Key person risk: Musk, White & co…are they worth it?

The superstar CEO is a complex package: You might love what they can do with the share price, but you might equally feel unsure about their behaviour day-to-day. What to do? 

The superstar CEO is a complex package: You might love what they can do with the share price, but you might equally feel unsure about their behaviour day-to-day. What to do? 

Author and family office adviser, Jacqui Clarke, joins wealth editor James Kirby in this episode.

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On today’s show, we cover:
Passive investing …it’s not what it used to be 
Wealthy investors are getting cautious about the sharemarket
How top investors deal with key person risk
Big super funds under pressure on private investments

The superstar CEO is a complex package: You might love what they can do with the share price, but you might equally feel unsure about their behaviour day-to-day. What to do?&nbsp;
Author and family office adviser, Jacqui Clarke, joins wealth editor James Kirby in this episode.
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On today&rsquo;s show, we cover:
<ul>
<li>Passive investing &hellip;it&rsquo;s not what it used to be&nbsp;</li>
<li>Wealthy investors are getting cautious about the sharemarket</li>
<li>How top investors deal with key person risk</li>
<li>Big super funds under pressure on private investments</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.

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/4d6e8180-ce99-425e-81db-b2910028c46b/transcript

The Federal Budget will be a landmark moment for investors IF it all goes through parliament as planned. Investors need to know what happened but also... what might happen next.

The Federal Budget will be a landmark moment for investors if it all goes through parliament as planned. Investors need to know what happened but also... what might happen next.

Liam Shorte of Sonas Wealth joins Associate Editor James Kirby, in this episode 

In today's show, we cover:
 CGT changes and your share portfolio
A surprise boost for gold investors
The new attraction of the family home
Negotiables? Budget measures that may be up for review

The Federal Budget will be a landmark moment for investors if it all goes through parliament as planned. Investors need to know what happened but also... what might happen next.
Liam Shorte of Sonas Wealth joins Associate Editor&nbsp;James Kirby, in this episode&nbsp;
In today's show, we cover:
<ul>
<li>&nbsp;CGT changes and your share portfolio</li>
<li>A surprise boost for gold investors</li>
<li>The new attraction of the family home</li>
<li>Negotiables? Budget measures that may be up for review</li>
</ul>

Budget fallout: Before you do anything, do this 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/c332e33f-a72a-440b-99ec-b4510063b3dc/transcript

How budget changes are slashing property investment returns

Property investors are trying to piece together the cumulative effect of the bad news in the Budget.

Property investors are trying to piece together the cumulative effect of the bad news in the Budget.
How much will the combined CGT changes and negative gearing clampdown hit returns? For the everyday investor with the average established investment property the expected internal rate of return is set to plunge from 11 per cent to 8.4 per cent.

Stuart Wemyss of the ProSolution Private Office group joins Associate Editor, James Kirby in this episode.

In today’s show, we cover:
How to tackle the tax challenge for property investors
 Warning... Get your property revalued
How come so few investors negatively gear new properties?
New tax games emerge with exemptions from the new rules 

Property investors are trying to piece together the cumulative effect of the bad news in the Budget. How much will the combined CGT changes and negative gearing clampdown hit returns? For the everyday investor with the average established investment property the expected internal rate of return is set to plunge from 11 per cent to 8.4 per cent.
Stuart Wemyss of the ProSolution Private Office group joins Associate Editor, James Kirby in this episode.
In today&rsquo;s show, we cover:
<ul>
<li>How to tackle the tax challenge for property investors</li>
<li>&nbsp;Warning... Get your property revalued</li>
<li>How come so few investors negatively gear new properties?</li>
<li>New tax games emerge with exemptions from the new rules&nbsp;</li>
</ul>

How to tackle the Budget’s property investment clampdown 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/6c7fa3b0-a942-47fa-8628-b44f005fa1a9/transcript

Budget tax changes: What Australian investors must do now

The 2026 Budget has introduced the biggest tax changes seen in decades: Every investor in Australia will be affected by the measures.Here's what you need to know...and what to do.

The 2026 Budget has introduced the biggest tax changes seen in decades: Every investor in Australia will be affected by the measures. Here's what you need to know...and what to do.

Will Hamilton of Hamilton Wealth Partners joins Associate Editor James Kirby in this episode

In today's show, we cover:
The Capital Gains Tax changes:
How negative gearing works from here
Goodbye to the good old days for family trusts 
Self Managed Super Funds - If you don't have one, think again...

The 2026 Budget has introduced the biggest tax changes seen in decades: Every investor in Australia will be affected by the measures. Here's what you need to know...and what to do.
Will Hamilton of Hamilton Wealth Partners joins Associate Editor James Kirby in this episode
In today's show, we cover:
<ul>
<li>The Capital Gains Tax changes:</li>
<li>How negative gearing works from here</li>
<li>Goodbye to the good old days for family trusts&nbsp;</li>
<li>Self Managed Super Funds - If you don't have one, think again...</li>
</ul>

Budget Special edition: What you need to do

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/4a75c72f-b94e-4d1f-92c3-b44a00726235/transcript

Key person risk: Musk, White & co…are they worth it?

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