Is Sophisticated Investor status worth the effort?
The Money Puzzle · The Australian
November 5, 202425m 13s
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Show Notes
There are two classes of private investor in Australia: Everyday retail investors and legally certified sophisticated investors (defined by law as having an annual income of at least $250,000 or assets of more than $2.5m),Today we examine the sophisticated investor regime - how it works and whether you would gain anything from making the cut.
Ray Tubman of Heirwealth joins wealth editor James Kirby in this episode
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In today's show, we cover:
- The great Australian $3.5 trillion wealth transfer
- The good and bad of becoming a sophisticated investor
- Property options for the High Net Worth brigade
- SMSF versus index funds inside Big Super
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