Property tax risks rise for the year ahead

Whether you are with a big super fund - or run your own SMSF -  the outstanding risk for your long-term return is whether your portfolio is appropriate for your age? The chances are that you are being too conservative because you are going to live a lot longer than you realise.   Anna Shelley, chief investment officer at AMP joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Are you taking enough risk? The end of traditional age-based rules for investors A new era of inflation could shrink your spending power Getting to know the 'bucket strategy' See omnystudio.com/listener for privacy information.

Gold prices jumped dramatically last year and then soared through the $US5,000 milestone last month: Now the price is suddenly heading south as profit takers push the price down closer to $US4,660. Some listeners may have missed the gold rally, our guest today - a specialist gold mining stock picker - says this might be a time to reconsider. David Franklyn of the Argonaut Gold Fund joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Gold prices drop as rally stalls...how to play the pullback? Why gold miners are set to boom in the next phase of the gold rally  Managed funds versus ETFs for gold investors Top gold stocks to consider now  See omnystudio.com/listener for privacy information.

The sharemarket is surging and we are trading like it's late 2007, which makes it a very good time to review how your portfolio would fare if things turn sour.It's also time to catch up on new changes in super.  Liam Shorte of the Sonas Wealth group joins Associate Editor, James Kirby in this episode In today's show, we cover: Cash, annuities and hybrids  Stings in the new super tax bill US investments and Australian tax  Should I transfer my UK pension back to Australia? See omnystudio.com/listener for privacy information.

If you are planning to put more money in the property market this year, be warned the risks of tax changes are now clearly on the table: Top of the agenda is a wind back in Capital Gain Tax concessions.  Peter Esho of Flexdoc joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: The biggest tax risk for property investors this year  How Victoria's Airbnb tax has backfired Property's role as a 'hard asset' in a time of currency debasement Our 'listener questions' segment returns  See omnystudio.com/listener for privacy information.

How many years can a bull market last? What will it take to dampen investor sentiment in the year ahead, and what should you, the active investor, be doing? Will Hamilton of Hamilton Wealth Partners joins Associate Editor-Wealth, James Kirby in this episode  In today's show, we cover: The risks and opportunity in the 2026 listed markets How to defend against the looming risk of inflation  Gold - do you have it, how much should you have ? Fading into rallies - the art of taking profits at the right time  See omnystudio.com/listener for privacy information.

Property prices are tipped to rise by 5 per cent in 2026 : But where will investors really make their money?In our property investment outlook show for the year ahead, we identify the property sector that is ready to rebound...and we pinpoint the best location too. Stuart Wemyss of the ProSolution Private Clients group joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Higher rates and tighter lending - the risks this year  The property sector which is ready to rebound Why the bottom end of the market is the hottest patch  Adelaide running out of puff, Melbourne due it's day in the sun  See omnystudio.com/listener for privacy information.

The ASX can return 10 per cent again in 2026...or maybe even more, says star stockpicker Jun Bei Liu...but what to buy? In this second part of our 2026 investment outlook, she outlines very clearly the red-hot sectors offering the top stock picks and also the parts of the market to avoid. Jun Bei Liu of Ten Cap joins Associate Editor - Wealth, James Kirby in this episode  In today's show, we cover:  How miners will make you money in the year ahead Banks, REITs and retailers could let you down Can CSL return to its glory days? Liu's stand out stock to consider...and one to avoid See omnystudio.com/listener for privacy information.

It looks like the sharemarket will once again be the place to make money in 2026, especially on Wall Street. But it's not going to be a smooth ride: In the first weeks of the year, the US has unleashed a wave of foreign interventions - and President Trump has subpoenaed Fed Reserve chair Jay Powell - triggering alarm bells on Wall Street. Marc Jocum, investment strategist at GlobalX ETFs joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover The outlook for investment markets in 2025 Forecasts for the ASX in the year ahead Key predictions for Wall Street  The improved prospects in wider global markets  See omnystudio.com/listener for privacy information.

In this episode of The Money Puzzle, The Australian’s Wealth Editor, Julie-anne Sprague, unpacks what it takes to be a great investor with one of the nation's top stockpickers, Jun Bei Liu. How did Liu learn to invest? What did she learn when things went wrong and what's her advice for everyday investors wanting to build their wealth?Jun Bei Liu of Ten Cap joins Wealth Editor Julie-anne Sprague in this episode. Please note, this is a repeat episode of The Money Puzzle. It originally aired in December 2024.See omnystudio.com/listener for privacy information.

If it wasn’t said by a top financial adviser, you might dismiss it as a quote out of context, but  Partners Wealth Group Jack Tossol is not kidding: He says a generation that has ‘sunk everything’ into the family home will miss the chance to have a successful tax-deductible investment plan. It’s a provocative notion, challenging die-hard principles of money management, but with house prices moving higher again...you have to listen. Financial adviser Jack Tossol of Partners Wealth Group joins Associate Editor - Wealth, James Kirby,  in this episode. In today’s show, we cover No tax deduction, no income…Is home ownership overrated? Why ‘Rentvesting’ is worth revisiting Are you facing decades of ‘dead money' in your home mortgage? Challenging the ‘retirement sweet spot’ Please note, this is a repeat episode of The Money Puzzle. It originally aired in August 2025.See omnystudio.com/listener for privacy information.