The Money Puzzle

• Property investors brace for new super tax squeeze

  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.

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• The common financial mistakes forcing people to work longer

  Most people worry about whether they have enough money to have a comfortable retirement. Financial adviser James Wrigley has a framework to help people better plan and therefore enjoy the retirement they want. In this episode, James Wrigley joins The Australian's Wealth Editor Julie-anne Sprague to explain his top tips to knowing what you need to retire on and how to get there. Also on this episode: How to work out how much you need to retire on Strategies to build wealth into retirement How James Wrigley became big on social media Super contributions to maximise tax benefits See omnystudio.com/listener for privacy information.

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• Mortgage wars: why the banks are offering sweeter deals

  The major banks don’t usually offer big deals to first home buyers, usually because beggars can’t be choosers. But that's changing. There's big incentives on offer, including massive amounts of frequent flyer points and lower interest rates. So, can you snag a better deal even if you're not a first home buyer? The Australian's wealth reporter Anthony Keane joins Julie-anne Sprague, Wealth Editor at The Australian, to unpack the latest. Also in this episode, we detail how you can build an investment property without parting with a single cent. How much equity do you need in your home to be able to do this, what are the traps to be aware of and how can you maximise returns? See omnystudio.com/listener for privacy information.

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• The great wealth transfer: what you need to know before gifting money

  Many parents and grandparents want to be able to help their children, and do so while they’re alive rather than leaving a large inheritance. But there are tax implications and gifting rules to be mindful of. In this episode, co-founder and head of financial advice at Leeuwin Wealth Jason Featherby sits down with The Australian’s Wealth Editor Julie-anne Sprague to explain the tips, tricks and traps to helping your adult children financially. In today’s show we cover: Tax implications by gifting property to family members How to know if you’re financially secure enough to help the kids Why you should never close out your mortgage And why it might not be a good idea to be a secondary credit card holder See omnystudio.com/listener for privacy information.

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• How to pick a suburb ripe for booming house prices

  House prices across most capital cities are expected to rise over the next 12 months. So how do you pick which is the best one to buy an investment property? How can you pick a stand-out market and what are the traps for investors when buying property in rising markets? Empower Wealth managing director and podcast co-host Ben Kingsley joins The Australian's Wealth Editor, Julie-anne Sprague. In today's show, we cover: The government's expanded First Home Buyer Scheme Is there a potential property bubble forming in parts of the market? What investors should prioritise when buying a property How to choose one suburb over another to maximise profits See omnystudio.com/listener for privacy information.

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