The nestegg Podcast: Recent Episodes
Momentum Media
The nestegg Podcast is your chance to hear from the experts, advisers and everyday Aussie investors about the biggest themes shaping the Australian investing, property, tax and retirement landscapes.
In the final episode of The nestegg Podcast for 2021, host Maja Garaca Djurdjevic checks in with our three experts to hear their final thoughts on the year that’s passed and their hopes for the next 12 months.
Steve Waters, director of Right Property Group, talks Christmas selling season and opens up about the key lessons that he’s learnt this year that he will gladly take forward with him into 2022.
RMIT senior lecturer of finance Dr Angel Zhong covers meme stock ETFs as well as provides her thoughts on next year’s economic outlook.
Finally, tax and super guru Timothy Munro shares his end of year financial checklist and some handy tips that could help you keep your credit card in check over the gifting season.
In this episode of The nestegg Podcast, host Maja Garaca Djurdjevic checks in with our three experts, digging into the biggest headlines in the world of superannuation, property, investing and wealth creation, as well as touching on the new Omicron scare.
Steve Waters, director of Right Property Group, talks about investing in a unit and whether first-time investors should put their money into a well-located apartment over a house in a regional setting. He touches on new versus old units and what history tells us.
RMIT senior lecturer of finance Dr Angel Zhong covers equity crowdfunding, what it is and how it’s trending. Dr Zhong also talks about legalities as well as risks for retail investors.
Finally, tax and super guru Timothy Munro chats about industry super funds turning to courts to amend their trust deeds and why this needs to stop. Mr Munro also chats about investing your super in crypto and the implications.
Have a question for our experts? Get in touch at editor@nestegg.com.au, and you might get featured on the next episode.
In this episode of The nestegg Podcast, host Maja Garaca Djurdjevic checks in with our three experts, digging into the biggest headlines of what’s happening when it comes to the world of superannuation, property, investing and wealth creation.
Steve Waters, director of Right Property Group, talks about affordability, inflation and his expectations for property in 2022.
RMIT senior lecturer of finance Dr Angel Zhong covers the interesting topic of buy now, pay later and what its introduction to the hospitality industry could mean for consumers. She also relays her thoughts on CBA’s entry into crypto and how other banks may react.
Finally, tax and super guru Timothy Munro tackles the likely return of a popular tax-saving measure in 2022. He also delves into super’s stellar performance and why Aussies aren’t leaving failing MySuper products.
In this episode of The nestegg Podcast, guest host Fergus Halliday checks in with our three experts, digging into the biggest headlines of what’s happening when it comes to the world of superannuation, property, investing and wealth creation.
Steve Waters, director of Right Property Group, takes stock of spring selling season, takes note of rising rental prices and examines whether inflation may cause the Reserve Bank of Australia to act sooner rather than later when it comes to rate rises.
Then, RMIT senior lecturer of finance Dr Angel Zhong introduces us to crypto asset exchange traded funds, why they’re as significant as they are controversial, and what investors should consider before buying into one.
Finally, tax and super guru Timothy Munro tackles the question of whether the government’s Future Fund should act as a default super fund for Australians.
We also take a closer look at how poor readability can shape the way that consumers think about their super, and evaluate what can be done to address the loophole that Industry Super Australia says is costing workers $5 billion a year.
In this episode of The nestegg Podcast, host Maja Garaca Djurdjevic checks in with our three experts to talk through the biggest stories regarding property, financial wellness and investing.
Steve Waters, director of Right Property Group, chats about the end of lockdowns in Sydney and Melbourne and the impact on property. Steve admits to being pleasantly surprised by Victoria’s recent record-breaking house price growth and gives his thoughts on possible tax changes ahead of the federal election.
Meanwhile, RMIT’s senior lecturer of finance, Dr Angel Zhong, chats about the soaring NFT market and what measures might be required in the future to create a robust and efficient system for NFTs.
Lastly, our regular tax and super expert, Timothy Munro, discusses the meaning and importance of financial wellness and why young people in particular may need to alter their financial behaviours.
In this episode of The nestegg Podcast, host Maja Garaca Djurdjevic checks in with our three experts to talk through the biggest stories regarding property, superannuation and investing.
Steve Waters, director of Right Property Group, chats about APRA’s latest move which will see the borrowing capacity of millions of Aussies decrease. He shares if and how the regulator’s decision could impact the market.
Meanwhile, RMIT’s senior lecturer of finance, Dr Angel Zhong, chats about decentralised finance and how it compares to bitcoin.
Lastly, our regular tax and super expert Timothy Munro discusses the importance of a financial adviser amid a raft of changes to super and gives his last-minute tips to Aussies yet to lodge their tax returns.
