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Investopoly
Investopoly is a twice-weekly podcast designed to help you make better financial decisions and build wealth with clarity and confidence. Hosted by Stuart (tax adviser, financial adviser, and mortgage broker) and Campbell (senior financial adviser), each episode delivers concise, practical insights grounded in real-world strategy, research, methodologies, and case studies.
You will get two episodes each week: a main episode that deep-dives into a single wealth-building topic, and a Q&A episode that answers listener questions and real scenarios. Send your questions to questions@investopoly.com.au
We also writes a weekly blog, and many podcast topics build on those ideas and frameworks. Stuart's forthcoming book, Wealth by Design, will be available in July 2026.
Investopoly
Q&A - Should we buy in Melbourne, development CGT, FHB advice and more
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In this Q&A episode, Campbell Wallace answers a wide range of listener questions from first-home buyers to seasoned investors navigating tax and strategic property decisions. John, a rentvestor with a young family, asks whether buying an investment-grade property in Melbourne now, with plans to use the proceeds to reduce PPOR debt in the future, aligns with his flexible, lifestyle-focused goals. Campbell explores how this fits into a broader wealth strategy and the trade-offs involved.
Steve seeks clarity on the tax implications of a small-scale development profit, asking whether his return will be taxed as capital gains or income, and how reinvesting or using super contributions might defer or reduce the liability. Campbell outlines the critical details of tax treatment and timing.
Namak asks how to handle a delisted ASX stock he sold for a nominal value to crystallise a loss, and whether the cost, fee, or both can be claimed. A 21-year-old first-home buyer asks about investment-grade criteria, CGT exemption rules when living with housemates, and tips for young investors planning early financial independence. Campbell closes with insights on structuring property ownership, buffers, and relationship planning. A thoughtful episode for anyone looking to optimise their next financial move.
Our most popular free guides:
Over the years we've written hundreds of articles. These three bring our best thinking together on the topics that matter most right now: choosing a super fund, debt recycling, and navigating the new tax changes.
My new book, Wealth by Design, is out now:
Buy online or in bookstores. The ebook is available now, audiobook coming soon.
Got a question for the podcast?
Email us at questions@investopoly.com.au
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Important
This podcast provides general information about finance, tax and credit. It doesn't take into account your specific objectives, financial situation or needs, so you need to assess whether it's relevant to your circumstances before acting on it. If you're not sure, speak to a licensed, trustworthy professional.
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