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

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.

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

Rental market shock: Why residential rental income is rising (again) despite flat forecasts

Property investors are suddenly grappling with a reshaped market where forecasts have been turned upside down

It was not supposed to happen this year: Vacancy rates were meant to rise in 2026 and income was expected to flatten…not at all. Property investors are suddenly grappling with a reshaped market where forecasts have been turned upside down.

Louis Christopher of SQM Research joins Associate Editor James Kirby in this episode.

In today’s episode, we cover:
As you were! The upset trend of the year for property investors 
The downgrades keep coming for house prices
CGT looks set to increase
Will a two-property negative gearing limit hurt?

It was not supposed to happen this year: Vacancy rates were meant to rise in 2026 and income was expected to flatten&hellip;not at all.&nbsp;Property investors are suddenly grappling with a reshaped market where forecasts have been turned upside down.
Louis Christopher of SQM Research joins Associate Editor James Kirby in this episode.
In today&rsquo;s episode, we cover:
<ul>
<li>As you were! The upset trend of the year for property investors&nbsp;</li>
<li>The downgrades keep coming for house prices</li>
<li>CGT looks set to increase</li>
<li>Will a two-property negative gearing limit hurt?</li>
</ul>

Why residential rental income is about to move higher (again) 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/e6c0a4e1-ec88-4292-b94f-b42c009b37d5/transcript

Separately Managed Accounts: Advisers love them, but should you?

SMAs are booming inside the financial advice sector: But if they are so terrific, then why is regulator ASIC asking so many probing questions around fees and conflicts of interest?

SMAs are booming inside the financial advice sector: But if they are so terrific, then why is regulator ASIC asking so many probing questions around fees and conflicts of interest?

Nathan Fradley of Fradley Advice joins Associate Editor, James Kirby in this episode.


In today's show, we cover...
The good, bad and potentially ugly side of the SMA boom
Will SMSFs get a fair deal in the new Compo scheme of last resort
Reward points and super funds- a marriage made in the marketing department
Why are financial advice fees not coming down if AI cuts costs?

SMAs are booming inside the financial advice sector: But if they are so terrific, then why is regulator ASIC asking so many probing questions around fees and conflicts of interest? Nathan Fradley of Fradley Advice joins Associate Editor, James Kirby in this episode.
 In today's show, we cover...
<ul>
<li>The good, bad and potentially ugly side of the SMA boom</li>
<li>Will SMSFs get a fair deal in the new Compo scheme of last resort</li>
<li>Reward points and super funds- a marriage made in the marketing department</li>
<li>Why are financial advice fees not coming down if AI cuts costs?</li>
</ul>

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/11f9fb9b-c65b-4b19-aae9-b4270058047b/transcript

Standby for a house price downturn

You can’t have a run of interest rate hikes and expect property to shoot out the lights. The chances are we are going to see a price slowdown in the major cities later this year…especially at the top end. But a string of factors point to serious resilience at the other end of the market.

You can’t have a run of interest rate hikes and expect property to shoot out the lights. The chances are we are going to see a price slowdown in the major cities later this year…especially at the top end. But a string of factors point to serious resilience at the other end of the market.

Independent housing analyst, Eliza Owen, joins Associate Editor, James Kirby in this episode 

In today’s show, we cover:
The key factors keeping demand strongest at the entry level
How the 5% home deposit scheme skewed house prices
A new CGT discount rate of 33% is now the most likely Budget change
The problem with ‘grandfathering’ 

You can&rsquo;t have a run of interest rate hikes and expect property to shoot out the lights. The chances are we are going to see a price slowdown in the major cities later this year&hellip;especially at the top end. But a string of factors point to serious resilience at the other end of the market.
Independent housing analyst, Eliza Owen, joins Associate Editor, James Kirby in this episode&nbsp;
In today&rsquo;s show, we cover:
<ul>
<li>The key factors keeping demand strongest at the entry level</li>
<li>How the 5% home deposit scheme skewed house prices</li>
<li>A new CGT discount rate of 33% is now the most likely Budget change</li>
<li>The problem with &lsquo;grandfathering&rsquo;&nbsp;</li>
</ul>

Where investors will hunt in the looming property downturn

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/2742e0af-d004-4807-a8a7-b425003b5404/transcript

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

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