The Federal Budget will be a landmark moment for investors if it all goes through parliament as planned. Investors need to know what happened but also... what might happen next. Liam Shorte of Sonas Wealth joins Associate Editor&nbsp;James Kirby, in this episode&nbsp; In today's show, we cover: <ul> <li>&nbsp;CGT changes and your share portfolio</li> <li>A surprise boost for gold investors</li> <li>The new attraction of the family home</li> <li>Negotiables? Budget measures that may be up for review</li> </ul>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

<description>&lt;p&gt;The Federal Budget will be a landmark moment for investors&lt;em&gt; if &lt;/em&gt;it all goes through parliament as planned. Investors need to know what happened but also... what might happen next.&lt;/p&gt; &lt;p&gt;Liam Shorte of Sonas Wealth joins Associate Editor&amp;nbsp;James Kirby, in this episode&amp;nbsp;&lt;/p&gt; &lt;p&gt;In today's show, we cover:&lt;/p&gt; &lt;ul&gt; &lt;li&gt;&amp;nbsp;CGT changes and your share portfolio&lt;/li&gt; &lt;li&gt;A surprise boost for gold investors&lt;/li&gt; &lt;li&gt;The new attraction of the family home&lt;/li&gt; &lt;li&gt;Negotiables? Budget measures that may be up for review&lt;/li&gt; &lt;/ul&gt;&lt;p&gt;See &lt;a href="https://omnystudio.com/listener"&gt;omnystudio.com/listener&lt;/a&gt; for privacy information.&lt;/p&gt;</description>

Budget fallout: Before you do anything, do this 

Property investors are trying to piece together the cumulative effect of the bad news in the Budget. How much will the combined CGT changes and negative gearing clampdown hit returns? For the everyday investor with the average established investment property the expected internal rate of return is set to plunge from 11 per cent to 8.4 per cent. Stuart Wemyss of the ProSolution Private Office group joins Associate Editor, James Kirby in this episode. In today&rsquo;s show, we cover: <ul> <li>How to tackle the tax challenge for property investors</li> <li>&nbsp;Warning... Get your property revalued</li> <li>How come so few investors negatively gear new properties?</li> <li>New tax games emerge with exemptions from the new rules&nbsp;</li> </ul>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

<description>&lt;p&gt;Property investors are trying to piece together the cumulative effect of the bad news in the Budget.&lt;br&gt;How much will the combined CGT changes and negative gearing clampdown hit returns? For the everyday investor with the average established investment property the expected internal rate of return is set to plunge from 11 per cent to 8.4 per cent.&lt;/p&gt; &lt;p&gt;Stuart Wemyss of the ProSolution Private Office group joins Associate Editor, James Kirby in this episode.&lt;/p&gt; &lt;p&gt;In today&amp;rsquo;s show, we cover:&lt;/p&gt; &lt;ul&gt; &lt;li&gt;How to tackle the tax challenge for property investors&lt;/li&gt; &lt;li&gt;&amp;nbsp;Warning... Get your property revalued&lt;/li&gt; &lt;li&gt;How come so few investors negatively gear new properties?&lt;/li&gt; &lt;li&gt;New tax games emerge with exemptions from the new rules&amp;nbsp;&lt;/li&gt; &lt;/ul&gt;&lt;p&gt;See &lt;a href="https://omnystudio.com/listener"&gt;omnystudio.com/listener&lt;/a&gt; for privacy information.&lt;/p&gt;</description>

How to tackle the Budget’s property investment clampdown 

The 2026 Budget has introduced the biggest tax changes seen in decades: Every investor in Australia will be affected by the measures. Here's what you need to know...and what to do. Will Hamilton of Hamilton Wealth Partners joins Associate Editor James Kirby in this episode In today's show, we cover: <ul> <li>The Capital Gains Tax changes:</li> <li>How negative gearing works from here</li> <li>Goodbye to the good old days for family trusts&nbsp;</li> <li>Self Managed Super Funds - If you don't have one, think again...</li> </ul>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