On this episode of The nestegg Podcast, guest host Fergus Halliday checks in with our three experts to talk through the biggest conversations happening around when it comes to the world of superannuation, property, investing and wealth creation.
Steve Waters, director of Right Property Group, talked to us about how Sydney and Melbourne’s property sectors are faring as the light at the end of the lockdown tunnel begins to come into sight.
Meanwhile, RMIT’s senior lecturer of finance, Dr Angel Zhong guided us through how investors should approach taking advantage of the economy as re-opens. How do you spot a company with strong fundamentals?
Lastly, tax and super guru Timothy Munro told us why consumers should expect a better tax return than usual in 2021. We also talked through whether the government should lead by example when it comes to paid parental leave and superannuation, and touched on recent suggestions by Australian lawmakers that the super sector is affected by cartel-like behaviour.
Have a question for our experts? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
In this episode of The nestegg Podcast, host Maja checks in with our three experts to discuss this week’s biggest conversations about super, property and investment.
Steve Waters, director of Right Property Group, talks about the current market and its growth prospects, hinting at a “revenge spend” period post-lockdown. Could property prices really inflate by a further 20 per cent?
Meanwhile, RMIT’s senior lecturer of finance, Dr Angel Zhong, talks about the earning season and dividends, delving into how companies decide distribution policy. Find out what is happening in the recent dividend announcements.
Last but not least, tax and super guru Timothy Munro talks us through the results of APRA’s inaugural super test and how engaged members should really be with their super. Timothy also touches on the super splitting law and what it means for relationship breakdowns.
Have a question for our experts? Get in touch at editor@nestegg.com.au and you might get featured in the next episode.
On this episode of The nestegg Podcast, guest host Fergus Halliday checks in with our three experts to discuss this week’s biggest conversations about super, property and investment.
Steve Waters, director of Right Property Group, unpacks the implications of the NSW government’s new regional permit system and what it means for the near term within the state’s property market. What should potential buyers and sellers expect from Sydney’s spring selling season, given the ongoing lockdown restrictions?
Meanwhile, RMIT’s senior lecturer of finance, Dr Angel Zhong, breaks down what the BHP-Woodside merger deal means for both parties, plus investors. Could the move make it easier for ESG investors to get a foot in the door on one of the biggest oil and gas giants?
Last but not least, tax and super guru Timothy Munro talks us through whether the Future Fund can cut it in the superannuation space, and what the rise in calls to Australia’s biggest debt hotlines can tell us about the ongoing impacts of the pandemic on everyday consumers.
Have a question for our experts? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss property price movements, Square’s Afterpay acquisition and the soaring price of advice.
Steve Waters, director of Right Property Group, chats about the ongoing lockdowns and how they’re shaping property. The property expert also dives into the sea and tree-change trend, and whether it’s becoming a new norm, especially among residents of Sydney and Melbourne.
RMIT’s senior lecturer of finance, Dr Angel Zhong, delves into Square’s Afterpay acquisition and what it means for investors.
And lastly, tax and super guru Timothy Munro talks about the soaring price of advice and why young Aussies should think twice before turning to TikTok for their financial tips.
On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss the ongoing NSW lockdown, the ins and outs of the COVID-19 Disaster Payments, and how Brisbane’s successful Olympics bid could impact equities and property.
Steve Waters, director of Right Property Group, chats about the impact of the lockdowns on the property market, what the 2032 Olympics could mean for Brisbane’s market, and whether APRA might need to pull the handbrake to cool house price growth.
RMIT’s senior lecturer of finance, Dr Angel Zhong, delves into how the Olympics and other major events affect stock returns and what the implications are for investors.
And lastly, tax and super guru Timothy Munro talks about the near-record super returns, the COVID-19 Disaster Payments and what they mean for your super.
On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss the ups and downs of online auctions, the power of activist short-sellers, and tax time 2021. Steve Waters, director of Right Property Group, chats about online auctions and why they resemble “a bad Zoom meeting”, the growing resilience of the property market, and how Sydney’s lengthy lockdown could shake things up. RMIT’s senior lecturer of finance, Dr Angel Zhong, delves into short selling – the original trade that sent GameStop stock soaring – and how activist short-sellers are impacting markets. And lastly, tax and super guru Timothy Munro talks about those early tax lodgers and possible ramifications, as well as detailing the temporary shortcut method, which you may be able to use this tax time.
On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss whether the latest round of COVID lockdowns will impact property prices, the ins and outs of the metaverse, and why you shouldn’t lodge your tax just yet.
