Financial year 2025 Investment Strategies: Small-Cap Rebound, CGT Insights and where to invest

So, you probably did very well in the year to June as an active investor: But what are your plans for the year ahead? Do you still believe rates are going down? Will small caps outperform large caps? It's time to take stock.

So, you probably did very well in the year to June as an active investor: But what are your plans for the year ahead? Do you still believe rates are going down? Will small caps outperform large caps? It's time to take stock.

In today's show we cover 

* Setting your sails for FY 2025 
* The Biden moment - When it's time to quit
* The theory behind a potential small-cap rebound 
* CGT tangles in the home where you lived and then rented

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

So, you probably did very well in the year to June as an active investor: But what are your plans for the year ahead? Do you still believe rates are going down? Will small caps outperform large caps? It's time to take stock.
In today's show we cover 
* Setting your sails for FY 2025  * The Biden moment - When it's time to quit * The theory behind a potential small-cap rebound  * CGT tangles in the home where you lived and then rented
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.

Setting up for the new financial year

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/affda82f-5bd2-432c-86fe-b1b8005f9242/transcript

Why Keeping Your Investment Property Out of Super Could Save You Big on Taxes

Property tax concessions are highly popular - and widely debated - because they work so well.  So why would you water down those concessions by having a property inside a super fund? 

Property tax concessions are highly popular - and widely debated - because they work so well. So why would you water down those concessions by having a property inside a super fund? 

Duncan Perkins of Tax Time Accountants joins wealth editor James Kirby in this episode.

In today's show, we cover:
Should investment property be inside super?
Why the government's home equity access scheme is a winner 
If you gear property why don't you gear ETFs
The history of the six-year rule for CGT 

Property tax concessions are highly popular - and widely debated - because they work so well. So why would you water down those concessions by having a property inside a super fund? 
Duncan Perkins of Tax Time Accountants joins wealth editor James Kirby in this episode.
In today's show, we cover:
<ul>
<li>Should investment property be inside super?</li>
<li>Why the government's home equity access scheme is a winner </li>
<li>If you gear property why don't you gear ETFs</li>
<li>The history of the six-year rule for CGT   </li>
</ul>

Keep that investment property out of super - here's why 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/fad172bb-ba4f-4a79-a68b-b20300405760/transcript

24-Year-Old Investor Taj Pabari on Property, Financial Literacy, and Early Investment Tips

Today's guest runs a social enterprise, owns several investment properties and got out of school as fast as he could.

Today's guest runs a social enterprise, owns several investment properties and got out of school as fast as he could. He's just written his first book - 'Young, dumb and financially independent' - oh yes, and his mentor is Shark Tank celeb Steve Baxter.

Taj Pabari of the ASE group joins wealth editor James Kirby in this episode.

---------

In today's show,  we cover:

* The importance of starting your investment journey early 

* Why financial literacy should be taught in schools

* Property investing as a fun side hustle 

* Do you really need a car? (if you are serious about saving) 

Today's guest runs a social enterprise, owns several investment properties and got out of school as fast as he could. He's just written his first book - 'Young, dumb and financially independent' - oh yes, and his mentor is Shark Tank celeb Steve Baxter.
Taj Pabari of the ASE group joins wealth editor James Kirby in this episode.
---------
In today's show,  we cover:
* The importance of starting your investment journey early 
* Why financial literacy should be taught in schools
* Property investing as a fun side hustle 
* Do you really need a car? (if you are serious about saving)

What can a 24 year-old tell you about investing? (you will be surprised) 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/6d239aae-919f-4d06-9c28-b1fe003c75ae/transcript

March of the millennials:The biggest trend in property 

In today's show, we dig deep on demographics. The future shape of Australia will dictate the future shape of investment returns...and the single biggest trend is going to be the movement of millennials from the inner suburbs to the middle suburbs where they are going to search for a family home.

For property investors looking long term, the future shape of Australia will dictate the future shape of investment returns...and the single biggest trend is going to be the movement of millennials from the inner suburbs to the middle suburbs where they are going to search for a family home.

In today's show, we dig deep on demographics....

* The march of the millennials (to the middle suburbs) 

* Understanding the aging of Australia 

* Has Work From Home changed property prices?

* South East Queensland and Geelong - Two future hotspots 

Simon Kuestenmacher of the Demographics Group joins wealth editor James Kirby in this episode 

For property investors looking long term, the future shape of Australia will dictate the future shape of investment returns...and the single biggest trend is going to be the movement of millennials from the inner suburbs to the middle suburbs where they are going to search for a family home.
In today's show, we dig deep on demographics....
* The march of the millennials (to the middle suburbs) 
* Understanding the aging of Australia 
* Has Work From Home changed property prices?
* South East Queensland and Geelong - Two future hotspots 
Simon Kuestenmacher of the Demographics Group joins wealth editor James Kirby in this episode

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/ef0fbed9-2c37-40b1-bf9f-b1fb004ff294/transcript

Setting up for the new financial year

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