The Money Puzzle Podcast: Myth busting -- Sell in May and go away

Is there anything behind this piece of share market folk wisdom? We find out.Also, our biggest super funds are set to expand their offerings in financial advice: What can we expect from this development - and what does it mean for independent advice? 

In today's show we cover :
Pros and Cons of super funds offering advice
The reality of 'sophisticated investor' rules
Why are we selling key assets to overseas pension funds?
Myth busting --Sell in May and go away 

Hugh Robertson of Centaur Financial Services joins wealth editor James Kirby in this episode 

Is there anything behind this piece of share market folk wisdom? We find out.Also, our biggest super funds are set to expand their offerings in financial advice: What can we expect from this development - and what does it mean for independent advice? 
In today's show we cover :
<ul>
<li>Pros and Cons of super funds offering advice</li>
<li>The reality of 'sophisticated investor' rules</li>
<li>Why are we selling key assets to overseas pension funds?</li>
<li>Myth busting --Sell in May and go away </li>
</ul>
Hugh Robertson of Centaur Financial Services joins wealth editor James Kirby in this episode

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.

'Sell in May and go away' - fact or fiction?

The Money Puzzle Podcast: Is a stock split something to worry about?

Is a stock split something to worry about?

The inbox at themoneypuzzle@theaustralian.com.au has been bursting at the seams - it's time to give listener questions the attention they deserve. 

In this show we cover: 
Is a stock split something to worry about?
Help! I should have put this investment inside super
Retirement calculators forget to tell you one thing
Dividend Reinvestment programs - how they work 

Financial adviser James Gerrard joins Wealth Editor James Kirby in this episode 

The inbox at <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au </a>has been bursting at the seams - it's time to give listener questions the attention they deserve. 
In this show we cover: 
<ul>
<li>Is a stock split something to worry about?</li>
<li>Help! I should have put this investment inside super</li>
<li>Retirement calculators forget to tell you one thing</li>
<li>Dividend Reinvestment programs - how they work </li>
</ul>
Financial adviser James Gerrard joins Wealth Editor James Kirby in this episode

Special edition: Listener questions answered

The Money Puzzle Podcast with James Kirby: Would you tap your super to buy a first home?

Would you tap your super to buy a first home?

Using super for any reason other than retirement savings used to be taboo: Not anymore, and not when the tax system is totally loaded in favour of the homeowner. The Coalition proposal to allow super for first home buyers is gaining attention, it's an idea that will be hard to resist.

James Gerrard of The Financial Adviser joins Wealth Editor James Kirby in this episode.

In this episode we cover:
Changing role of super in home buying 
Big risks with NDIS property schemes 
Why are some property owners quitting?
Value in the regions - Investors are going further from the cities 

Submit your questions on all things property, business and finance: themoneypuzzle@theaustralian.com.au

Read more from James Kirby on The Australian

Using super for any reason other than retirement savings used to be taboo: Not anymore, and not when the tax system is totally loaded in favour of the homeowner. The Coalition proposal to allow super for first home buyers is gaining attention, it's an idea that will be hard to resist.
James Gerrard of <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=1716962102226000&amp;usg=AOvVaw2-PaLS_UlDN_ZQGk_zWDLG">The Financial Adviser</a> joins Wealth Editor James Kirby in this episode.
In this episode we cover:
<ul>
<li>Changing role of super in home buying </li>
<li>Big risks with NDIS property schemes </li>
<li>Why are some property owners quitting?</li>
<li>Value in the regions - Investors are going further from the cities </li>
</ul>
Submit your questions on all things property, business and finance: <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>
Read more from <a href="https://www.theaustralian.com.au/author/james-kirby" data-saferedirecturl="https://www.google.com/url?q=https://www.theaustralian.com.au/author/james-kirby&amp;source=gmail&amp;ust=1716962102226000&amp;usg=AOvVaw0_8wnFJ48lxHuH_bxI3eBU">James Kirby on The Australian</a>

Should you have a Self Managed Super Fund?

There are now more than 600,000 SMSFs in the local market.

Are SMSFs worth the trouble? How much should you have in funds to get started? 

There are now more than 600,000 SMSFs in the local market: If you don't have a fund, it's time to think about it (and if you do have a fund: It might also be time to consider whether it is still the best tax structure for your situation).

In today's show we cover: 
Are Self Managed Super Funds worth the trouble?
What is the ideal age to begin a new fund?
The latest patterns in SMSF activity from the ATO
Dealing with the new super tax 


Julie Dolan, head of SMSF and estate planning at KPMG joins Wealth Editor James Kirby in this episode 

Are SMSFs worth the trouble? How much should you have in funds to get started? 
There are now more than 600,000 SMSFs in the local market: If you don't have a fund, it's time to think about it (and if you do have a fund: It might also be time to consider whether it is still the best tax structure for your situation).
In today's show we cover: 
<ul>
<li>Are Self Managed Super Funds worth the trouble?</li>
<li>What is the ideal age to begin a new fund?</li>
<li>The latest patterns in SMSF activity from the ATO</li>
<li>Dealing with the new super tax </li>
</ul>
 Julie Dolan, head of SMSF and estate planning at KPMG joins Wealth Editor James Kirby in this episode

'Sell in May and go away' - fact or fiction?

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