Investopoly

Stuart Wemyss
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Investopoly

Each episode, about 15 minutes long, is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.

  1. 14 HR AGO

    Q&A: Strategies for lower income earners, non-tax-resident investing, when to move money into super and more...

    In this week’s Q&A episode, Stuart dives into diverse and practical strategies to help listeners navigate complex financial and investment decisions.From a single-income family exploring the best ways to invest despite low borrowing capacity to advice for Australians living abroad, Stuart addresses the financial nuances that impact people at all stages of life. He shares tips on how a father can help his adult daughter purchase a home without jeopardising his own retirement plans, plus in...

    33 min

  2. 6 DAYS AGO

    Ep 329: Avoiding costly mistakes: Choosing the right property ownership structure

    New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart dives into one of property investing's most critical decisions: choosing the right ownership structure. Since changing property ownership can trigger significant costs like stamp duty and capital gains tax, it’s essential to start with a structure that aligns with your long-term investment goals. Stuart explains key considerations, including how tax implicat...

    34 min

  3. 4 NOV

    Q&A: Winding up a SMSF, CGT and whether to buy a property for your child now 

    In this Q&A episode, Stuart covers several insightful financial scenarios, delving into when it makes sense to wind up a self-managed super fund (SMSF), strategies to manage capital gains tax (CGT), and guidance on property purchases to assist children in building wealth. Stuart examines how an SMSF with a lower balance can sometimes lead to higher costs, suggesting alternatives that may offer reduced fees and potentially better returns. Additionally, he addresses CGT concerns, highlighti...

    31 min

  4. 29 OCT

    Ep 328: Smart strategies to manage the cost of personal insurances

    New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this podcast, Stuart shares smart strategies for managing the rising costs of personal insurance, covering income protection, life insurance, TPD, and trauma insurance. Recognising that insurance is often essential to avoid financial disaster, he explains that premiums for these products have significantly increased over the last decade. While many people see insurance as an all...

    32 min

  5. 28 OCT

    Case Study: Knowing when to hold ‘em and when to fold ‘em

    In this episode, Stuart delves into a real-life case study showcasing the journey of a couple who began working with him in 2016 with an extensive asset portfolio, substantial debt, and high income—but faced critical decisions in managing their investments effectively. Starting with their principal home valued at $1.85 million, two investment properties with marginal equity, and $900,000 in investment assets, Stuart walks through their progression to today’s robust financial position, includi...

    31 min

  6. 22 OCT

    Ep 327: Why financial advisors need in-depth knowledge & experience in BOTH property & shares

    Read full blog here.DOWNLOAD our 97-point financial health checklist hereIn this episode, Stuart discusses the significant impact property decisions have on your financial plan, which is often overlooked by financial planners. He explains that property decisions are typically life-long, whether it's purchasing a home or investment property. Many financial planners traditionally focus on shares, bonds, and superannuation, while ignoring property as part of a comprehensive financial strate...

    32 min

  7. 21 OCT

    Q&A: Commercial versus residential property, ownership structures and tax savings, Div.293 super tax and more...

    In this episode, Stuart Wemyss dives into some great listener questions covering a mix of financial strategies. He kicks off with advice on debt recycling, sharing practical tips on how to construct a solid share portfolio for long-term growth. Stuart also unpacks strategies for boosting super balances, especially for those with unique super funds, offering ideas on how to make the most of salary sacrifice and contribution rules.He then tackles a popular debate: residential versus commercial ...

    29 min

  8. 15 OCT

    Ep 326: Part 2: Pros and cons of using a wrap to invest your super

    Read full blog here.DOWNLOAD our 97-point financial health checklist hereIn this episode, Stuart Wemyss explores the benefits and drawbacks of using a wrap account to invest in superannuation. He explains that wrap accounts offer a similar level of transparency and control as self-managed super funds (SMSFs) but with lower costs and fewer administrative burdens. Stuart describes a wrap account as an investment platform that provides a wide array of options, including shares, ETFs, a...

    26 min
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Hosts & Guests

About

Each episode, about 15 minutes long, is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.

Information

  • Creator
    Stuart Wemyss
  • Years Active
    2018 - 2024
  • Episodes
    374
  • Rating
    Clean
  • Copyright
    © 2024 Investopoly
  • Show Website
    Investopoly

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