The Money Puzzle podcast: Should you bother with unlisted trusts?

Today we cover the big fat problem with unlisted assets, how to optimising super concessional contributions and the dreaded US withholding rate for Aussie investors.

The fashion for alternative unlisted investments is getting a reality check as investors can get a risk-free cash rate of more than four per cent. The biggest cloud over the sector, so far, is the redemption refusals popping up at major unlisted property funds. So what does it mean for investors? In today's episode, we cover: the big fat problem with unlisted assets, how to optimising super concessional contributions and the dreaded US withholding rate for Aussie investors. 


Tim Mackay of the Quantum Financial group is wealth editor James Kirby's guest in this episode.

The fashion for alternative unlisted investments is getting a reality check as investors can get a risk-free cash rate of more than four per cent. The biggest cloud over the sector, so far, is the redemption refusals popping up at major unlisted property funds. So what does it mean for investors? In today's episode, we cover: the big fat problem with unlisted assets, how to optimising super concessional contributions and the dreaded US withholding rate for Aussie investors. 
 Tim Mackay of the Quantum Financial group is wealth editor James Kirby's guest 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.

Unlisted Trusts: Why would you bother?

ASX 200 Earnings Update: Is the Healthcare Sector the New Market Leader?

The ASX 200 is enjoying a solid earnings season, but the healthcare sector is shooting the lights out.

The ASX 200 is enjoying a solid earnings season, but the healthcare sector is shooting the lights out. Believe it or not, the market sector that offered the fastest way to lose money last year is suddenly red hot.

Jun Bei-Liu of the Ten Cap Alpha Plus funds joins Associate Editor, James Kirby in this episode.


In today's show, we cover:
Up 25% in a month! - Healthcare stocks are back
Why the healthcare blue chips can keep rising
Will CSL ever be Australia's biggest stock again?
Earnings season recap- where to now for banks and miners?

The ASX 200 is enjoying a solid earnings season, but the healthcare sector is shooting the lights out. Believe it or not, the market sector that offered the fastest way to lose money last year is suddenly red hot.
Jun Bei-Liu of the Ten Cap Alpha Plus funds joins Associate Editor, James Kirby in this episode.
 In today's show, we cover:
<ul>
<li>Up 25% in a month! - Healthcare stocks are back</li>
<li>Why the healthcare blue chips can keep rising</li>
<li>Will CSL ever be Australia's biggest stock again?</li>
<li>Earnings season recap- where to now for banks and miners? </li>
</ul>

Healthy rebound: How the ASX got its mojo back 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/45916ea3-14fa-4fc8-8f59-b4b3007a0b64/transcript

Property market overhang: Will spring listings further impact prices?

Here comes Spring! Welcome to most, except perhaps to residential property sellers, who will be adding stock to an already bloated market where prices are falling.

Here comes Spring! Welcome to most, except perhaps to residential property sellers, who will be adding stock to an already bloated market where prices are falling.

Louis Christopher of SQM Research joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
How bad is the listings overhang? 
Why banks may have forecasts wrong on property prices
Yes, yields are rising, but are rents actually lifting too? 
The 40-year mortgage...should you ever? 

Here comes Spring! Welcome to most, except perhaps to residential property sellers, who will be adding stock to an already bloated market where prices are falling.
Louis Christopher of SQM Research joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>How bad is the listings overhang?&nbsp;</li>
<li>Why banks may have forecasts wrong on property prices</li>
<li>Yes, yields are rising, but are rents actually lifting too?&nbsp;</li>
<li>The 40-year mortgage...should you ever?&nbsp;</li>
</ul>

Property pile-up warning: Bracing for a listings overhang 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/7fe2e008-ac9b-4dd8-857b-b4b10041b979/transcript

The Money Puzzle: How to hunt for income when dividend rates drop

The old formula for seeking income in the Australian market is fading: Dividend rates have dropped across the ASX. Yet, recent tax changes mean that investors will want to raise income from local markets. 

The old formula for seeking income in the Australian market is fading: Dividend rates have dropped across the ASX. Yet, recent tax changes mean that investors will want to raise income from local markets. 

Hugh Robertson of the Centaur Financial Services group joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
How can I chase income safely?
The income risk ladder - Bonds to high dividend funds
 Molino's move on SMSFs - More fees and a 'test' 
  Is there any escape from the minimum 30 per cent CGT rate?

The old formula for seeking income in the Australian market is fading: Dividend rates have dropped across the ASX. Yet, recent tax changes mean that investors will want to raise income from local markets.&nbsp;
Hugh Robertson of the Centaur Financial Services group joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>How can I chase income safely?</li>
<li>The income risk ladder - Bonds to high dividend funds</li>
<li>&nbsp;Molino's move on SMSFs - More fees and a 'test'&nbsp;</li>
<li>&nbsp; Is there any escape from the minimum 30 per cent CGT rate? </li>
</ul>

The hunt for income heats up 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/c9ec1ebe-fc7f-4f3f-a1e0-b4ac0096bc09/transcript

Unlisted Trusts: Why would you bother?

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