<description>&lt;p&gt;The 2026 Budget has introduced the biggest tax changes seen in decades: Every investor in Australia will be affected by the measures. Here's what you need to know...and what to do.&lt;/p&gt; &lt;p&gt;Will Hamilton of Hamilton Wealth Partners joins Associate Editor James Kirby in this episode&lt;/p&gt; &lt;p&gt;In today's show, we cover:&lt;/p&gt; &lt;ul&gt; &lt;li&gt;The Capital Gains Tax changes:&lt;/li&gt; &lt;li&gt;How negative gearing works from here&lt;/li&gt; &lt;li&gt;Goodbye to the good old days for family trusts&amp;nbsp;&lt;/li&gt; &lt;li&gt;Self Managed Super Funds - If you don't have one, think again...&lt;/li&gt; &lt;/ul&gt;&lt;p&gt;See &lt;a href="https://omnystudio.com/listener"&gt;omnystudio.com/listener&lt;/a&gt; for privacy information.&lt;/p&gt;</description>

Budget Special edition: What you need to do

Australian investors have fully embraced Exchange Traded Funds. Now, as the gap between managed funds and index funds narrows, investors want to know what's next on the menu? Daniel Shrimski, CEO of Vanguard Australia joins Associate Editor, James Kirby in this episode. In today's show, we cover: <ul> <li>The changing shape of ETFs</li> <li>Industry leaders warn on CGT changes</li> <li>Vanguard's ISA plan for Australia</li> <li>The ETF dilemma - Selling a stock that's done too well&nbsp; </li> </ul>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

<description>&lt;p&gt;Australian investors have fully embraced Exchange Traded Funds. Now, as the gap between managed funds and index funds narrows, investors want to know what's next on the menu?&lt;/p&gt; &lt;p&gt;&lt;br&gt;Daniel Shrimski, CEO of Vanguard Australia joins Associate Editor, James Kirby in this episode.&lt;/p&gt; &lt;p&gt;In today's show, we cover:&lt;/p&gt; &lt;ul&gt; &lt;li&gt;The changing shape of ETFs&lt;/li&gt; &lt;li&gt;Industry leaders warn on CGT changes&lt;/li&gt; &lt;li&gt;Vanguard's ISA plan for Australia&lt;/li&gt; &lt;li&gt;The ETF dilemma - Selling a stock that's done too well&amp;nbsp;&lt;br&gt;&lt;br&gt;&lt;/li&gt; &lt;/ul&gt;&lt;p&gt;See &lt;a href="https://omnystudio.com/listener"&gt;omnystudio.com/listener&lt;/a&gt; for privacy information.&lt;/p&gt;</description>

ETFs...What's next? (with Vanguard CEO Daniel Shrimski)

Investment property&nbsp;and high-dividend-paying shares are about to get a tax hit in the Budget: So, it's the perfect time to look wider for the active investor. Jack Tossol of the Partners Wealth Group joins Associate Editor - Wealth, James Kirby, in this episode. In today's show, we cover: <ul> <li>The persistence of private equity</li> <li>How 'growth' shares get hit with planned CGT changes</li> <li>Are start-ups really disadvantaged in the tax system?</li> <li>How to find the purchase price of very old shares</li> </ul>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

<description>&lt;p&gt;Investment property&amp;nbsp;and high-dividend-paying shares are about to get a tax hit in the Budget: So, it's the perfect time to look wider for the active investor.&lt;/p&gt; &lt;p&gt;Jack Tossol of the Partners Wealth Group joins Associate Editor - Wealth, James Kirby, in this episode.&lt;/p&gt; &lt;p&gt;In today's show, we cover:&lt;/p&gt; &lt;ul&gt; &lt;li&gt;The persistence of private equity&lt;/li&gt; &lt;li&gt;How 'growth' shares get hit with planned CGT changes&lt;/li&gt; &lt;li&gt;Are start-ups really disadvantaged in the tax system?&lt;/li&gt; &lt;li&gt;How to find the purchase price of very old shares&lt;/li&gt; &lt;/ul&gt;&lt;p&gt;See &lt;a href="https://omnystudio.com/listener"&gt;omnystudio.com/listener&lt;/a&gt; for privacy information.&lt;/p&gt;</description>

Beyond property: Why it's time to widen your investment horizon

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 Money Puzzle

Details

Recent Episodes