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Is Sophisticated Investor status worth the effort?

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Manage episode 448562343 series 2634896
内容由audio@news.com.au and The Australian提供。所有播客内容(包括剧集、图形和播客描述)均由 audio@news.com.au and The Australian 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

476集单集

Artwork
icon分享
 
Manage episode 448562343 series 2634896
内容由audio@news.com.au and The Australian提供。所有播客内容(包括剧集、图形和播客描述)均由 audio@news.com.au and The Australian 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

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