Steve Waters, director of Right Property Group, chats about the latest auction data and whether the recent lockdowns could impact property prices, especially in Australia’s most populous state – NSW.
RMIT’s senior lecturer of finance, Dr Angel Zhong, delves into the metaverse and how a new virtual reality is becoming a lucrative digital space for well-known brands. And lastly, tax and super guru Timothy Munro talks about the COVID-19 Disaster Payment and why you shouldn’t lodge your taxes in July. Have a question for our experts? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss whether owner-occupiers should withdraw from the property market, the effects of Tuesday blues on the ASX, upcoming super changes and more.
Steve Waters, director of Right Property Group, chats about current property price movements and whether owner-occupiers are being priced out of the market. RMIT’s senior lecturer of finance, Dr Angel Zhong, delves into the Tuesday blues effect and the implications for Aussie investors. And lastly, tax and super guru Timothy Munro talks about upcoming super changes and shares his handy checklist ahead of tax time.
Have a question for our experts? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss the property price movements, fintok and finfluencers, and tax time. Steve Waters, director of Right Property Group, chats about the resilience of the property market in Victoria, where another lockdown is currently in place, as well as Westpac’s latest surprising predictions for property price movements.
RMIT’s senior lecturer of finance, Dr Angel Zhong, reveals the rise of fintok and finfluencers and the dangers social media presents to financial markets.
And lastly, tax and super guru Timothy Munro talks about tax time. He reveals what Aussies need to be mindful of as we head towards 30 June, and why some should look at engaging a professional this tax time.
On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss the federal budget and its impact on equities, property investing and super.
Steve Waters, director of Right Property Group, chats about the budget’s focus on first home buyers, but points to potential problems with some of the government’s schemes.
RMIT’s senior lecturer of finance, Dr Angel Zhong, reveals the budget’s winners and losers and the implications some of the more controversial proposals could have on the sharemarket. She also gives her thoughts on the budget’s slant on women.
And lastly, tax and super guru Timothy Munro talks about budget and super, dissecting the $450 threshold abolishment, the expanded access to downsizer contributions and more.
Have a question for our experts? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss the latest in equities, property investing and super. Steve Waters, director of Right Property Group, chats about the subdued April price growth and how prices are predicted to move for the remainder of the year.
RMIT’s senior lecturer of finance, Dr Angel Zhong, talks about the Biden climate summit and impacts on the Australian sharemarket, as well as the possibility of a carbon border tax and what it means.
And lastly, tax and super guru Timothy Munro gives his thoughts on the overhaul of the superannuation performance test and the upcoming budget.
On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss the latest in equities, property investing and super. Steve Waters, director of Right Property Group, chats about the latest in property, including the much talked about use of macro-prudential measures to cool the rapidly expanding market.
RMIT’s senior lecturer of finance, Dr Angel Zhong, talks about soaring ETFs, what they are and why young investors, in particular, are jumping onboard their latest surge. Dr Zhong also takes a closer look at BNPL platforms.
And lastly, tax and super guru Timothy Munro gives his thoughts on Prime Minister Scott Morrison’s choice to backtrack on any further SG changes and looks at the impending end of the low and middle income tax offset.
Have a question for our experts? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss the latest in equities, property investing and super.
Steve Waters, director of Right Property Group, chats about the latest in property, including CoreLogic’s latest findings, which suggest national home values have increased at the fastest pace in over 30 years, and why he isn’t quite sure this is the case.
RMIT’s senior lecturer of finance, Dr Angel Zhong, talks about soaring travel stocks, the rising popularity of NFTs and what they are, as well as the sudden meltdown of Archegos Capital Management.
And lastly, tax and super guru Timothy Munro gives his thoughts on Paul Keating’s early release of super verdict, as well as an overview of life after JobKeeper.
On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss the latest in equities, property investing and super. Steve Waters, director of Right Property Group, chats about the latest in property, the end of the rental moratorium, the raging NSW floods and how to minimise the risk when purchasing a property.
RMIT’s senior lecturer of finance, Dr Angel Zhong, talks about Commonwealth Bank’s BNPL entry, the tech stock bubble and recent drop in tech stock prices around the world, and why 450,000 additional Aussies joined the stock market for the first time in the last 12 months.
And lastly, tax and super guru Timothy Munro gives his thoughts on the ongoing SG increase debate and the need for fundamental tax change.
In this episode of the nestegg Meet the Manager series, we’re joined by Trilogy Funds managing director, Philip Ryan, to reflect on the low interest rates and what they mean for those looking to borrow.
