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Investopoly
Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
Investopoly
Q&A: Tax & super investment options, the “right” strategy, Melbourne property, company restructure and more...
In this Q&A episode, Stuart dives into diverse financial topics, from tax-efficient super strategies to Melbourne's property market trends and business exit planning. He answers listener questions on the best share broking platforms, breaking down fees, accessibility, and market options.
For superannuation investors, Stuart explains the tax implications of switching super fund investment options and discusses strategies for managing the taxable component of an SMSF, including the re-contribution method. He also provides guidance on balancing mortgage repayments, property investment, and share market exposure as retirement nears.
The episode also explores the dynamics of Melbourne’s property market, evaluating whether now is the right time to buy, and the impact of land tax policies on investors. Lastly, for business owners, Stuart outlines tax-effective exit strategies, focusing on minimising CGT when selling a startup.
If you’re looking to optimise your wealth-building strategy, superannuation planning, or investment approach, this episode is packed with expert insights to help you make informed financial decisions. Tune in now for valuable takeaways!
Do you have a question? Email: questions@investopoly.com.au or for a faster response, post a comment on the episode's video over on YouTube: https://www.youtube.com/@investopolypodcast/podcasts
If you're interested in working with my team and me, discover how we can work together here: https://prosolution.com.au/prospective-client/
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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
