James and Ashley Owen tackle the most common subject amongst investors: superannuation

A look at some firm principles and simple formulas that will give you a very good sense of how your super is shaping up

It’s the single most common question among Australian investors and the answer is different for everyone. But there are firm principles you can follow and simple formulas that will at least give you a very good sense of how your super is shaping up.

In today's episode we cover:  

* Why you need to be sceptical of ‘super calculators’

* How you - or your partner - could live to be 100

* Don’t underestimate the role of the government aged pension

* Why the amount you spend per year is the number you need to know

Ashley Owen of OwenAnalytics joins wealth editor James Kirby in this episode 

It’s the single most common question among Australian investors and the answer is different for everyone. But there are firm principles you can follow and simple formulas that will at least give you a very good sense of how your super is shaping up.
In today's episode we cover:  
* Why you need to be sceptical of ‘super calculators’
* How you - or your partner - could live to be 100
* Don’t underestimate the role of the government aged pension
* Why the amount you spend per year is the number you need to know
Ashley Owen of OwenAnalytics joins wealth editor James Kirby in this episode

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.

How much should you have in super…seriously!

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/1ccb605f-0933-4ba8-a5b4-b1a300605789/transcript

Unlocking the professional formula for investment property success 

Many property investors never know if they will win or lose on a property until the day they finally sell it: In contrast, professional investors don't fly blind, instead they concentrate on their Internal Rate of Return. Here's how it works.

Many property investors never know if they will win or lose on a property until the day they finally sell it: In contrast, professional investors don't fly blind, instead they concentrate on their Internal Rate of Return. Here's how it works.

Stuart Wemyss of Prosolution Private Clients joins wealth editor James Kirby in this episode.

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In today's show, we cover:

* Assessing the Internal Rate of Return on your property 
* The secret of high-yielding investment property
* Why homeowners win in the pension system 
* Land tax traps (especially in Victoria) 

Many property investors never know if they will win or lose on a property until the day they finally sell it: In contrast, professional investors don't fly blind, instead they concentrate on their Internal Rate of Return. Here's how it works.
Stuart Wemyss of Prosolution Private Clients joins wealth editor James Kirby in this episode.
----------
In today's show, we cover:
* Assessing the Internal Rate of Return on your property  * The secret of high-yielding investment property * Why homeowners win in the pension system  * Land tax traps (especially in Victoria)

Unlocking the professional formula for investment property success    

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/98ce1962-2d94-493b-b77e-b22600350761/transcript

HECs - what just happened to your bill?

The average HECs bill is now $27,000 and many listeners will have bills that are higher than that: This week the government restructured the entire working of the student debt system - and threw in a universal 20 per cent cut on all existing HECs bills - how will it work?

The average HECs bill is now $27,000 and many listeners will have bills that are higher than that: This week the government restructured the entire working of the student debt system - and threw in a universal 20 per cent cut on all existing HECs bills - how will it work?

Hugh Robertson of the Centaur Financial Services joins wealth editor James Kirby in this episode.

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In today's show, we cover:
HECs - The new deal
Prioritising tax-deductible debt 
Why Trump won't help your ASX shares 
The ETFs to buy for the new US presidency 

The average HECs bill is now $27,000 and many listeners will have bills that are higher than that: This week the government restructured the entire working of the student debt system - and threw in a universal 20 per cent cut on all existing HECs bills - how will it work?
Hugh Robertson of the Centaur Financial Services joins wealth editor James Kirby in this episode.
-------------
In today's show, we cover:
<ul>
<li>HECs - The new deal</li>
<li>Prioritising tax-deductible debt </li>
<li>Why Trump won't help your ASX shares </li>
<li>The ETFs to buy for the new US presidency </li>
</ul>

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/354028a5-f687-432c-abb4-b221002e0f3c/transcript

Is Sophisticated Investor status worth the effort?

Today we examine the sophisticated investor regime - how it works and whether you would gain anything from making the cut.

There are two classes of private investor in Australia: Everyday retail investors and legally certified sophisticated investors (defined by law as having an annual income of at least $250,000 or assets of more than $2.5m),Today we examine the sophisticated investor regime - how it works and whether you would gain anything from making the cut.

Ray Tubman of Heirwealth joins wealth editor James Kirby in this episode 

-------

In today's show, we cover:
The great Australian $3.5 trillion wealth transfer
The good and bad of becoming a sophisticated investor
Property options for the High Net Worth brigade
SMSF versus index funds inside Big Super 

There are two classes of private investor in Australia: Everyday retail investors and legally certified sophisticated investors (defined by law as having an annual income of at least $250,000 or assets of more than $2.5m),Today we examine the sophisticated investor regime - how it works and whether you would gain anything from making the cut.
Ray Tubman of Heirwealth joins wealth editor James Kirby in this episode 
-------
In today's show, we cover:
<ul>
<li>The great Australian $3.5 trillion wealth transfer</li>
<li>The good and bad of becoming a sophisticated investor</li>
<li>Property options for the High Net Worth brigade</li>
<li>SMSF versus index funds inside Big Super </li>
</ul>

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/739db8c1-a056-4121-9e0e-b21f0025d4f2/transcript

How much should you have in super…seriously!

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