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Setting up for the new financial year

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Manage episode 430647108 series 2634896
Indhold leveret af audio@news.com.au and The Australian. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af audio@news.com.au and The Australian eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

So, you probably did very well in the year to June as an active investor: But what are your plans for the year ahead? Do you still believe rates are going down? Will small caps outperform large caps? It's time to take stock.

In today's show we cover

* Setting your sails for FY 2025
* The Biden moment - When it's time to quit
* The theory behind a potential small-cap rebound
* CGT tangles in the home where you lived and then rented

Hugh Robertson of Centaur Financial Services joins wealth editor James Kirby in this episode

See omnystudio.com/listener for privacy information.

  continue reading

468 episoder

Artwork
iconDel
 
Manage episode 430647108 series 2634896
Indhold leveret af audio@news.com.au and The Australian. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af audio@news.com.au and The Australian eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

So, you probably did very well in the year to June as an active investor: But what are your plans for the year ahead? Do you still believe rates are going down? Will small caps outperform large caps? It's time to take stock.

In today's show we cover

* Setting your sails for FY 2025
* The Biden moment - When it's time to quit
* The theory behind a potential small-cap rebound
* CGT tangles in the home where you lived and then rented

Hugh Robertson of Centaur Financial Services joins wealth editor James Kirby in this episode

See omnystudio.com/listener for privacy information.

  continue reading

468 episoder

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