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 

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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>

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.

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

Are CEO Scandals Hurting Your Investments? How to Tackle Corporate Risks

CEO scandals are flooding the share market: Qantas, Wisetech, MinRes...the list keeps growing. The thing is, each of those companies has a board that is paid handsomely for supposedly keeping the CEO under control.

CEO scandals are flooding the share market: Qantas, Wisetech, MinRes...the list keeps growing. The thing is, each of those companies has a board that is paid handsomely for supposedly keeping the CEO under control.What could be done to change this risk? 

Fund manager Roger Montgomery joins wealth editor James Kirby in this episode.

In today's show, we cover:
Coralling the larger-than-life CEO: A proposal
The problem with independent company directors
Is AI any smarter than a cat?
Why can't we get after-tax returns from big funds?

CEO scandals are flooding the share market: Qantas, Wisetech, MinRes...the list keeps growing. The thing is, each of those companies has a board that is paid handsomely for supposedly keeping the CEO under control.What could be done to change this risk? 
Fund manager Roger Montgomery joins wealth editor James Kirby in this episode.
In today's show, we cover:
<ul>
<li>Coralling the larger-than-life CEO: A proposal</li>
<li>The problem with independent company directors</li>
<li>Is AI any smarter than a cat?</li>
<li>Why can't we get after-tax returns from big funds?</li>
</ul>

Are wayward CEOs costing you money?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/e3ff3c41-4970-4138-a044-b21a0012f08c/transcript

Top Mistakes Property Buyers Make at Auction and How to Avoid Them

Buying at auction might seem straightforward, but unfortunately you are likely to become a bunny in the headlights when it comes to the big day. 

Buying at auction might seem straightforward, but unfortunately you are likely to become a bunny in the headlights when it comes to the big day. 
Still, knowing what can go wrong is the first step to enlightenment - and that includes being very careful in choosing a buyer's agent because some of them have so little in the way of credentials...it's alarming.

Property educator, Veronica Morgan, joins wealth editor James Kirby in this episode.

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In today's show, we cover
The problem with buyer's agents
How to handle auction day
Queensland property black spot
Building costs inflation...how bad is it? 

Buying at auction might seem straightforward, but unfortunately you are likely to become a bunny in the headlights when it comes to the big day.  Still, knowing what can go wrong is the first step to enlightenment - and that includes being very careful in choosing a buyer's agent because some of them have so little in the way of credentials...it's alarming.
Property educator, Veronica Morgan, joins wealth editor James Kirby in this episode.
------ In today's show, we cover
<ul>
<li>The problem with buyer's agents</li>
<li>How to handle auction day</li>
<li>Queensland property black spot</li>
<li>Building costs inflation...how bad is it?  </li>
</ul>

Biggest mistakes property buyers make at auction

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/5583a7a3-c0ec-43a9-8c6e-b218001f30ea/transcript

Could You Survive the Next ASX Share Market Crash? Lessons from 1987 and Protecting Your Investments

This week marks the anniversary of the 1987 ASX crash, where the Australian share market plummeted by 25% in a single day. While the market is currently testing all-time highs, another crash is inevitable—we just don’t know when or what will trigger it. 

This week - in 1987 - the ASX fell 25 per cent IN A DAY. Just now the local share market is going gangbusters: In fact, it is testing its all- time valuation peak. But here's the thing: The market will crash again - we just don't know when this will happen or what might trigger the downturn. What was it like to sit through a 25 per cent drop in a matter of hours and what can we learn from it as investors?

Alex Moffatt of Joseph Palmer and Sons joins wealth editor James Kirby in this episode.

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In today's show, we cover:
Lessons from the great crash of 1987
Why markets overheat and how to protect yourself
Is the scandal at MinRes a sign of things to come
 NextDC - Why this value investor thinks it too hot to handle

This week - in 1987 - the ASX fell 25 per cent IN A DAY. Just now the local share market is going gangbusters: In fact, it is testing its all- time valuation peak. But here's the thing: The market will crash again - we just don't know when this will happen or what might trigger the downturn. What was it like to sit through a 25 per cent drop in a matter of hours and what can we learn from it as investors?
Alex Moffatt of Joseph Palmer and Sons joins wealth editor James Kirby in this episode.
------
In today's show, we cover:
<ul>
<li>Lessons from the great crash of 1987</li>
<li>Why markets overheat and how to protect yourself</li>
<li>Is the scandal at MinRes a sign of things to come</li>
<li> NextDC - Why this value investor thinks it too hot to handle </li>
</ul>

Could you handle a share market crash?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/2185a40d-26ca-4b07-9bf6-b2130047aefa/transcript

Is Sophisticated Investor status worth the effort?

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