ETFs: Understanding the Shift from Passive to Active Investing

It's taken about two decades for the wider investment public to understand ETFs: The index funds that allow you to buy anything from the ASX 200 to the S&P 500 are now very popular.

It's taken about two decades for the wider investment public to understand ETFs: The index funds that allow you to buy anything from the ASX 200 to the S&P 500 are now very popular. But just as the message on passive investing broke through, the sector has turned the idea upside down by going head-to-head with active managers. It's time to figure out what's going on.

Marc Jocum of GlobalX joins wealth editor James Kirby in this episode 

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In today's show, we cover:
Getting to know traditional ETFs
The pros and cons of new-style active ETFs 
Geared ETFs - How do they work? 
 Using ETFs for unlisted assets 

It's taken about two decades for the wider investment public to understand ETFs: The index funds that allow you to buy anything from the ASX 200 to the S&amp;P 500 are now very popular. But just as the message on passive investing broke through, the sector has turned the idea upside down by going head-to-head with active managers. It's time to figure out what's going on.
Marc Jocum of GlobalX joins wealth editor James Kirby in this episode 
------- In today's show, we cover:
<ul>
<li>Getting to know traditional ETFs</li>
<li>The pros and cons of new-style active ETFs </li>
<li>Geared ETFs - How do they work? </li>
<li> Using ETFs for unlisted assets  </li>
</ul>

The Money Puzzle covers all the important property, business, money and finance news. 

With two episodes published every week, The Australian’s Wealth Editor James Kirby, along with business, property and finance experts share insights and information that you will use on your wealth building journey.

Submit your questions on all things property, business and finance here - themoneypuzzle@theaustralian.com.au

The Money Puzzle covers all the important property, business, money and finance news. 
With two episodes published every week, The Australian’s Wealth Editor James Kirby, along with business, property and finance experts share insights and information that you will use on your wealth building journey.
Submit your questions on all things property, business and finance here - <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>

The Australian’s Money Puzzle covers all important finance and property topics.

The Money Puzzle, with James Kirby

The Australian’s Money Puzzle covers all the important finance and property topics.

ETFs: Just when you thought you understood them, they've changed

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/b758d1de-44ee-441c-b573-b1db0046b19a/transcript

Things you've always wanted to ask a lawyer

 It's usually too late to act when you realise you need a lawyer. And when it comes to money and finances, it is always good to be clued up on the legal side of things.

It's usually too late to act when you realise you need a lawyer. And when it comes to money and finances, it is always good to be clued up on the legal side of things. We cover a range of legal matters from the simplex to complex that involve your finances. Lawyer Peter Kernan from Aubrey Brown Lawyers joins Wealth contributor James Gerrard of FinancialAdvisor.com.au


In this episode we cover:
- How to deal with a simple fence dispute
- Tips and traps when buying 'off the plan' property
- Getting your Will right in blended families
- Legal considerations when investing with friends

It's usually too late to act when you realise you need a lawyer. And when it comes to money and finances, it is always good to be clued up on the legal side of things. We cover a range of legal matters from the simplex to complex that involve your finances. Lawyer Peter Kernan from Aubrey Brown Lawyers joins Wealth contributor James Gerrard of <a href="https://urldefense.com/v3/__http://financialadvisor.com.au/__;!!F0Stn7g!FAwYts3qAHP1JypqDqKQ6oWoO8uAp-DfMrddbUi4MnIu_4PH_lROSqaL2pGEUshN6gs4AQOwSK4duhohbxKr-Wzo7Jaf8H2T2A$" data-saferedirecturl="https://www.google.com/url?q=https://urldefense.com/v3/__http://financialadvisor.com.au/__;!!F0Stn7g!FAwYts3qAHP1JypqDqKQ6oWoO8uAp-DfMrddbUi4MnIu_4PH_lROSqaL2pGEUshN6gs4AQOwSK4duhohbxKr-Wzo7Jaf8H2T2A$&amp;source=gmail&amp;ust=1727403456476000&amp;usg=AOvVaw3cqtQhQMJ8mdS_f9Ifigri">FinancialAdvisor.com.au</a>
 In this episode we cover: - How to deal with a simple fence dispute - Tips and traps when buying 'off the plan' property - Getting your Will right in blended families - Legal considerations when investing with friends

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/d5905164-8795-4bcf-8097-b1f700569a0a/transcript

Key indicators for long-term property success – what to focus on

In today’s episode, guest host Stuart Wemyss talks with David Bassanese, chief economist at Betashares, to help investors navigate the complexities of property market forecasts.

