Episode Details

Back to Episodes
Listener Questions Answered : Defensive assets, super tax sting and US investment risks

Listener Questions Answered : Defensive assets, super tax sting and US investment risks

Published 2 months, 1 week ago
Description

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?

See omnystudio.com/listener for privacy information.

Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us