The Money Puzzle

The avalanche of unlisted private funds aimed at retail investors is at full tilt. It's been a seriously profitable activity for endowment funds: So why have they been getting out of late? It's time to take a hard look at a boom that's raising a lot of questions. Andy Darroch of Independent Wealth Advice joins Associate Editor - Wealth, James Kirby  In today's show, we cover: Why are you being sold private equity funds anyway? Disturbing trends in the unlisted market Big Super does unlisted better - can you ever rival it? Clarifying some key issues around the new super tax  See omnystudio.com/listener for privacy information.

We tend to discuss the nation's rental crisis in terms of the difficulties faced by young renters: But a one per cent vacancy rate also means anybody selling a home will find it difficult to rent in between selling and buying.This relatively new dynamic in the market also explains why it's Australia's hottest markets such as Brisbane and Perth where there is the least number of homes for sale.No wonder investors are returning to the property market. Cameron Kusher of Kusher Consulting joins James Kirby - Associate Editor, Wealth in this episode. In today's show, we cover: The hidden factor that keeps pushing home prices higher  Standby for a lengthy interest rate freeze The damage caused by a universal first home deposit scheme Why the 'Millionaire next door' still has a message for all investors  See omnystudio.com/listener for privacy information.

Most active investors are pretty good at making money: After all, if they were no good at it, then they would leave the work to someone else. But what about holding onto it? Does your investment success convert to long-term accumulation? Author Jacqui Clarke joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: The hidden cost of 'expense creep' to your life plans Translating the principles of good management to investment choices  Asset-rich and cash-poor - It doesn't have to be this way Cash ETF are worth a look  See omnystudio.com/listener for privacy information.

This week, Max Shifman, CEO of Intrapac Property Group, dives into the housing market dynamics redefining property prices. He emphasizes that the core issue isn't interest rates but a significant supply shortage. Max explains why the ambitious national housing targets are unlikely to be met and discusses the challenges of apartment construction costs. The conversation highlights the future of investment in one-bedroom units, the impact of transport infrastructure on market prices, and how ongoing tight rental markets will persist amid population growth.

Australian investors are perfectly placed to profit from the critical minerals boom.In fact, fortunes have already been made and lost on the market.Now the game enters a new phase as both the Australian and US agree to bankroll the sector. Where to start? Josh Chiat, mining correspondent with Stockhead joins Assoicate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Critical minerals - what you need to know? Are you ready to ride the roller-coaster  Key stocks in the sector The ETF route into critical minerals  See omnystudio.com/listener for privacy information.

It's hard to believe that during the Covid crisis, nearly half of all mortgages were being 'fixed' - today the level is less than 5 per cent. With economists calling the end of the cutting cycle for the RBA, early movers could gain a serious competitive advantage if they fix their borrowing costs in the months ahead. Sally Tindall, data insights director at Canstar joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Back from the dead: Fixed rates return to centre stage Why we may already be looking at the bottom for bank mortgage rates 'Split mortgages'- a bet both ways?  The outlook for deposit rates  See omnystudio.com/listener for privacy information.

The Treasurer has finally clarified how the revamped plans for the new super tax will work - including how Capital Gains Tax will work...it's a template for the future, make sure you are up to speed. James Gerrard of www.financialadviser.com.au joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Final cut on the new super tax  Is the gold sell-off serious? Tax consequences of renting your home* If annuities are so good...where are the deals?  See omnystudio.com/listener for privacy information.

The opening of a 30 km new line across the middle of Sydney should have been a bonanza for investors; But one year later prices inside the rail catchment area have lagged the wider city market.What happened - and what does it mean for investors betting on infrastructure projects across the nation? Tim Lawless, head of research at Cotality joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Why prices along Sydney's new rail line are trailing the market  Too late to the party? Inside metro house price history Will Melbourne metro have the same story as Sydney? Brisbane's Olympic outlook See omnystudio.com/listener for privacy information.

Gold price records are being smashed. Moreover, the volume of money being sunk into gold ETFs and gold miner shares is also reaching spectacular levels: But does that mean it's the top of the market?  Gemma Dale, head of investor behaviour at nabtrade joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: The arguments for a continued escalation in gold prices  How Australians are buying their gold  What the world's most influential forecasts are predicting Why gold miners can still blow it...even in a boom See omnystudio.com/listener for privacy information.

Investors who have held property as the backbone of their retirement portfolios will be the first in line for the new taxes on super…especially at the top end. But what will the ‘final’ template for the new super tax mean for everyone else? Stuart Wemyss of ProSolution Private Clients joins Associate Editor - Wealth, James Kirby in this episode In today’s show, we cover: Ouch! Super tax on many properties will double Top-end turnover…40% wealth tax will drive sales in luxury property Doing your numbers afresh, super should still beat the alternatives Why this time around the Treasurer will get his tax plan through parliament  See omnystudio.com/listener for privacy information.