The sharemarket is surging and we are trading like it's late 2007, which makes it a very good time to review how your portfolio would fare if things turn sour.It's also time to catch up on new changes in super.
Liam Shorte of the Sonas Wealth group joins Associate Editor, James Kirby in this episode
In today's show, we cover:
- Cash, annuities and hybrids
- Stings in the new super tax bill
- US investments and Australian tax
- Should I transfer my UK pension back to Australia?
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The Money Puzzle