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 

-------
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>

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au. 

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>.&nbsp;

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

The Money Puzzle

Every week, The Australian's James Kirby delivers two power-packed episodes featuring in-depth analysis of property markets and smart money-making strategies.

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au.

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at themoneypuzzle@theaustralian.com.au.

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

Property investing: the cgt scare vs. a potential rate drop

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.

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

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:
<ul>
<li>The CGT scare - How will if affect you</li>
<li>How share investing may have a tax advantage over property soon*</li>
<li>Interest rate hiking cycle...maybe not?</li>
<li>Is super recontributing a form of money laundering? asks a listener </li>
</ul>

Property investors fret over CGT but rate rises may stall soon 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/7176523c-7a78-4e42-bdbb-b3fb0039d611/transcript

Inheritance tax changes & superannuation caps explained: Your Money Puzzle questions answered

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.

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

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:
<ul>
<li>Inheritance tax changes : What you need to know</li>
<li>Understanding your super caps for the year ahead</li>
<li>How the kids raise your Medicare Levy Surcharge&nbsp;&nbsp;</li>
<li>Dealing with overseas shares and ETFs</li>
</ul>

Inheritance tax: Has something changed? 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/0a4ab1c2-135b-4157-80f0-b3f6001c9ff9/transcript

Super vs family home: which is the better investment for your wealth?

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?

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 

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.&nbsp;So what to do?
James Gerrard of www.financialadviser.com.au joins Associate Editor James Kirby in this episode&nbsp;
In today's show, we cover:
<ul>
<li>The in-built bias against renters in the tax system</li>
<li>If you already contribute 12% to super by law- should you add more?</li>
<li>The lesser-known bias against renters in pensions and super</li>
<li>Optimising the tax system to your life-stage&nbsp;</li>
</ul>

Should you put your extra dollars in super or the family home 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/2628ad2d-1820-4716-ac7b-b3f4006fd4ef/transcript

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

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