• 28 minutes 46 seconds
    How to legally save tax on property investment with Adrian Raftery

    As a property investor, you may already know the usual tax breaks for properties, like negative gearing, but did you know there are ways to boost your cash flow and tax deductions?

    'Mr Taxman' Dr Adrian Raftery author and tax adviser joins Associate Editor, James Kirby in this episode.

    In today’s show we cover:

    • The benefits of using a PAYG withholding variation
    • Strategies for claiming depreciation
    • What’s deductible and what isn't?
    • Repairs vs Improvements on the holiday rental

    Please note: this episode was recorded before the recent Federal Budget; check current rules given the slated 2027 changes.

    See omnystudio.com/listener for privacy information.

    26 May 2026, 7:00 pm
  • 28 minutes 24 seconds
    Budget fallout: Before you do anything, do this 

    The Federal Budget will be a landmark moment for investors if it all goes through parliament as planned. Investors need to know what happened but also... what might happen next.

    Liam Shorte of Sonas Wealth joins Associate Editor James Kirby, in this episode 

    In today's show, we cover:

    •  CGT changes and your share portfolio
    • A surprise boost for gold investors
    • The new attraction of the family home
    • Negotiables? Budget measures that may be up for review

    See omnystudio.com/listener for privacy information.

    21 May 2026, 7:00 pm
  • 30 minutes 20 seconds
    How to tackle the Budget’s property investment clampdown

    Property investors are trying to piece together the cumulative effect of the bad news in the Budget.
    How much will the combined CGT changes and negative gearing clampdown hit returns? For the everyday investor with the average established investment property the expected internal rate of return is set to plunge from 11 per cent to 8.4 per cent.

    Stuart Wemyss of the ProSolution Private Office group joins Associate Editor, James Kirby in this episode.

    In today’s show, we cover:

    • How to tackle the tax challenge for property investors
    •  Warning... Get your property revalued
    • How come so few investors negatively gear new properties?
    • New tax games emerge with exemptions from the new rules 

    See omnystudio.com/listener for privacy information.

    19 May 2026, 11:50 pm
  • 31 minutes 17 seconds
    Budget Special edition: What you need to do

    The 2026 Budget has introduced the biggest tax changes seen in decades: Every investor in Australia will be affected by the measures. Here's what you need to know...and what to do.

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

    In today's show, we cover:

    • The Capital Gains Tax changes:
    • How negative gearing works from here
    • Goodbye to the good old days for family trusts 
    • Self Managed Super Funds - If you don't have one, think again...

    See omnystudio.com/listener for privacy information.

    14 May 2026, 7:00 pm
  • 28 minutes 59 seconds
    ETFs...What's next? (with Vanguard CEO Daniel Shrimski)

    Australian investors have fully embraced Exchange Traded Funds. Now, as the gap between managed funds and index funds narrows, investors want to know what's next on the menu?


    Daniel Shrimski, CEO of Vanguard Australia joins Associate Editor, James Kirby in this episode.

    In today's show, we cover:

    • The changing shape of ETFs
    • Industry leaders warn on CGT changes
    • Vanguard's ISA plan for Australia
    • The ETF dilemma - Selling a stock that's done too well 

    See omnystudio.com/listener for privacy information.

    11 May 2026, 7:00 pm
  • 25 minutes 46 seconds
    Beyond property: Why it's time to widen your investment horizon

    Investment property and high-dividend-paying shares are about to get a tax hit in the Budget: So, it's the perfect time to look wider for the active investor.

    Jack Tossol of the Partners Wealth Group joins Associate Editor - Wealth, James Kirby, in this episode.

    In today's show, we cover:

    • The persistence of private equity
    • How 'growth' shares get hit with planned CGT changes
    • Are start-ups really disadvantaged in the tax system?
    • How to find the purchase price of very old shares

    See omnystudio.com/listener for privacy information.

    7 May 2026, 7:00 pm
  • 25 minutes 7 seconds
    Who really gets hit with higher rates?

    Interest rate hikes are just not the same anymore: Once upon a time, they hit the mortgage belt, that fictionalised housing strip in the outer suburbs populated by young families. Today the RBA’s weapon of choice lands heavily instead on older Australians. 

    What does it mean for the property investor? 

    Nerida Conisbee, chief economist at Ray White Group, joins Associate Editor, James Kirby in this episode. 


    In today's show, we cover:

    • Investing with rising rates
    • The case against two more rate hikes
    • Why banks are offering longer-lasting mortgages
    • Will negative gearing be effectively restricted to new houses? 

    See omnystudio.com/listener for privacy information.

    5 May 2026, 7:00 pm
  • 29 minutes 22 seconds
    After the oil shock: Who's really making money?

    The Iran crisis oil shock is creating winners and losers in the sharemarket, but it may not be playing out as you expect. Yes QANTAS is hit, but diesel-guzzlers BHP and Rio re big winners. How's that? And why is Wall Street streaking ahead of the ASX once more even though both markets are facing the same energy issues?

    Business columnist Eric Johnson joins Associate Editor - Wealth, James Kirby in this episode.


    In today's show, we cover:

    • New realities of the sharemarket after an oil price spike
    • The AI boom resumes...where are the Aussie players?
    • Firmus - The biggest IPO from a company you've never heard about
    • If EVs are now red hot...is lithium about to boom again?

    See omnystudio.com/listener for privacy information.

    30 April 2026, 7:00 pm
  • 31 minutes 19 seconds
    You're biased! - The six signs of investment bias that hold you back 

    Once you get on top of the basics, then investing should get a lot easier. But the hidden factors that make a difference between winning and losing inside the investment market - including the property market - often have more to do with bias.

    Rasti Vaibhav of the Get RARE property group joins Associate Editor, James Kirby, in this episode.

    In today's episode, we cover:

    • The six signs you're a biased investor
    • The specific issues where bias hits the property investor
    • How lessons from the sharemarket transfer to property
    • CGT - If the reforms are only for residential property, what about A-REITs?

    See omnystudio.com/listener for privacy information.

    28 April 2026, 7:00 pm
  • 31 minutes 55 seconds
    Private credit - How bad is this going to get?

    The private credit boom is having a shake-out: But not before many Australian investors - and big super funds - placed a lot of money into what has been, until very recently, a boom business. What's on the line and where is the exposure? 

    Andy Darroch of Independent Financial Advice joins Associate Editor, James Kirby in this episode.

    In today's show, we cover:

    • The problems plaguing private credit
    • How local wealth managers and big funds are linked with the crisis
    • Liquidity - If you did not know what it meant, you will now
    • How to assess private credit as an asset class from here 

    See omnystudio.com/listener for privacy information.

    23 April 2026, 7:00 pm
  • 26 minutes 24 seconds
    What you should be paying on your borrowings (and getting on your cash)

    The upside of higher interest rates is that you might get more on your money in the bank. But it turns out that anyone who uses a 'bonus' account (which is where the banks offer the best rates) must satisfy the terms and conditions each month.And guess what?  More than 40 per cent of savers in this category don't meet their T&Cs each month - that means they don't get the rate rise. With rates rising it’s time to get across the numbers. 

    In today's show, we cover:

    Sally Tindall, data insights director at Canstar joins Associate Editor, James Kirby in this episode.

    In today's show, we cover:

    • The best cash and borrowing rates in the market
    • How the other half gets short-changed - with bonus rates
    • Should you ever use a bank you never heard of?
    • The NDIS...is there a way out of the mess for the government? 

     

    See omnystudio.com/listener for privacy information.

    21 April 2026, 7:00 pm
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