Podcast Episodes
Back to Search
2021 super returns: The best industry funds & important considerations
Season 1 Episode 172
It is not unrealistic to expect your super returns to be over 20% for the financial year ended June 2021. Of course, this is a great outcome in what …
4 years, 9 months ago
How you can use mean reversion to drive investment returns
Season 1 Episode 171
One of the challenges that many investors face is deciding what to invest in, how much and when. There are three methodologies that you can employ to…
4 years, 9 months ago
When to not invest: 5 questions to ask
Season 1 Episode 170
There are a number of factors that I consider when contemplating an investment on behalf of my clients or for me, personally.
I think it’s very import…
4 years, 10 months ago
Are investment returns that important?
Season 1 Episode 169
Last week a prospective client asked me a very good question. They asked whether I have data that shows what investment returns my clients have gener…
4 years, 10 months ago
Investing in property in the outer suburbs - should you do it?
Season 1 Episode 168
Some buyers’ agents promote investing in more affordable locations. I can understand why some investors might be attracted to follow their advice. Bu…
4 years, 10 months ago
How to ensure your superannuation will be paid to your intended beneficiary
Season 1 Episode 167
Twenty-three-year-old, Ashleigh Petrie nominated her mother as the sole beneficiary of her super. However, Ashleigh’s 63-year-old fiancé was successf…
4 years, 10 months ago
Don't buy property in this market...
Season 1 Episode 166
It is true that buying a property in any market will generate a lot of wealth as long as you (1) buy the right property and (2) hold it for a few dec…
4 years, 10 months ago
How to prepare your business for sale and maximise your after-tax proceeds
There are many reasons to improve the saleability of your business, including if it's your plan to sell your business in the future, of course. Other…
4 years, 11 months ago
Sophisticated borrowers to jump through fewer hoops to get a new loan
Season 1 Episode 165
The Corporations Act makes a distinction between wholesale and retail clients. It is assumed that wholesale clients have a sufficient level of financ…
4 years, 11 months ago
Warning: 3 reasons why negative gearing is in jeopardy
Season 1 Episode 164
One of the Australian Labor Party’s (ALP) big election promises in the 2019 federal election was to abolish negative gearing. It would be logical to …
4 years, 11 months ago