The Money Puzzle

• Is your home the worst investment you’ll ever make?

  If it wasn’t said by a top financial adviser, you might dismiss it as a quote out of context, but Partners Wealth Group Jack Tossol is not kidding: He says a generation that has ‘sunk everything’ into the family home will miss the chance to have a successful tax-deductible investment plan. It’s a provocative notion, challenging die-hard principles of money management, but with house prices moving higher again...you have to listen. Financial adviser Jack Tossol of Partners Wealth Group joins Associate Editor - Wealth, James Kirby, in this episode. In today’s show, we cover No tax deduction, no income…Is home ownership overrated? Why ‘Rentvesting’ is worth revisiting Are you facing decades of ‘dead money' in your home mortgage? Challenging the ‘retirement sweet spot’ See omnystudio.com/listener for privacy information.

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• BONUS: Investing Secrets from $1.5bn Fund Manager Jun Bei Liu

  In this bonus episode of The Money Puzzle, The Australian’s Wealth Editor, Julie-anne Sprague, unpacks what it takes to be a great investor with one of the nation's top stockpickers, Jun Bei Liu. How did Liu learn to invest? What did she learn when things went wrong and what's her advice for everyday investors wanting to build their wealth?Jun Bei Liu of Ten Cap joins Wealth Editor Julie-anne Sprague in this bonus episode.See omnystudio.com/listener for privacy information.

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• The retirement 'sweet spot' is under threat

  Inside the advice sector, they call it ‘the sweet spot’: The perfect amount of money to have in super that also guarantees you access to a government pension. With the majority of Australians accessing full or part-time pensions, it’s a big game and the rules have been clear for a long time. But those ‘pension access’ rules may soon be overhauled as the government launches a major tax review this month at the so-called ‘productivity summit. Hugh Robertson of Centaur Financial Services joins Associate Editor - Wealth James Kirby in this episode. In today's show, we cover... The retirement sweet spot for optimising pension access The retirement black spot - just missing out on a pension Why the pension asset test may soon be tightened Dividend Reinvestment Plans - Not for everyone See omnystudio.com/listener for privacy information.

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• Melbourne property rebound… it’s happening

  Property investors have watched the Melbourne market sink for a decade. But the tide is turning, early investors are being rewarded as the latest numbers for Victoria show green shoots in the nation’s second biggest city. Stuart Wemyss of the ProSolution Private Clients group joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Green shoots for Melbourne as city prices lift A long way to go, how Victoria did nothing for a decade Property tax - Victoria no worse than interstate rivals The townhouse opportunity in our major cities See omnystudio.com/listener for privacy information.

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• Special edition: How The Australian’s Wealth team invests

  In today's special edition to mark the online launch of The Australian's 'Wealth Vertical', wealth editor Julie-anne Sprague joins James Kirby to talk about how an experienced financial journalist sets about investing. Wealth editor Julie-anne Sprague joins Associate Editor-Wealth in this episode. In today's show, we cover: Do the very rich tell us anything useful? Financial advice: Getting it is one thing, using it is another Taking risks when you know how often things go wrong The way to start your wealth journey. See omnystudio.com/listener for privacy information.

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