Holiday Homes: Should we follow Prime Minister Anthony Albanese to the beach?

Every spring property investors are tempted again by the lure of the beach house: This year the Prime Minister Anthony Albanese made his move with a high-profile $4.3m purchase on the Central Coast.

Every spring property investors are tempted again by the lure of the beach house: This year the Prime Minister Anthony Albanese made his move with a high-profile $4.3m purchase on the Central Coast. Is a holiday home a good investment? Let's find out...

James Gerrard of www.financialadvisor.com.au joins wealth editor James Kirby in this episode  

In today's show, we cover:

*Assessing holiday homes as an investment
*Why beach houses often don't work out as planned
*Making money from rentals at the beach house 
*Sub-dividing and CGT exposure 

Every spring property investors are tempted again by the lure of the beach house: This year the Prime Minister Anthony Albanese made his move with a high-profile $4.3m purchase on the Central Coast. Is a holiday home a good investment? Let's find out...
James Gerrard of www.financialadvisor.com.au joins wealth editor James Kirby in this episode  
In today's show, we cover:
*Assessing holiday homes as an investment *Why beach houses often don't work out as planned *Making money from rentals at the beach house  *Sub-dividing and CGT exposure

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.

 Should we follow the PM to the beach?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/041b7a49-67c3-4894-8704-b2110033ad5a/transcript

Special edition: 2024 Top Advisers list 

Need some advice about advice? At The Australian, we have expanded our annual roll call of the best advisers: The List: Top 150 Financial Advisers is out this week.

Need some advice about advice? At The Australian, we have expanded our annual roll call of the best advisers: The List: Top 150 Financial Advisers is out this week.


To mark the occasion I'm joined by an adviser who has managed to make the list every year since it was launched in 2017. Will Hamilton of Hamilton Wealth Partners joins wealth editor James Kirby in this episode.

--------------

In today's show, we cover

* How to find a top financial adviser 

* What an adviser is looking for when they meet you

* If the industry is thriving, why are there no new recruits?

* Are all traditional ETFs the same ?  

Need some advice about advice? At The Australian, we have expanded our annual roll call of the best advisers: The List: Top 150 Financial Advisers is out this week.
 To mark the occasion I'm joined by an adviser who has managed to make the list every year since it was launched in 2017. Will Hamilton of Hamilton Wealth Partners joins wealth editor James Kirby in this episode.
--------------
In today's show, we cover
* How to find a top financial adviser 
* What an adviser is looking for when they meet you
* If the industry is thriving, why are there no new recruits?
* Are all traditional ETFs the same ?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/14a3e50c-3591-4329-a42c-b22f0025042a/transcript

Super Fund Failings: Should You Switch or Stick?

The Big Super funds are having a woeful run of high-profile cock-ups where customers have been let down by inept management procedures.  At what point do investors need to be concerned about failings in their super fund? 

The Big Super funds are having a woeful run of high-profile cock-ups where customers have been let down by inept management procedures: Led by Cbus, the roll-call includes ART, Hesta and Unisuper. At what point do investors need to be concerned about failings in their super fund? 

James Gerrard of www.financialadviser.com.au joins wealth editor James Kirby in this episode.

----------

In today's show, we cover 

* Big Super's bad management 
* The realities of switching  super funds 
*  Commercial property triggers tough times for super sector
*  Are property trusts really turning the corner?

The Big Super funds are having a woeful run of high-profile cock-ups where customers have been let down by inept management procedures: Led by Cbus, the roll-call includes ART, Hesta and Unisuper. At what point do investors need to be concerned about failings in their super fund? 
James Gerrard of www.financialadviser.com.au joins wealth editor James Kirby in this episode.
----------
In today's show, we cover 
* Big Super's bad management  * The realities of switching  super funds  *  Commercial property triggers tough times for super sector *  Are property trusts really turning the corner?

Big super cock-ups - Should you switch? 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/f6fbaf0b-e604-48f3-8e47-b22d00271119/transcript

Investing Strategies for Australian Investors in the New Trump Era

Australian investors have flocked to Wall Street in recent times favouring the 'Magnificent Seven' big tech stocks - and Warren Buffet's Berkshire Hathaway group. But Donald Trump's new regime looks set to favour old-school blue chips, not to mention oil and gas stocks. What to do?

Australian investors have flocked to Wall Street in recent times favouring the 'Magnificent Seven' big tech stocks - and Warren Buffet's Berkshire Hathaway group. But Donald Trump's new regime looks set to favour old-school blue chips, not to mention oil and gas stocks. What to do?

Gemma Dale, head of investor behaviour at nabtrade, joins wealth editor James Kirby in this episode.

-----------------

In today's show, we cover:

* How to play the share market under Trump* From Elon to Warren - what's going to change?* The ETFs for global exposure * Dollar cost averaging - don't ever forget it 

Australian investors have flocked to Wall Street in recent times favouring the 'Magnificent Seven' big tech stocks - and Warren Buffet's Berkshire Hathaway group. But Donald Trump's new regime looks set to favour old-school blue chips, not to mention oil and gas stocks. What to do?
Gemma Dale, head of investor behaviour at nabtrade, joins wealth editor James Kirby in this episode.
-----------------
In today's show, we cover:
* How to play the share market under Trump* From Elon to Warren - what's going to change?* The ETFs for global exposure * Dollar cost averaging - don't ever forget it

Investing in Trump time

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/5fa88e64-4757-4d70-8cc1-b2280021cbc9/transcript

Should we follow the PM to the beach?

In 1 playlist(s)

The Money Puzzle, with James Kirby

Social links

Follow podcast

Recent clips