Anthropic IPO, borrowing to invest in AI, and tax changes: listener questions answered with Hugh Robertson

The queue of listener questions at themoneypuzzle@theaustralian.com.au has been building up: It's time to tackle the task with one of the best advisers in the market.

The queue of listener questions at themoneypuzzle@theaustralian.com.au has been building up. It's time to tackle the task with one of the best advisers in the market. 

Hugh Robertson, CEO of Centaur Financial Services joins Associate Editor, James Kirby on this special episode.

In today's show, we cover:
Assessing the Anthropic IPO
The aftermath of the Bathla collapse
CGT post Budget.
Too much of a good thing: the listener overloaded with Google shares
And much, much more

The queue of listener questions at <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a> has been building up. It's time to tackle the task with one of the best advisers in the market.&nbsp;
Hugh Robertson, CEO of <a href="https://centaurfinancial.com.au/" data-saferedirecturl="https://www.google.com/url?q=https://urldefense.com/v3/__https://centaurfinancial.com.au/__;!!F0Stn7g!EXZ6yqrfGR2i6Dyl84jXpjAeSRe-9TAjugGwdJRNIPH1m14Hl-BYaZ3hYH-KHmfhBu_7CogIXntaK9MjuJ5aK6zBjosHouai$&amp;source=gmail&amp;ust=1793932949193000&amp;usg=AOvVaw00qZF6W4ydccLRSqjCBevu">Centaur Financial Services</a> joins Associate Editor, James Kirby on this special episode.
In today's show, we cover:
<ul>
<li>Assessing the Anthropic IPO</li>
<li>The aftermath of the Bathla collapse</li>
<li>CGT post Budget.</li>
<li>Too much of a good thing: the listener overloaded with Google shares</li>
<li>And much, much more</li>
</ul>

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.

Special Episode : Listener questions answered

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/776b7ca7-61bc-424f-90f7-b4f9002a6e22/transcript

How much super do you need? Navigating Australia's pension sweet spot and superannuation thresholds

Most people focus on hitting a dollar figure when it comes to super savings, but a closer look at the system shows a 'sweet spot' for pension access that serves as the crucial issue for most Australians.

Most people focus on hitting a dollar figure when it comes to super savings, but a closer look at the system shows a 'sweet spot' for pension access that serves as the crucial issue for most Australians.

Financial adviser, James Gerrard of www.financialadviser.com.au joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
How much should you have in super
Finding the 'sweet spot' for pension access
Avoiding 'the worst of all worlds' where you miss out on easy money
How to assess 'pension boost' products from the big funds

Most people focus on hitting a dollar figure when it comes to super savings, but a closer look at the system shows a 'sweet spot' for pension access that serves as the crucial issue for most Australians.
Financial adviser, James Gerrard of <a href="https://www.google.com/url?q=http://www.financialadviser.com.au&amp;sa=D&amp;source=editors&amp;ust=1793679127727233&amp;usg=AOvVaw0_azfM2yZ-NpkKZBLGHLea" data-rawhref="http://www.financialadviser.com.au">www.financialadviser.com.au</a> joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>How much should you have in super</li>
<li>Finding the 'sweet spot' for pension access</li>
<li>Avoiding 'the worst of all worlds' where you miss out on easy money</li>
<li>How to assess 'pension boost' products from the big funds </li>
</ul>

How much super do you need? Finding 'the sweet spot'

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/fdf5700b-dae2-4a43-b404-b4f70046e565/transcript

Death, taxes, and the inevitability of an inheritance tax

As trillions of dollars begin transferring to the next generation, is it only a matter of time before Australia joins other nations to tax an inheritance?

As trillions of dollars begin transferring to the next generation, is it only a matter of time before Australia joins other nations to tax an inheritance? Morgan Solomon, Director at Solomon Hollett Lawyers joins Julie-anne Sprague, Wealth Editor in this episode.

In today's show, we cover: 
The rise of testamentary trusts
The importance of having a will
Estate planning and the great wealth transfer

As trillions of dollars begin transferring to the next generation, is it only a matter of time before Australia joins other nations to tax an inheritance?&nbsp;Morgan Solomon, Director at Solomon Hollett Lawyers joins Julie-anne Sprague, Wealth Editor in this episode.
In today's show, we cover:&nbsp;
<ul>
<li>The rise of testamentary trusts</li>
<li>The importance of having a will</li>
<li>Estate planning and the great wealth transfer</li>
</ul>

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/d13e8909-81a8-45c9-aae8-b4f200240db9/transcript

Bricks vs shares: how new tax changes flipped property and stock investing with Chris Brycki

It's the age-old question: is an investment property or shares a better investment? 

It's the age-old question: is an investment property or shares a better investment? The government's tax changes has blown the debate wide open. As Stockspot founder Chris Brycki explains to The Australian's wealth editor Julie-anne Sprague, the numbers are in. His analysis of a $1m property shows investment property owners need to find an extra $11,000 a year just to stay in the same position as they were before. 

Read his analysis in The Australian here

In today's show, we cover:
Strategies in diversification
Investing a lump sum or dollar-cost averaging
Tech stock alternatives

To sign up to The Australian's free wealth newsletter here

It's the age-old question: is an investment property or shares a better investment? The government's tax changes has blown the debate wide open. As Stockspot founder Chris Brycki explains to The Australian's wealth editor Julie-anne Sprague, the numbers are in. His analysis of a $1m property shows investment property owners need to find an extra $11,000 a year just to stay in the same position as they were before.&nbsp;
Read his analysis in The Australian <a href="https://www.theaustralian.com.au/wealth/property-investing/budget-tax-changes-flip-property-v-shares-equation-for-investors/news-story/239ecff905bc720e5195fd01b83fc867">here</a>
In today's show, we cover:
<ul>
<li>Strategies in diversification</li>
<li>Investing a lump sum or dollar-cost averaging</li>
<li>Tech stock alternatives</li>
</ul>
To sign up to The Australian's free wealth newsletter <a href="https://www.theaustralian.com.au/newsletters/wealth">here</a>

Bricks vs Shares: Here's how the new tax regime changed the maths

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/04a82462-9746-4aea-bbd2-b4f0005fcbbf/transcript

Special Episode : Listener questions answered

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