Tune in to learn more about the thought process behind the RBA’s decision to maintain the record-low 0.1 per cent rate until at least 2024, and what this means for the housing market.
Philip also talks about residential construction and expectations of further price boosts.
On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss the latest in equities, property investing and super.
Steve Waters, director of Right Property Group, chats about the booming property market, including the low supply and high demand, and why this is the most dynamic market he has seen for years.
RMIT’s senior lecturer of finance, Dr Angel Zhong, talks about ethical investing, what it is, whether it delivers superior returns, and how to implement ethical investing as a retail investor.
And lastly, tax and super guru Timothy Munro gives his thoughts on why upping engagement with your super fund is key for your future wealth.
Have a question for our experts? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
On this episode of The nestegg Podcast, host Maja and three experts discuss the latest in equities, property investing and super.
Steve Waters, director of Right Property Group, addresses the booming property market and why he believes stock is due to increase over the next couple of weeks. Steve gives his thoughts on the most buoyant markets and offers tips to those looking to enter the property game.
RMIT’s senior lecturer of finance, Dr Angel Zhong, talks about Musk’s incredible market influence and what’s happening to bitcoin. She also offers up her predictions for bitcoin’s future and touches on the GameStop saga, which has seen US lawmakers interrogate key players.
And lastly, tax and super guru Timothy Munro gives his thoughts on Your Future, Your Super reforms and whether the government should consider enabling Aussies to access their super savings to purchase a house.
Have a question for our experts? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
The nestegg Podcast is back in a new format, bringing together a panel of experts to help you boost your personal wealth.
Our show will feature three experts in three different branches of wealth building – equities, property investing and super.
Joining us every fortnight are Steve Waters, director of Right Property Group; RMIT’s senior lecturer of finance, Dr Angel Zhong; and tax and super guru Timothy Munro.
On this week’s episode, our host Maja Garaca Djurdjevic and our experts chat about GameStop, the property boom and the latest SG increase dispute.
Have a question for our experts? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
More time at home means many Australians now have the opportunity to re-assess their lifestyle and spending habits and set some serious saving goals. So how can you actually go about it?
In this episode of The nestegg Podcast, host Grace Ormsby is joined by Melbourne-based Reventon’s Billie Christofi to talk all things finance and the impact of isolation on our hip pockets.
In stage 4 lockdown, Billie shares the importance of going back to basics when it comes to budgeting, methods to re-assess spending habits, and some of the less conventional ways people can boost their wealth at this time.
Thanks Billie, for sharing your insights with the nestegg podcast team!
Have an investment story to share?
Get in touch at editor@nestegg.com.au and you might get featured on an upcoming episode!
This episode offers a lending-based insight into what’s happening in the property market at the moment from the perspective of finance broker and managing director of Atelier Wealth, Aaron Christie-David.
Aaron joins host Grace Ormsby in this episode of The nestegg Podcast to talk about the trends he's witnessing in the current lending environment, the level of stress among his investor clients, and the likelihood of a "September cliff" in light of extensions to stimulus packages.
Aaron explains why chasing bargains isn't necessarily the best investment strategy, whether there are still opportunities for savvy investors in this marketplace, and why it's never been a better time for first home buyers.
In this episode of The nestegg Podcast, Dr Nicola Powell unpacks the key trends she’s uncovered in Domain's latest quarterly House Price Report.
The senior research analyst joins host Grace Ormsby to talk about how the Australian property market is faring in the wake of the pandemic, what measures are in place to support the housing market through this crisis, and how buyer confidence has fluctuated over the last few months.
Dr Powell shares her insights into the impacts of changes to stamp duty thresholds on price inflation, how lifestyle shifts are being reflect in her market research, and what she's forecasting for the coming months.
86 400, Australia's first smartbank, was established with the intention of building a genuine alternative to the big four banks.
One year after being awarded its banking licence, the bank's CEO, Robert Bell, joins host Grace Ormsby to talk about what sets neobanks apart from traditional banks, how COVID-19 has impacted 86 400's procedures, and why there has been a shift in consumer preference towards digital communication when dealing with financial institutions.
Tune in to this episode of The nestegg Podcast to hear how the bank works out which features its customers want, what 86 400 does with its customers' data, and how Australians could be managing their money better.
According to Professor Asha Rao, while many individuals don’t consider their data "important" enough to feel vulnerable to cyber security threats, it's precisely that attitude that is preyed upon by cyber criminals.
The associate dean of mathematical sciences at RMIT University joins host Grace Ormsby on this episode of The nestegg Podcast to discuss the recent cyber attacks affecting the Australian government, the importance of remaining vigilant around cyber security, and the common scams that people should be wary of.
