Read Full Blog Here

In this week’s episode, Campbell tackles a variety of complex and timely superannuation and wealth-building questions, starting with the government’s revised $3 million super cap, also known as Division 296. He breaks down what’s changed, what’s stayed the same, and why the new rules are far more balanced than the initial proposal. Campbell also explores what high-balance super fund holders should consider, especially those with illiquid assets, such as property.

Listeners also asked about tough decisions around when to stretch for a principal place of residence, whether to sell shares or an investment property to fund a forever home, and how to balance flexibility with long-term security. On the topic of structures, Campbell clarifies the strategic differences between using a family trust vs a company for share investing, whether the same trust can be used for a business, and how corporate beneficiaries fit into the picture.

Whether you’re navigating changing super tax laws, planning a major home purchase, or managing wealth through trusts and structures, this episode is packed with clarity, insight, and practical advice to help you make smarter long-term decisions. Tune in to get the full breakdown and stay ahead of the curve.

Subscribe via www.investopoly.com.au/email

Do you have a question? Email: questions@investopoly.com.au or for a faster response, post a comment on the episode's video over on YouTube: https://www.youtube.com/@investopolypodcast/podcasts

If you're interested in working with my team and me, discover how we can work together here: https://prosolution.com.au/prospective-client/

If this episode resonated with you, please leave a rating on your favourite podcast platform.

Subscribe to my weekly blog: https://www.prosolution.com.au/stay-connected/

Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog: https://prosolution.com.au/books/

DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/

IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

Navigating AI: Insights from ProArch's Cloud Strategy Director

AI Chat: ChatGPT, AI News, Artificial Intelligence, OpenAI, Machine Learning

Setting realistic expectations for agents

The AI-powered Podcast Player