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Is Sophisticated Investor status worth the effort?

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Manage episode 448562343 series 2634896
Content provided by audio@news.com.au and The Australian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by audio@news.com.au and The Australian or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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

See omnystudio.com/listener for privacy information.

  continue reading

469 episoade

Artwork
iconDistribuie
 
Manage episode 448562343 series 2634896
Content provided by audio@news.com.au and The Australian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by audio@news.com.au and The Australian or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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

-------

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

See omnystudio.com/listener for privacy information.

  continue reading

469 episoade

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