In this episode Wealth Editor James Kirby's guest is Gemma Dale, Head of Investor Behaviour at NABtrade.

In this episode Wealth Editor James Kirby's guest is Gemma Dale, Head of Investor Behaviour at NABtrade. They say the ASX will close in 2023 somewhere close to where it will close at the end of this month. Except, the forecasts are invariably wrong - brokers confidently predicted a 10 percent return this year and we are not going to get there.

In this episode Wealth Editor James Kirby's guest is Gemma Dale, Head of Investor Behaviour at NABtrade. They say the ASX will close in 2023 somewhere close to where it will close at the end of this month. Except, the forecasts are invariably wrong - brokers confidently predicted a 10 percent return this year and we are not going to get there.

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.

Forget the ASX forecasts and find the dividends

The Money Puzzle Podcast: how to get a successful tax return this year

Handbags and guard dogs - some unlikely tax deduction opportunities

June 30 this year is a unique tax opportunity for the simple reason your tax bill in FY 2024 is very likely to be higher than FY 2025: That means the deductions are better if you get them sorted in the next two months.

In today's show we cover:
The outstanding ways to save tax this year
Making the most of the looming tax cuts
Handbags and guard dogs - some unlikely deduction opportunities
Choosing a trading platform 

Dr Adrian Raftery aka Mr Taxman joins wealth editor James Kirby in this episode 

June 30 this year is a unique tax opportunity for the simple reason your tax bill in FY 2024 is very likely to be higher than FY 2025: That means the deductions are better if you get them sorted in the next two months.
In today's show we cover:
<ul>
<li>The outstanding ways to save tax this year</li>
<li>Making the most of the looming tax cuts</li>
<li>Handbags and guard dogs - some unlikely deduction opportunities</li>
<li>Choosing a trading platform </li>
</ul>
Dr Adrian Raftery aka Mr Taxman joins wealth editor James Kirby in this episode

Secrets of a successful tax return this year

The Money Puzzle Podcast: what is the property market like for Gen Z?

What does the property market look like to Gen Z?

What does the property market look like to Gen Z? The generation born after 1997 that takes a one percent vacancy rate as 'normal'; The people who get 100 applicants for a spare bedroom in a shared house. They have a different story but it is a story we all need to know.

In today's show we cover:
The realities of property investment for Gen Z
Exploring the opportunities of being a 'rentvestor'* Using super for buy a home
Is the office sector rout over?

Sarah Petty real estate reporter for the News Ltd network joins wealth editor James Kirby in this episode.

What does the property market look like to Gen Z? The generation born after 1997 that takes a one percent vacancy rate as 'normal'; The people who get 100 applicants for a spare bedroom in a shared house. They have a different story but it is a story we all need to know.
In today's show we cover:
<ul>
<li>The realities of property investment for Gen Z</li>
<li>Exploring the opportunities of being a 'rentvestor'* Using super for buy a home</li>
<li>Is the office sector rout over?</li>
</ul>
Sarah Petty real estate reporter for the News Ltd network joins wealth editor James Kirby in this episode.

The Generation Z perspective

The Money Puzzle Podcast: HECs and inflation

Once upon an inflation-free time HECs hardly mattered, now it matters a lot.

The average HECs student debt is now $26,500 and rising rapidly. Once upon an inflation-free time HECs hardly mattered, now it matters a lot. Worse still, the way HECs is managed by the government is antiquated and unfair to former students. Meanwhile, banks use the debt to reduce your borrowing capacity. No wonder there is a push to change the process. 

In today's show we cover:
Why more than 200,000 people are pushing for change in student debt
How to manage your HECs situation 
Expanding an SMSF to include six people
Is leasing an electric car a better way to go?

Advisor James Wrigley of First Financial joins wealth editor James Kirby in this episode.

The average HECs student debt is now $26,500 and rising rapidly. Once upon an inflation-free time HECs hardly mattered, now it matters a lot. Worse still, the way HECs is managed by the government is antiquated and unfair to former students. Meanwhile, banks use the debt to reduce your borrowing capacity. No wonder there is a push to change the process.  In today's show we cover:
<ul>
<li>Why more than 200,000 people are pushing for change in student debt</li>
<li>How to manage your HECs situation </li>
<li>Expanding an SMSF to include six people</li>
<li>Is leasing an electric car a better way to go?</li>
</ul>
Advisor James Wrigley of First Financial joins wealth editor James Kirby in this episode.

Forget the ASX forecasts and find the dividends

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