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Setting up for the new financial year

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Manage episode 430647108 series 2634896
Content provided by audio@news.com.au and The Australian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by audio@news.com.au and The Australian or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

467 episodes

Artwork
iconShare
 
Manage episode 430647108 series 2634896
Content provided by audio@news.com.au and The Australian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by audio@news.com.au and The Australian or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

467 episodes

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