Warren Buffett once remarked that “forecasters will fill your ears but never your wallet.” With the media saturated by property price predictions, it's essential for long-term investors to focus on the right economic indicators.

In today’s episode, guest host Stuart Wemyss talks with David Bassanese, chief economist at Betashares, to help investors navigate the complexities of property market forecasts.

In today’s show we cover:
Long-term property prices in Australia are influenced by overall economic conditions and affordability, often measured by the price-to-income ratio. Invest in locations that are less reliant on incomes.
Interstate migration can server as a leading indicator for a shift in market sentiment.
Increasing housing affordability hinges on boosting supply through density and/or infrastructure development to allow the population to spread out, though significant changes over the next 1-2 decades are unlikely in Australia. Invest accordingly.
  David shares his views on the Reserve Bank of Australia's cautious approach and forecasts the first interest rate cut could come in February 2025.

Warren Buffett once remarked that “forecasters will fill your ears but never your wallet.” With the media saturated by property price predictions, it's essential for long-term investors to focus on the right economic indicators.
In today’s episode, guest host Stuart Wemyss talks with David Bassanese, chief economist at Betashares, to help investors navigate the complexities of property market forecasts.
In today’s show we cover:
<ul>
<li>Long-term property prices in Australia are influenced by overall economic conditions and affordability, often measured by the price-to-income ratio. Invest in locations that are less reliant on incomes.</li>
<li>Interstate migration can server as a leading indicator for a shift in market sentiment.</li>
<li>Increasing housing affordability hinges on boosting supply through density and/or infrastructure development to allow the population to spread out, though significant changes over the next 1-2 decades are unlikely in Australia. Invest accordingly.</li>
<li>  David shares his views on the Reserve Bank of Australia's cautious approach and forecasts the first interest rate cut could come in February 2025.</li>
</ul>

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/f5fb47f9-f985-4b64-829a-b1f5005820f9/transcript

Let's face it - no one likes tax, but how do we pay less of it?

In this episode we cover some of the most important tax strategies for people in different age brackets: 18 to 40, 40 to 60 and over 60 years of age.

Like the old saying goes there are only a few things certain in life - death and taxes. In this episode we cover some of the most important tax strategies for people in different age brackets: 18 to 40, 40 to 60 and over 60 years of age. Each one of these groups have unique opportunities to manage and legally reduce what they pay in tax.

Accountant Timothy Ricardo from Accounting Advisor Group joins Wealth contributor James Gerrard of FinancialAdvisor.com.au


In this episode we cover:


- Tax tips for younger people to get into the property market
- Who should be thinking about getting a family trust
- Strategies to minimise tax leading up to and during retirement
- Top tax deductions you didn't realise you could claim

Like the old saying goes there are only a few things certain in life - death and taxes. In this episode we cover some of the most important tax strategies for people in different age brackets: 18 to 40, 40 to 60 and over 60 years of age. Each one of these groups have unique opportunities to manage and legally reduce what they pay in tax.
Accountant Timothy Ricardo from Accounting Advisor Group joins Wealth contributor James Gerrard of <a href="https://urldefense.com/v3/__http://financialadvisor.com.au/__;!!F0Stn7g!HcV3ubrvQlGwvqOGfCcnUwPClikL6gjh0RcXMTVe6QOZiC0ZM2eNqo8yWdU0GIUmaxo1d7KeMqZUGrvsuT82iKhFzf0loIpprw$" data-saferedirecturl="https://www.google.com/url?q=https://urldefense.com/v3/__http://financialadvisor.com.au/__;!!F0Stn7g!HcV3ubrvQlGwvqOGfCcnUwPClikL6gjh0RcXMTVe6QOZiC0ZM2eNqo8yWdU0GIUmaxo1d7KeMqZUGrvsuT82iKhFzf0loIpprw$&amp;source=gmail&amp;ust=1726801623097000&amp;usg=AOvVaw33ZVCe9V9Wx_aOsNhnIDnw">FinancialAdvisor.com.au</a>
 In this episode we cover:
 - Tax tips for younger people to get into the property market - Who should be thinking about getting a family trust - Strategies to minimise tax leading up to and during retirement - Top tax deductions you didn't realise you could claim

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/fd646c83-c492-4eb3-b085-b1f0003e098b/transcript

ETFs: Just when you thought you understood them, they've changed

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