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

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 <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

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.

Setting up for the new financial year

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

Advertisement