The Money Puzzle, with James KirbyIs Sophisticated Investor status worth the effort?
The Money Puzzle, with James Kirby
The Money Puzzle covers all the important property, business, money and finance news. With two episodes published every week, The Australian’s Wealt…471 clip(s)
Loading playlist
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
