Private equity - Are you getting the crumbs from the table?

The avalanche of unlisted private funds aimed at retail investors is at full tilt. It's been a seriously profitable activity for endowment funds: So why have they been getting out of late?

The avalanche of unlisted private funds aimed at retail investors is at full tilt. It's been a seriously profitable activity for endowment funds: So why have they been getting out of late? 
It's time to take a hard look at a boom that's raising a lot of questions.

Andy Darroch of Independent Wealth Advice joins Associate Editor - Wealth, James Kirby 

In today's show, we cover:
Why are you being sold private equity funds anyway?
Disturbing trends in the unlisted market
Big Super does unlisted better - can you ever rival it?
Clarifying some key issues around the new super tax

 

The avalanche of unlisted private funds aimed at retail investors is at full tilt.&nbsp;It's been a seriously profitable activity for endowment funds: So why have they been getting out of late?&nbsp; It's time to take a hard look at a boom that's raising a lot of questions.
Andy Darroch of Independent Wealth Advice joins Associate Editor - Wealth, James Kirby&nbsp;
In today's show, we cover:
<ul>
<li>Why are you being sold private equity funds anyway?</li>
<li>Disturbing trends in the unlisted market</li>
<li>Big Super does unlisted better - can you ever rival it?</li>
<li>Clarifying some key issues around the new super tax</li>
</ul>
&nbsp;

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/9a1a9632-8a38-4c42-a140-b3940047b168/transcript

Struggling in the final lap: Your 2025 investment year

Investment markets are sliding in the final days of the year with the ASX 200 looking like it will manage just 8 per cent in total returns: Even Wall Street has softened in the final quarter of the calendar year bringing home about 16 per cent. 

Investment markets are sliding in the final days of the year with the ASX 200 looking like it will manage just 8 per cent in total returns: Even Wall Street has softened in the final quarter of the calendar year bringing home about 16 per cent. What a year for the active investor! How was it for you? 

James Gerrard of www.financialadviser.com.au joins Associate Editor, Wealth James Kirby in this episode.

In today's show, we cover:
Global markets pull us up
The ASX - Large caps bad, small caps good
Winners and losers in a volatile year
Gold V Bitcoin - No further questions your honour! 

Investment markets&nbsp;are sliding in the final days of the year with the ASX 200 looking like it will manage just 8 per cent in total returns: Even Wall Street has softened&nbsp;in the final quarter of the calendar year bringing home about 16 per cent.&nbsp;What a year for the active investor! How was it for you?&nbsp;
James Gerrard of&nbsp;<a href="http://www.financialadviser.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://www.financialadviser.com.au&amp;source=gmail&amp;ust=1766116196840000&amp;usg=AOvVaw2JChoV2xCDiQBPACPx2nvh">www.financialadviser.com.au</a> joins Associate Editor, Wealth James Kirby in this episode.
In today's show, we cover:
<ul>
<li>Global markets pull us up</li>
<li>The ASX - Large caps bad, small caps good</li>
<li>Winners and losers in a volatile year</li>
<li>Gold V Bitcoin - No further questions your honour!&nbsp; </li>
</ul>

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/f423e654-ad02-4947-a497-b3b7004d8a2f/transcript

Why Wall Street is Crushing Australian Stocks: The Money Puzzle Podcast

It sounds reasonable at first glance: Shares on the ASX are up more than 5 per cent over the year to date - add your dividends and you might get close to a 9 per cent total return.

It sounds reasonable at first glance: Shares on the ASX are up more than 5 per cent over the year to date - add your dividends and you might get close to a 9 percent total return. But then we have a 17 per cent year-to -date return on Wall Street. This is not a once-off: Wall Street has beaten the ASX out the door for more than decade, will it ever change? 

Gemma Dale, head of investor behaviour at nabtrade joins Associate Editor - Wealth, James Kirby in this episode.

In today's show, we cover:
The hard evidence that local shares let you down Why Wall Street wins ...and it's not just Trump
Gold puts crypto in the shade  
Should SMSFs pay levy for bad advice? 

It sounds reasonable at first glance: Shares on the ASX are up more than 5 per cent over the year to date - add your dividends and you might get close to a 9 percent total return. But then we have a 17 per cent year-to -date return on Wall Street. This is not a once-off: Wall Street has beaten the ASX out the door for more than decade, will it ever change?&nbsp;
Gemma Dale, head of investor behaviour at nabtrade joins Associate Editor - Wealth, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>The hard evidence that local shares let you down Why Wall Street wins ...and it's not just Trump</li>
<li>Gold puts crypto in the shade &nbsp;</li>
<li>Should SMSFs pay levy for bad advice?&nbsp; </li>
</ul>

Have Aussie shares let you down this year?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/6e9d0035-3e14-4092-82e1-b3b00037142b/transcript

Intergenerational breakthrough: building in your backyard

 Everyone is feeling the squeeze of sky-high property prices: At the same time, state governments across Australia are actively encouraging 'densification'.

Everyone is feeling the squeeze of sky-high property prices: At the same time, state governments across Australia are actively encouraging 'densification'. No wonder, more investors are looking at optimising the land value of their homes by building out the back.

Financial adviser Nathan Fradley joins Associate Editor - Wealth, James Kirby in this episode.

Here's a guide:
Beyond the 'granny flat' - how tax benefits flow to intergenerational property 
Can we get on...who pays for what? 
How recent planning and tax changes make intergenerational living easier 
Know your rights...why advice is crucial in this area.

Everyone is feeling the squeeze of sky-high property prices: At the same time, state governments across Australia are actively encouraging 'densification'. No wonder, more investors are looking at optimising the land value of their homes by building out the back.
Financial adviser Nathan Fradley joins Associate Editor - Wealth, James Kirby in this episode.
Here's a guide:
<ul>
<li>Beyond the 'granny flat' - how tax benefits flow to intergenerational property&nbsp;</li>
<li>Can we get on...who pays for what?&nbsp;</li>
<li>How recent planning and tax changes make intergenerational living easier&nbsp;</li>
<li>Know your rights...why advice is crucial in this area. </li>
</ul>

YIMBY! Building in the backyard: the intergenerational breakthrough 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/05e1ff95-7d62-4e5b-92a2-b3ae003a3e87/transcript

Private equity - Are you getting the crumbs from the table?

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