The Money Puzzle

The markets are overheating : Records are being made on the ASX while profits are actually falling. As we inch towards the most dangerous time of the year for the share market, you should be rebalancing your investment portfolio.

Adviser and family office chair, Dr Doug Turek joins Associate Editor - Wealth, James Kirby, in this episode.

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In today's show, we cover:

• Rebalancing time - whether you like it or no...

2025 started slowly for house prices - and the absence of a second rate cut mid -year might have cooled sentiment - but economists are now upgrading their forecasts as prices move significantly higher.Bank of Queensland is now calling a 6 per cent price increase for houses across the nation this year and next year.

Peter Monckton, chief economist at Bank of Queensland joins Associate Editor - Wealth, James Kirby in this episode.

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The extensive wealth of triple murderer Erin Patterson is almost certain to now be the subject of claims from the estates of her victims: The extraordinary story highlights some key changes in the world of wills and inheritance. 

In today's show, we cover:

• Rich from inheritance, Erin Patterson now set to face money claims 
• The rapidly changing rules for wills and inheritance
• Why Wills left on iphones will become more...

If buying off the plan property is so long associated with later problems, why do investors ever do it?
Today we take a look at the value proposal offered by off the plan property with its discounts, tax breaks and guarantees...

In today's show, we cover...

• The best and worst of off the plan investments
• Who is offering the guarantee?
• Buying through Self-Managed Super funds
• A listener wants to construct their own in...

Is it the end of the US markets as we once knew them? No way! But the US dollar is fading and that creates a major shift in global investment markets.For Australian investors it's time to hedge and it's also time to look at two key investments you may not have considered until now.   

Will Hamilton of Hamilton Wealth Partners joins Associate Editor - Wealth, James Kirby in this episode.

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In today's show, ...

Rates are falling, demand is strong and rental vacancy levels remain at rock bottom: No wonder auction clearance rates across Australia are returning to normal. What happens next? It's looking like we are at the start of a rebound.

Louis Christopher, managing director of the SQM Research Group joins Associate Editor - Wealth,  James Kirby in this episode.

In today's show, we cover:

• Why property experts believe a recov...

Is it really this easy? You buy a share market index fund and it goes up by 10 per cent every year.....Hmm...Well, actually, the ASX 200 index is comprised of 50 per cent banks and miners: When they rise together, an index fund will fly high. But if the going gets tough, your share portfolio will not be as diversified as you may think. What's more, major problems are forming in the market where enormous amounts of money are pouring...

It's the first week of the new financial year: Time to reset your portfolio for the year ahead. Hot share markets, patchy property prices and new rules for super: You need to get up to speed but more than that, you need to stick with your investment principles.

Author Noel Whittaker joins Associate Editor - Wealth, James Kirby in this episode

In today's show, we cover:

• Property - Challenging the positive outlook 
• After do...

Our recent show on crypto, which was openly sceptical about Bitcoin, triggered a storm of response from listeners who believe Bitcoin is a very worthy asset.
Today, we hear another point of view: AMP recently invested $27m in Bitcoin and that decision has returned around 40 per cent in profits.

In today's show, we cover...

• The bull case for Bitcoin from a mainstream investor
• Must you understand something to invest in it?
• Th...

The residential property market is about to be split into very clear segments thanks to a wave of generous home loan incentives. For investors, there is a clear opportunity here: Competition will be slim and values will improve in the market categories just above the incentive thresholds. In fact, the government has usefully provided a guide to how and where the opportunities will arise.

Cameron Kusher of Kusher Consultin...

One in three Australian investors now have crypto, and that includes an estimated $1 billion inside the SMSF sector alone.Bitcoin is up more than 40 per cent over the last year...it's time to reconsider 'digital gold'.

Author and family office director Jacqui Clarke joins Associate Editor-Wealth, James Kirby in this episode.

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In today''s show, we cover

• Why has crypto jumped again?
• The big end of town gets involved
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Buyer's advocates spend their entire time professionally working on the business of buying residential property: As our guest today suggests: "It's both a science and an art."

In fact, the secret is that you can make compromises to get what you want.
But those compromises can be quite different for the home buyer compared to the residential investor.

Jarrod McCabe of Wakelin Property Advisory joins Associate Editor - Wealth, Jam...

McGrath’s Tony O’Doherty is one OF Australia’s top real estate agents: He has sold more than $270m worth of residential property over the last year…and he’s got some very useful information to impart, one secret in particular will fascinate you.

Tony O’Doherty of the McGrath property group in Bulimba joins Associate Editor -Wealth, James Kirby in this edition.

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The second term of Donald Trump has been marked by a roller coaster global sharemarket: Even the biggest players among Australian industry funds are openly debating whether it's worth sticking with Wall Street. But you have to make a decision...

Nick Griffin, chief investment officer at Munro Partners joins Associate Editor Wealth, James Kirby in this episode.

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In today's show, we cov...

Our show on the incentives available (federal and state) on turning your home into a clean energy powerhouse brought in a flood of questions.Today we return to the issue with top questions from listeners.

Financial adviser James Gerrard of www.financialadviser.com.au joins Associate Editor - Wealth, James Kirby in this episode.

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In this episode, we cover...

• The best way to go solar at home 
• Do second han...

One of the most original ideas in property investment is the ThirdHome group, a global exchange club for holiday home properties that opens up what in many cases is an under-utilised asset to the wider world: Just quietly, the group has signed up more than 500 Australian luxury holiday homes - it's a fascinating story.

Wade Shealy, founder and CEO of the ThirdHome group, joins Associate Editor We...

Everyday shareholders have always been at the back of the queue when it comes to takeovers, but this year global private equity players have clearly emerged as the 'Barbarians at the gate'.
Healthscope, once a $5 billion stock is now in  receivership along with  its chain of 37 hospitals after a private equity deal went very wrong...what's next?

Eric Johnston, Associate Editor- Business, joins James Kirby in this episo...

pmarket property is, well, in a league of its own: Shane Smollen is a specialist in the area…and the creator of some of the most impressive heritage-focussed developments in the country.

In today’s episode, we cover…

* Quality first - Setting your property ambitions higher
* Expect the unexpected - surviving whatever gets in your way
* The distinct business of luxury property
* Can I live ...

Investors at all levels are up in arms over the new super tax largely because it is based on 'paper gains' and it will not be indexed for inflation.

Don't miss this special edition...

In today's show, we cover...
* The essential problems with the new super tax 

• Why it will affect you faster than you may realise
• Alternative options to keeping money in super
• What is likely to happen next with so-called 'Division 296...