Podcasts

$80,000 a year, tax-free, just to live “comfortably” after work? That headline number can feel like a punch in the guts, especially when you open your super statement and realise you’re not close. We sit down with superannuation specialist Marco…

Total control over your super sounds empowering, right up until you realise you are also the trustee, the compliance manager and the last line of defence against mistakes. We sit down with superannuation specialist Marco Mellado to unpack what self-managed…

Hiring a financial adviser can feel like handing your future to a stranger, especially when you’re already under pressure from a big life change. We talk through the moments that commonly push people to seek advice, from starting a family…

The ATO is waving a big flag at tax time, and it’s not just about rental property deductions and work-related expenses anymore. We dig into the areas that trip up real people: capital gains tax on shares, the fast-growing crypto…

Interest rates don’t jump from near zero to around 4% without consequences and when they do, investors start asking the same urgent question: what breaks first? We talk through the shockwaves from the Silicon Valley Bank deposit run and why…

Retirement doesn’t sneak up all at once, then politely wait for you to be ready. One day you realise your “someday” plan needs actual numbers, and that’s where a retirement plan audit earns its keep. We walk through how we…

You can feel “close to retirement” and still have no clear idea whether your plan holds up. We put a spotlight on the big gaps people miss by running a Retirement Plan Audit, a simple checklist that turns vague intention…

The hardest part of helping your parents with money is not the numbers, it’s the emotion. When someone who has “always handled it” starts to drown in paperwork, forget logins, or avoid conversations, stepping in can feel like taking away…

A policy tweak can sound tidy on a press conference podium, then get very messy the moment it hits real portfolios. The proposed $3 million superannuation tax change is a perfect example: lifting the concessional tax rate to 30% might…

A rate cut can feel like a simple story: cheaper mortgages, happy households, end of problem. But if you’re trying to live off savings, build an income portfolio, or decide whether shares are “too expensive”, the real story is messier…