Professor Rao explains how automated technology makes cyber crime more profitable, why the pandemic has increased our exposure risk to such threats, and what to do if you think you've compromised your cyber security.
With the end of financial year fast approaching, Simon Chun, lead tax partner from Pitcher Partners, shares his insights into how Australians can best prepare themselves for tax time 2020.
In this episode of The nestegg Podcast, Simon joins host Grace Ormsby to delve into the range of tax-related impacts of COVID-19 on different demographics, whether it's worthwhile to hire an accountant or tax adviser for tax lodgement purposes, and the important dates to be aware of over the coming months.
Simon also explains how tax will work for those who have been receiving government stimulus packages, recommends steps for those with outstanding tax returns, and reveals his tips and tricks for making the tax return process as easy as possible.
On this episode of The nestegg Podcast, the CEO of Industry Super Australia, Bernie Dean, shares his insights into the impact of COVID-19 on super funds.
Bernie joins host Grace Ormsby to unpack how the economic downturn has been affecting different demographics, why many in the older age bracket are experiencing increased levels of anxiety, and what those people can do to preserve their nest egg and minimise their losses.
Bernie also delves into Industry Super Australia's stance towards accessing superannuation early as part of the government's stimulus measures, whether now is a good time for people with the means to contribute extra to their super, and industry fund plans for a road to recovery for both their members and the national economy.
After an initial period of extreme uncertainty, the rhetoric around the Australian property market appears to have shifted into a new phase in response to the ongoing coronavirus pandemic.
On this episode of The nestegg Podcast, host Grace Ormsby is joined by the founder and CEO of Upside Realty, Adam Rigby, to delve into how COVID-19 has been affecting different demographics within the property sector, including renters, landlords, investors and retirees.
Adam touches on the pros and cons of potentially removing stamp duty, his predictions for marketplace trends over the coming months, and the importance of picking quality over timing when considering an investment.
In the midst of the uncertainty and panic surrounding the global health crisis that is COVID-19, the financial market is similarly volatile.
Managing director of Trilogy Funds Philip Ryan joins host David Stratford on this episode of The nestegg Podcast to discuss how hysteria affects the market, the implications of declining interest rates, and the types of assets that are considered safer investments.
Philip reflects on the potential for finding investment value even in unpredictable times, the ongoing importance of portfolio diversification, and how panicking investors should respond to current headlines.
According to Michael McCarthy, chief market strategist at CMC Markets and host of The Artful Trader podcast, there are certain investor personality traits that seem to predict success in the sharemarket.
In this episode of the nestegg Podcast, Michael joins host Grace Ormsby to outline exactly what these characteristics are, the difference between high-risk and low-risk appetites, and how investors can apply different strategies depending on their own personality type.
Michael also explains how fear can be both helpful and a hindrance for confident decision making, why failure is a crucial process for investors seeking growth, and where budding investors can begin educating themselves about the markets.
Self-managed super funds have seen a rapid increase in the last few years, with many people seeking transparent alternatives to traditional superannuation providers for their retirement planning.
Chris Brycki founded the online investment adviser Stockspot to help people grow their wealth by providing access to low-cost, diversified portfolio opportunities. SMSFs are an attractive avenue for investors; however, they require active attention to regulation and administration.
Chris joins host Grace Ormsby on this episode of the nestegg Podcast to share data that disproves common misconceptions around SMSFs, explain why simple investment solutions generally provide better results, and emphasise the importance of generating an investment strategy when setting up one's own SMSF.
Learn to Trade founder Greg Secker’s investment journey began with him working in IT on a trading floor supporting the largest currency trader in London. With no real knowledge of finance and a $5,000 gift from his mother, Greg entered the trading game. He joins the nestegg Podcast to discuss his journey to success.
Having previously joined the show to share how he is making a full-time income in only a few hours a week, Greg Morgan also joins host David Stratford to share how Learn to Trade set him on the path towards financial success, and why mindset and positivity is key to success as a trader.
The pair will discuss why the current climate is the perfect time to be trading, explain the 5-3-1 rule and why it is so important, and reveal what the best investors are doing to cement their success.
You can keep up to date with what Learn to Trade are up to at learntotrade.com.au
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
Portfolio manager at Lazard Asset Management Aaron Binsted joins host Grace Ormsby in this episode of the nestegg Podcast to dissect Australia's current "soft" financial climate, and why defensive investing could be the right strategy for a multitude of investors.
Aaron defines defensive investing, comparing it to conservative investment options; analyses the types of investors who should be considering it as an investment strategy; and provides examples of industries where Lazard Asset Management predicts growth for investors also delving into the criteria they assess investments against.
