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>

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.

Inheritance tax: Has something changed? 

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

ETFs...What's next? (with Vanguard CEO Daniel Shrimski)

Australian investors have fully embraced Exchange Traded Funds. Now, as the gap between managed funds and index funds narrows, investors want to know what's next on the menu?

Australian investors have fully embraced Exchange Traded Funds. Now, as the gap between managed funds and index funds narrows, investors want to know what's next on the menu?


Daniel Shrimski, CEO of Vanguard Australia joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
The changing shape of ETFs
Industry leaders warn on CGT changes
Vanguard's ISA plan for Australia
The ETF dilemma - Selling a stock that's done too well 

Australian investors have fully embraced Exchange Traded Funds. Now, as the gap between managed funds and index funds narrows, investors want to know what's next on the menu?
 Daniel Shrimski, CEO of Vanguard Australia joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>The changing shape of ETFs</li>
<li>Industry leaders warn on CGT changes</li>
<li>Vanguard's ISA plan for Australia</li>
<li>The ETF dilemma - Selling a stock that's done too well&nbsp; </li>
</ul>

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/e4f8ccc8-caf1-4c28-868f-b44700a51688/transcript

Budget tax hit: why you should look beyond property and shares

Investment property and high-dividend-paying shares are about to get a tax hit in the Budget: So, it's the perfect time to look wider for the active investor.

Investment property and high-dividend-paying shares are about to get a tax hit in the Budget: So, it's the perfect time to look wider for the active investor.

Jack Tossol of the Partners Wealth Group joins Associate Editor - Wealth, James Kirby, in this episode.

In today's show, we cover:
The persistence of private equity
How 'growth' shares get hit with planned CGT changes
Are start-ups really disadvantaged in the tax system?
How to find the purchase price of very old shares

Investment property&nbsp;and high-dividend-paying shares are about to get a tax hit in the Budget: So, it's the perfect time to look wider for the active investor.
Jack Tossol of the Partners Wealth Group joins Associate Editor - Wealth, James Kirby, in this episode.
In today's show, we cover:
<ul>
<li>The persistence of private equity</li>
<li>How 'growth' shares get hit with planned CGT changes</li>
<li>Are start-ups really disadvantaged in the tax system?</li>
<li>How to find the purchase price of very old shares</li>
</ul>

Beyond property: Why it's time to widen your investment horizon

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/eb3ca8d7-0ef4-4a0a-8e54-b443002335af/transcript

Who really gets hit with higher interest rates? 

Interest rate hikes are just not the same anymore: Once upon a time, they hit the mortgage belt, that fictionalised housing strip in the outer suburbs populated by young families.

Interest rate hikes are just not the same anymore: Once upon a time, they hit the mortgage belt, that fictionalised housing strip in the outer suburbs populated by young families. Today the RBA’s weapon of choice lands heavily instead on older Australians. 

What does it mean for the property investor? 

Nerida Conisbee, chief economist at Ray White Group, joins Associate Editor, James Kirby in this episode. 


In today's show, we cover:
 Investing with rising rates 
The case against two more rate hikes
Why banks are offering longer-lasting mortgages
Will negative gearing be effectively restricted to new houses? 

Interest rate hikes are just not the same anymore: Once upon a time, they hit the mortgage belt, that fictionalised housing strip in the outer suburbs populated by young families. Today the RBA&rsquo;s weapon of choice lands heavily instead on older Australians.&nbsp;
What does it mean for the property investor?&nbsp;
Nerida Conisbee, chief economist at Ray White Group, joins Associate Editor, James Kirby in this episode.&nbsp;
 In today's show, we cover:
<ul>
<li> Investing with rising rates </li>
<li>The case against two more rate hikes</li>
<li>Why banks are offering longer-lasting mortgages</li>
<li>Will negative gearing be effectively restricted to new houses?&nbsp; </li>
</ul>

Who really gets hit with higher rates? 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/953305f6-9096-4f71-b1a1-b44100454df1/transcript

Inheritance tax: Has something changed?

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