
The Money Puzzle July 1 tax and super changes - what you need to do
Apr 3, 2024
Financial adviser James Gerrard joins wealth editor James Kirby to discuss upcoming tax and super changes effective July 1, including positioning for lower tax rates, investing based on demographics, and the impact of market index funds on diversification.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Tax Strategies and Cryptocurrency Investment Insights
02:19 • 14min
Exploring the Effects of Aging Population on Australia's Tax System and Economy
16:29 • 3min
Australia's Aging Population and Superannuation Balances
19:18 • 6min
Exploring Hillsong and Market Diversification Strategy
25:19 • 2min
Exploring Diversification in Investment Portfolios and Equal Weight Strategy
27:29 • 2min
Strategies for Diversification Using ETFs and the Risks of Over-Concentration
29:33 • 3min
