macro Fund joins Associate Editor - Wealth, James Kirby, in this episode .In today's show, we cover: The share market according to Chris Judd  How Judd's Cerutty Macro Fund finds stocks The stocks he is concentrating on in 2026 A once-in-blue-moon Money Puzzle footy tip!  See omnystudio.com/listener for privacy information.

"Rentvesting' is increasingly popular where wannabe home owners move first to buy a rental property and later to use their accumulated equity to buy 'a forever family home.' But putting some of your capital into the sharemarket, rather than the property market may be much more lucrative...and even better if CGT tax is raised in the near future. Author Jacqui Clarke, Your Personal CFO joins associate editor, James Kirby on this podcast episode. In today's show, we cover: Rentvesting  - It takes longer than you think CGT changes - How they will impact house prices, according to CBA Fixed rate mortage break costs - The bank that is not charging at all Medicare Levy Surcharge...watch out for this trap  See omnystudio.com/listener for privacy information.

These are very early days in the Iran war and the impact on share markets is far from clear. But already we can see there is upward pressure on interest rates around the world, there is also a clear risk of an inflation spike due to oil supply. Will Hamilton of Hamilton Wealth Partners joins Associate Editor, James Kirby in this episode. In today's show, we cover: Why the Iran war will push rates higher The bull market for global shares is now under serious pressure How AI is especially vulnerable to increased energy prices Private credit is a flash point in a volatile market  See omnystudio.com/listener for privacy information.

Though 80,000 investors own more than two negatively geared properties, the reaction to news that the government is planning to ‘cap’ the tax break has been low-key. Perhaps that’s because losing money on an investment property should not be the first aim of an investor. Jarrod McCabe of the Wakelin Advisory Group joins Associate Editor, James Kirby in this episode In today’s show, we cover: How will a negative gearing cap affect the market? Finding value where first-home buyers have reached their limits Can Adelaide hang on to its promotion as a top investor location? Defence site sales loom across the nation See omnystudio.com/listener for privacy information.

Everyday investors have been heavily sold private credit funds as an alternative investment and now the reality of this opaque, often illiquid market is starting to bite. Dr Doug Turek of Minchin Moore joins Associate Editor, James Kirby in this episode. In today's show, we cover: Problems with private credit spook investors Have commissions for financial advisers returned? Why government bonds are back  The best way to buy a US market ETF See omnystudio.com/listener for privacy information.

Are we looking the wrong way? As property investors fret over likely lifts in Capital Gains Tax, the bigger issue for long term investors is interest rates: Despite the industry-wide assumption that we are in a new rate hike cycle, it is looking increasingly likely that rates are not going to go through the roof, in fact some already believe we should be thinking about lower rates in the near future. Dr Sam Wylie of the Windlestone Education group and Melbourne Business School joins Associate Editor James Kirby in this episode In today's show, we cover: The CGT scare - How will if affect you How share investing may have a tax advantage over property soon* Interest rate hiking cycle...maybe not? Is super recontributing a form of money laundering? asks a listener See omnystudio.com/listener for privacy information.

More investors are coming to realise that inherited super is taxed at 17 per cent, but the government has stirred a hornet's nest in adding a de facto death tax into the new super tax legislation. What to do? Hugh Robertson of Centaur Financial joins Associate Editor James Kirby in this episode. In today's show, we cover: Inheritance tax changes : What you need to know Understanding your super caps for the year ahead How the kids raise your Medicare Levy Surcharge   Dealing with overseas shares and ETFs See omnystudio.com/listener for privacy information.

At the very core of wealth building is the dilemma of setting up your super or making sure you own a home; The long-term returns on both investment choices are broadly similar, but the tax system is hugely in favour of the home-owner. So what to do? James Gerrard of www.financialadviser.com.au joins Associate Editor James Kirby in this episode  In today's show, we cover: The in-built bias against renters in the tax system If you already contribute 12% to super by law- should you add more? The lesser-known bias against renters in pensions and super Optimising the tax system to your life-stage  See omnystudio.com/listener for privacy information.

Interest rates are moving higher again as the RBA renews its battle with inflation: It's time to think seriously about inflation-proofing your investments, and that means a lot more than buying some gold. Chris Brycki of the Stockspot group joins Associate Editor - James Kirby in this episode. In today's show, we cover:  The full menu for inflation-proofing your investments Big super funds don't have gold, but should you? Why Japan is back on the radar for sharemarket investors Dangers of market timing your superannuation choices See omnystudio.com/listener for privacy information.

'You can't get into the property investment market for less than $1m' is something you may hear regularly...but is it true? High-profile investor Nathan Birch says not only can you get into the market for $300,000 or less, but you can do it without negative gearing. Nathan Birch of the B Invested group joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Buying cheap - how to get started in property Why entry-level property is the hot spot Property types that fit the bill  Locations across Australia still offering good value  See omnystudio.com/listener for privacy information.