With diversification an important part of a thriving investment portfolio, Aaron reveals some of the diversification mistakes that investors make, what SMSF investors should consider when selecting investment opportunities, and how investment decisions can impact an individual's portfolio.
Thanks Aaron, for sharing your insights with the nestegg podcast team!
You can stay up-to-date with what Aaron is up to at lazardassetmanagement.com
Have an investment story to share? Get in touch at editor@nestegg.com.auand you might get featured on the next episode.
In this episode of the nestegg podcast, David Stratford has a chat with Aberdeen Standard Investments head of retirement and product strategy for Australia, Jason Nyilas to discuss all things retirement.
Investors will learn the importance of financial advice in retirement, since the default pension options available don't always match up with personal expectations.
Jason also weighs in on whether the impending retirement income covenant goes far enough in supporting individual member needs.
In this episode of the nestegg podcast, David Stratford sits down with Trilogy Funds Management's managing director Philip Ryan to discuss all things markets.
Investors will learn how the application of lessons learnt from past trends and investment mistakes can help them to better inform themselves about today's economic world.
Philip also shares his expertise to unpack the unpredictability of recessions, the impact made by commodities on countries and how investors can still get ahead in the current market climate.
In this episode of the Nest Egg Podcast, David Stratford sits down with Future Super CEO Simon Sheikh to discuss all things ethical investing.
Investors will learn how ethical investing goes beyond 'doing the right thing' and incorporates technology, healthcare and educational services.
Simon also shares the importance of active investment and why we are on the edge of the 'right side of history' as the major countries move towards a more sustainable future.
You can keep up to date with what Simon is up to at https://www.myfuturesuper.com.au
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
With 10 years trading experience, learn to trades’ Gurdas Sidhu joins host David Stratford to talk all things trading and the effect a single tweet from President Trump can have on the market.
Gurdas reflects on how he has gotten to where he is today, the benefits of mentors for younger traders and the importance of understanding why you are losing.
Gurdas also touches on the current trade war between the US and china, his opinion on crypto currencies and advice for investors when the market in moving in a downward direction.
Thanks Gurdas, for sharing your insights with the Nest Egg podcast team!
You can keep up to date with what Gurdas is up to HERE
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
In this episode of the Nest Egg podcast, host David Stratford is joined by CEO & co-founder of Amber Aleks Svetski to talk all things Bitcoin, Blockchain and the crypto world we are moving towards.
Aleks reveals why he continues to buy Bitcoin every day, his opinion on the stigma surrounding cryptocurrencies and the difference between Bitcoin now and in its peak. He also discusses his thoughts on Facebook's new currency Libra and the knock-on effect it has had for other cryptocurrencies.
Thanks Aleks, for sharing your insights with the Nest Egg podcast team!
You can keep up to date with what Aleks is up to HERE
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
Host David Stratford is joined by Kanish Chugh, Co-Head of sales from ETF Securities and Richard lightbound CEO of EMEA Asia for Robo Global to discuss the Robo global index and the way Robo global stitches into ETF Securities.
Richard reveals the core parts of the Robo global index, how they are giving investors exposure to underlying technology’s, how technology is being deployed as product in society and changes in the world of commercial business.
Thanks Kanish & Richard, for sharing your insights with the Nest Egg podcast team!
You can keep up to date with what Kanish is up to HERE and Richard, HERE
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
In this episode of the Nest Egg podcast, host David Stratford is joined by equity strategist Julia Lee from Bell Direct. Julia reveals where she is currently investing, her top tips to buying shares and discusses her role at Bell Direct.
Julia discusses how investors can build a diversified portfolio in a low-interest-rate environment, explains why a market slow down doesn't mean doom and gloom, and why right now is a great time to be an investor.
Thanks Julia, for sharing your insights with the Nest Egg podcast team!
You can keep up to date with what Julia is up to HERE
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
Greg Morgan's workday has changed significantly from his time in news television. In the latest episode of The Nest Egg Podcast, he reflects on one workday where he broadcast the capture of Saddam Hussein in Baghdad to the world, then on a more recent workday where he traded by the pool in Bali for a few hours, paying for the expenses of that holiday in just a few hours.
Greg joins host David Stratford to share the story of his start in trading, how he has turned it into a lucrative career - even turning down a CEO job to pursue his interest in trading - and why he sees it as a vehicle to a healthy retirement.
He will share the mistakes he made early on in his trading history, where he sought education and how that education has shifted his investment strategies, and discuss how he developed a strategy with a 90 percent success rate.
Thanks Greg, for sharing your insights with the Nest Egg podcast team!
