Listener Questions Answered : Defensive assets, super tax sting and US investment risks
The Money Puzzle · The Australian
January 29, 202628m 33s
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Show Notes
The sharemarket is surging and we are trading like it's late 2007, which makes it a very good time to review how your portfolio would fare if things turn sour.It's also time to catch up on new changes in super.
Liam Shorte of the Sonas Wealth group joins Associate Editor, James Kirby in this episode
In today's show, we cover:
- Cash, annuities and hybrids
- Stings in the new super tax bill
- US investments and Australian tax
- Should I transfer my UK pension back to Australia?
See omnystudio.com/listener for privacy information.
Topics
defensive assetssuper taxUS investmentUK pension transferportfolio reviewsharemarketmarket volatilitysuperannuationcash investmentsannuitieshybridsAustralian taxMoney Puzzle Podcast