Read Full Blog Here In this week’s episode, Campbell tackles a variety of complex and timely superannuation and wealth-building questions, starting with the government’s revised $3 million super cap, also known as Division 296. He breaks down what’s changed, what’s stayed the same, and why the new rules are far more balanced than the initial proposal. Campbell also explores what high-balance super fund holders should consider, especially those with illiquid assets, such as property. Listeners...
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Read Full Blog Here In this week’s episode, Campbell tackles a variety of complex and timely superannuation and wealth-building questions, starting with the government’s revised $3 million super cap, also known as Division 296. He breaks down what’s changed, what’s stayed the same, and why the new rules are far more balanced than the initial proposal. Campbell also explores what high-balance super fund holders should consider, especially those with illiquid assets, such as property. Listeners...
Q&A - Navigating Property, Super, and Tax: Smart Moves for the Next Stage of Wealth
Investopoly
32 minutes
4 weeks ago
Q&A - Navigating Property, Super, and Tax: Smart Moves for the Next Stage of Wealth
In this episode, Stuart answers a wide range of listener questions on property strategy, superannuation, and capital gains tax, each offering a unique perspective on wealth management across different life stages. Jim and his wife are considering whether to upgrade their home now, invest in ETFs, or continue expanding their portfolio through a trust structure. Stuart weighs the options and long-term implications of each. Kayt asks whether a low-fee option like a Vanguard retirement product is...
Investopoly
Read Full Blog Here In this week’s episode, Campbell tackles a variety of complex and timely superannuation and wealth-building questions, starting with the government’s revised $3 million super cap, also known as Division 296. He breaks down what’s changed, what’s stayed the same, and why the new rules are far more balanced than the initial proposal. Campbell also explores what high-balance super fund holders should consider, especially those with illiquid assets, such as property. Listeners...
