The Money Puzzle podcast: Superannuation black spots you need to know about

Life insurance is a big expense and most smart investors save money by purchasing it through their super fund. But the track record of big super funds in getting around to sending through insurance payout is woeful.

Life insurance is a big expense and most smart investors save money by purchasing it through their super fund. But the track record of big super funds in getting around to sending through insurance payout is woeful. Worse still, big funds will often ignore your wishes on where they send the money.
In today's show, we cover: insurance failings in big super funds, class action payouts, getting to know the Australian Financial Complaints Authority and the auditor problem in SMSFs.
Fiona Halsey of Halsey Legal Services joins Wealth Editor James Kirby in this episode.

Life insurance is a big expense and most smart investors save money by purchasing it through their super fund. But the track record of big super funds in getting around to sending through insurance payout is woeful. Worse still, big funds will often ignore your wishes on where they send the money. In today's show, we cover: insurance failings in big super funds, class action payouts, getting to know the Australian Financial Complaints Authority and the auditor problem in SMSFs. Fiona Halsey of Halsey Legal Services joins Wealth Editor James Kirby in this episode.

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.

The Black Spot in Super You Need to Know

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

New tax rules and investment strategies for your superannuation

The government has made sure that superannuation investors did not entirely escape the investment tax overhaul: Is it still the relative winner as parliament prepares to sign off the Budget?

The government has made sure that superannuation investors did not entirely escape the investment tax overhaul: Is it still the relative winner as parliament prepares to sign off the Budget?

Adviser James Wrigley of First Financial joins associate editor James Kirby in the episode.

In today's show, we cover:
What you need to know about super post-Budget
A way you can still borrow and use your SMSF to buy property
Investment bonds get another leg up from the government 
New twist for new super tax 

The government has made sure that&nbsp;superannuation&nbsp;investors did not entirely escape the investment tax overhaul: Is it still the relative winner as parliament prepares to sign off the Budget?
Adviser James Wrigley of First Financial joins associate editor James Kirby in the episode.
In today's show, we cover:
<ul>
<li>What you need to know about super post-Budget</li>
<li>A way you can still borrow and use your SMSF to buy property</li>
<li>Investment bonds get another leg up from the government&nbsp;</li>
<li>New twist for new super tax&nbsp; </li>
</ul>

Is superannuation still the Budget winner? 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/f4653a24-5237-4447-b290-b4740085b632/transcript

The Black Spot in Super You Need to Know

In 1 playlist(s)

The Money Puzzle

Social links

Follow podcast

Recent clips