You can keep up to date with what Greg is up to HERE
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
In this episode of the Nest Egg podcast, host David Stratford is joined by both CEO of IPO Wealth, Ewan Laughlin, and managing director of Mayfair 101, James Mawhinney, to reveal how they are helping individuals grow wealth by better distributing the money that they already have.
Ewan will unpack the model that IPO Wealth is implementing, the benefits of generating a financial return using its wealth model, and the significant growth that it has seen over the past 12 months.
James will analyse the types of people attracted to this style of investment, discuss the implications that the upcoming federal election could have on the property market and those looking to invest in it, and the importance of customer transparency throughout the investment process.
Thanks Ewan and James, for sharing your insights with the Nest Egg podcast team!
You can keep up to date with what Ewan is up to HERE and James, HERE
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
In this episode of the Nest Egg podcast, Richard Murphy, CEO and Co-Founder of the XTB range of corporate bond securities on ASX joins host David Stratford. Richard outlines exactly what an XTB is, and how they have made corporate bonds - previously out of reach to most of us - available to the everyday Australian investor on the ASX.
Richard will discuss the predictable nature of the bond market and the growth of "safe money" investment options, why diversification is so important, and the mistake that many of us fall into when attempting to diversify their portfolio.
He unpacks risk management, how to calculate an XTB investment return before investing, and discusses the similarities and differences between corporate bond XTBs and term deposits for those focused on fixed income.
Thanks Richard, for sharing your insights with the Nest Egg podcast team!
You can keep up to date with what Richard is up to HERE
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
In this episode of the Nest Egg podcast, Gopi Karunakaran, portfolio manager for Ardea Investment Management, speaks with host David Stratford about the current spotlight on the fixed income markets and also some top investment tips you can add to your portfolio and the way you invest yourself.
Gopi gives a real breakdown into the theme of the total investment market across how portfolios are can potentially become unbalanced and for investors who are too heavily weighted in equities, you could be taking on more risk than you had originally hoped for.
We highlighted the reality of a new age of how the market has dramatically shifted since the GFC and covered the topical question of when fixed income also might not fully protect you when we enter a market downturn.
Gopi also gives us his thoughts on how fixed income could be used as a foundational platform to open the doors of creating a broader and much more diversified portfolio inclusive of other assets for 2019.
To dive deeper into Gopi's insights and to follow Ardea's investment philosophy you can visit them HERE.
Thanks Marcus, for sharing your insights with the Nest Egg podcast team!
Have an investment story to share? Get in touch at david.stratford@momentummedia.com.au and you might get featured on the next episode.
In this episode of the Nest Egg podcast, Marcus Evans, CBA's head of SMSF customers, speaks with host David Stratford about the results of the latest CommSec SMSF Trading Trends Report and evaluates the happenings of "a tough six-month period" on the stock market.
Marcus will reveal how the report is generated, what fundamentals are analysed and compared, and how judgments and hypotheses are reached. He will also discuss some of the changes that have been observed surrounding particular stock popularity and performance, and address how growth in the ETF education sector may have impacted the SMSF market.
Finally, Marcus will reflect on how a declining property sector has impacted the stock market, why any investment should always come back to the fundamentals, and how you can find out more about the CommSec SMSF Trading Trends Report.
You can source a copy of the report from https://bit.ly/2Cehlz8
Thanks Marcus, for sharing your insights with the Nest Egg podcast team!
You can keep up to date with what CommSec are up to HERE
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
In this episode of the Nest Egg podcast, Steven Glass, deputy portfolio manager of the international equities fund Pengana, joins host David Stratford to reflect on his investing background and reveal how you can leverage investor psychology to your advantage.
Steven will discuss the dangers of an oversaturation of data surrounding the market and reveal why it is in fact a long-term perspective that should shape your decisions, yet also why your strategy needs to be flexible so as to reflect what is happening in the market - often against what other investors are doing.
Finally, Steven will share how Pengana is structuring its portfolio, why he places importance on "time on the ground" with the various companies and prospects involved, and share his insights into the opportunities likely to present themselves into 2019.
Thanks Steven, for sharing your insights with the Nest Egg podcast team!
You can keep up to date with what Pengana are up to at pengana.com
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
In this episode of the Nest Egg podcast, Alex Whitlock, director of Momentum Intelligence, and Annie Kane, editor of mortgages at Momentum Media, join host David Stratford to unpack how the findings of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry's final report will impact both the financial sector and those working within it, as well as the lives of everyday Australians.
They will deep-dive into what the report set out to investigate, discuss why broker remuneration was put under the spotlight, and how fee changes within the broking industry could have serious ramifications for those looking to obtain finance - and not just those utilising the services of a broker.
