SMSF property ban: an extra Budget sting for investors

Already reeling from a lift in CGT tax and a ban on negative gearing for existing properties, the Government is set to give the property market one last punch with a looming ban on borrowing inside Self Managed Super Funds.

Already reeling from a lift in CGT tax and a ban on negative gearing for existing properties, the Government is set to give the property market one last punch with a looming ban on borrowing inside Self Managed Super Funds.

Beau Arfi of the Maple Property Group joins Associate Editor James Kirby in this episode.

In today's show, we cover:
Not finished with you yet - investors prepare for SMSF property clampdown
How the SMSF ban creates another privileged set of investors 
Moving offshore - Why this property professional is switching attention to NZ
Deducting your body corporate fees 

 

Already reeling from a lift in CGT tax and a ban on negative gearing for existing properties, the Government is set to give the property market one last punch with a looming ban on borrowing inside Self Managed Super Funds.
Beau Arfi of the Maple Property Group joins Associate Editor James Kirby in this episode.
In today's show, we cover:
<ul>
<li>Not finished with you yet - investors prepare for SMSF property clampdown</li>
<li>How the SMSF ban creates another privileged set of investors&nbsp;</li>
<li>Moving offshore - Why this property professional is switching attention to NZ</li>
<li>Deducting your body corporate fees&nbsp;</li>
</ul>
&nbsp;

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.

SMSF property ban - an extra Budget sting for investors 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/4b8b9944-c04c-4a3d-981b-b47200470e2b/transcript

How would you deal with a global sharemarket crash? Because it’s not a question of if, but when.

How would you deal with a global sharemarket crash? Because it’s not a question of if, but when.

The AI boom, which underpinned the bumper super returns for many investors over the last financial year, has been extraordinary; But in mid-2026 even the most optimistic forecasters expect the markets to cool in the second half, while the doomsayers will suggest exuberant global markets are surely heading for a fall.

Liam Shorte of the Sonas Wealth group joins Associate Editor, James Kirby, in this episode.

In today's show, we cover:
Having an opportunity fund for the day the bubble bursts
Harold Evensky's 'bucket strategy' for the investors who need cash flow
Deleting your Dividend Reinvestment Programs for cash
Put Options and 'Bear' ETFs

 

 

How would you deal with a global sharemarket crash? Because it&rsquo;s not a question of if, but when.
The AI boom, which underpinned the bumper super returns for many investors over the last financial year, has been extraordinary; But in mid-2026 even the most optimistic forecasters expect the markets to cool in the second half, while the doomsayers will suggest exuberant global markets are surely heading for a fall.
Liam Shorte of the Sonas Wealth group joins Associate Editor, James Kirby, in this episode.
In today's show, we cover:
<ul>
<li>Having an opportunity fund for the day the bubble bursts</li>
<li>Harold Evensky's 'bucket strategy' for the investors who need cash flow</li>
<li>Deleting your Dividend Reinvestment Programs for cash</li>
<li>Put Options and 'Bear' ETFs</li>
</ul>
&nbsp;
&nbsp;

Are you prepared for a sharemarket crash?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/124bdf2c-55a2-485e-a1a0-b47c009506dd/transcript

Why Australian shares underperformed and how to pivot your portfolio for FY2026

The numbers don't lie: The ASX did 3 per cent over the 12 months to June, and the S&P 500 did 20 per cent. Unless - like a big super fund - you had half your portfolio invested offshore, the chances are you underperformed in FY2026.

The numbers don't lie: The ASX did 3 per cent over the 12 months to June, and the S&P 500 did 20 per cent. Unless - like a big super fund - you had half your portfolio invested offshore, the chances are you underperformed in FY2026.

Marc Jocum, investment strategist at GlobalX ETFs, joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
* Wall Street smashes the ASX...again
Why Big Super funds probably beat your SMSF
Which ETFs investors are buying for the year ahead
What the hell happened at CSL?

The numbers don't lie: The ASX did 3 per cent over the 12 months to June, and the S&amp;P 500 did 20 per cent. Unless - like a big super fund - you had half your portfolio invested offshore, the chances are you underperformed in FY2026.
Marc Jocum, investment strategist at GlobalX ETFs, joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>* Wall Street smashes the ASX...again</li>
<li>Why Big Super funds probably beat your SMSF</li>
<li>Which ETFs investors are buying for the year ahead</li>
<li>What the hell happened at CSL? </li>
</ul>

Why Australian shares let you down this year (and what to do about it) 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/43dc2faa-83ed-46a6-a76d-b47b00865c78/transcript

The Money Puzzle podcast: listener questions on new tax changes with Stuart Wemyss and James Kirby

Sweeping changes to Capital Gains Tax, Negative Gearing and Self-Managed Super Funds are confronting investors. How will they affect you?

Sweeping changes to Capital Gains Tax, Negative Gearing and Self-Managed Super Funds are confronting investors. How will they affect you?

Stuart Wemyss from the ProSolution Private Clients group joins associate editor, James Kirby on this episode of the Money Puzzle podcast.


In today's special episode, we cover:
How will the CGT changes work?
Winners and losers in negative gearing 
Getting around the SMSF borrowing ban 
How a tiny government pension can offer a big tax break

Sweeping&nbsp;changes to Capital Gains Tax, Negative Gearing and Self-Managed Super Funds are confronting&nbsp;investors.&nbsp;How will they affect you?
Stuart Wemyss from the ProSolution Private Clients group joins associate editor, James Kirby on this episode of the Money Puzzle podcast.
 In today's special episode, we cover:
<ul>
<li>How will the CGT changes work?</li>
<li>Winners and losers in negative gearing&nbsp;</li>
<li>Getting around the SMSF borrowing ban&nbsp;</li>
<li>How a tiny government pension can offer a big tax break</li>
</ul>

Special episode: Listener questions on new tax changes  

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/8a5f6791-f006-496d-95a5-b479006a4191/transcript

SMSF property ban - an extra Budget sting for investors

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