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Setting up for the new financial year

Setting up for the new financial year

The Money Puzzle · The Australian

July 25, 202443m 55s

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Show Notes

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 

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Topics

FY 2025 investment strategiesAustralian financial year planningsmall-cap vs large-cap stocksinterest rate predictions AustraliaCGT on rental properties AustraliaBiden economic policies impactAustralian investor tipsfinancial goals FY 2025Hugh Robertson Centaur Financial ServicesJames Kirby wealth editorAustralian investment podcastactive investing tips Australiasmall-cap stocks Australiacapital gains tax Australiaproperty investment Australia