The Money Puzzle

Host Julianne Sprague interviews Jason Featherby about intergenerational wealth transfer, covering tax implications of gifting property, strategies to qualify for the age pension, and advice on mortgages and super inheritance.

This episode of The Money Puzzle delves into the final details of Australia's new super tax, clarifying thresholds and capital gains implications for high-balance accounts.

Financial advisor James O'Reilly argues that investing in property through a self-managed super fund is often a costly mistake due to high loan rates, poor tax benefits, and transaction costs.

Julianne Sprague takes the chair while James Kirby is away until next week.

Julianne Sprague interviews property expert Ben Kingsley on how to identify suburbs with high growth potential for investment properties.

This episode discusses the newly settled super tax changes in Australia, focusing on how they impact property investors, with expert Stuart Williams explaining the revised rates and implications.

James Kirby interviews Gemma Dale about the unprecedented surge in gold prices, exploring why gold is booming alongside AI, historical portfolio exclusions, and current investor behavior.

Mortgage competition has shifted toward first-home buyers.

James Kirby interviews Tim Lawless about property investment trends, focusing on how Sydney Metro suburbs underperformed despite new infrastructure, contrasting with potential opportunities in Melbourne and Brisbane.

Interview with tax expert Dr.

James Kirby interviews property expert Louis Christopher about the revised outlook for the Australian property market, comparing forecasts from Macquarie Bank and SQM Research.

This episode explains separately managed accounts, a growing trend in financial advice where investors retain ownership but delegate management to professionals.

James Kirby discusses the property market outlook, potential rate rises, and capital gains tax changes with housing analyst Eliza Owen.

James Kirby discusses the first quarter market downturn, potential recession, and interest rate hikes with economist David Bassanese.

Host James Kirby discusses how wealthy investors are navigating the Iran crisis-induced oil and inflation shocks with top advisor Ben James.

Financial advisor Nathan Fradley discusses the hidden financial traps of divorce and how it can impact lifelong wealth.

James Kirby discusses building cash buffers amid market uncertainty due to US tariff policy, with insights from financial planner Liam Short.

James Kirby interviews legendary fund manager Chris Cuff about market conditions and investing strategies.

James Kirby analyzes the federal budget's impact on personal finance, including tax cuts, shared home ownership, and superannuation changes.