Alex will discuss the white paper conducted by Momentum Intelligence surrounding broker satisfaction and reveal how their findings suggest that a shift to a fee-for-service model could ultimately kill competition within the sector and hurt the consumer.
Thanks Alex and Annie, for sharing your insights with the Nest Egg podcast team!
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
With 2018 having seen market corrections across numerous investment classes and some claiming that the market would ‘struggle to get any lower’, many see 2019’s market as a great opportunity for investors to learn and take advantage of current conditions.
In this episode of the Nest Egg podcast, Adam Truelove, global trading director at Learn to Trade, joins host David Stratford to reveal exactly how investors can do just that and why the 2018 market means good things for the year ahead.
Adam explains why often money can be made by doing the opposite of what the market is doing, shares his thoughts surrounding investment “safe havens”, and takes a prospective look at the trends that he is expecting through the year ahead.
Thanks Adam, for sharing your insights with the Nest Egg podcast team!
You can stay up-to-date with what Adam is up to at learntotrade.com.au
Have an investment story to share? Get in touch at editor@nestegg.com.auand you might get featured on the next episode.
Internationally recognised futures analyst Jake Bernstein's reputation has been built over 50 years of analysing the stock market. An accomplished trader, educator and author with more than 40 books published, Jake has an enviable grasp on the market and the intricacies surrounding it.
In this episode of the Nest Egg podcast, Jake joins host David Stratford to share why he chooses to invest and discuss the one key change he has seen in the market throughout the years which negatively impacts many investors.
Reflecting his belief that "knowledge is power", he offers insight into how investors can use that information to their advantage.
He will unpack the importance of discipline and how it can be transformed into confidence and, ultimately, money; share how he utilises public information to determine upcoming shifts in the market; and reveal his predictions for the market over the coming weeks, which he says will be a big surprise to many.
Head of direct property and fund manager at Charter Hall, Steven Bennett, last joined the Nest Egg podcast in May discussing how investors could add commercial property to their portfolio and the diversification benefits that class of investment presents.
In this episode of the Nest Egg podcast, Steven once again joins host David Stratford to unpack his belief that despite a challenging residential property market, the commercial sector remains strong.
Steven will share the markets where Charter Hall has been choosing to invest recently, how unlisted property funds perform in the long term and the different factors that drive the different property sectors. He will also unpack the type of investments that commercial property encompasses, how gearing works in the commercial sector and the other types of investments that are available to investors within the space.
Thanks Steven, for sharing your insights with the Nest Egg podcast team!
You can stay up-to-date with what Steven is up to at www.charterhall.com.au
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
CFMG Capital claims to create value for investors through active and passive property investment in the residential, retail and commercial markets.
In this episode of the Nest Egg podcast, Andrew Thomson the group general manager for CFMG joins host David Stratford to unpack how they are gaining investors exposure to the property market and how they are doing it differently to their competitors.
Andrew will discuss the factors that impact the property market, who is behind the investment decisions that CFMG make and explain why many of their purchases are completed off market. He will also share how they are finding investment properties, the process that they go through with those who may be cautious to sell their properties, where they are seeing growth in property values and how the media can skew people’s perceptions.
Thanks Andrew, for sharing your insights with the Nest Egg podcast team!
You can stay up-to-date with what Andrew is up to at www.cfmgcapital.com.au
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
Neuberger Berman is a private, independent, employee-owned investment management firm which started initially as a US based company focusing on US clients. Today they have 32 offices in 20 countries and around 2000 employees.
In this episode of the NestEgg podcast, senior portfolio manager at Neuberger Berman Vivek Bommi joins hosts David Stratford and Lucy Dean to discuss how Australians are investing and the biggest misconceptions that he sees around fixed income investing.
Vivek will discuss the importance of diversification in an investment portfolio, why there is often some hesitancy when it comes to international investment and why breaking that attitude is such a positive move for many investors. To those considering international investment Vivek will unpack how they can get started and address the main themes and trends that investors should be aware of in the current climate.
Thanks Vivek, for sharing your insights with the Nest Egg podcast team!
You can stay up-to-date with what Vivek is up to at www.nb.com
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
In the current landscape where everything from the royal commission findings to US leadership can have a huge impact on the return that an investor can expect, it is safe to say that there is no investment option without some form of risk attached. Phil Ryan, managing director and co-founder of Trilogy Funds, joins hosts David and Lucy to unpack why this risk is a necessary element in any investment and the importance of seeking education surrounding it.
Phil will discuss why diversification is such an important factor to consider and how it can be used as a means of mitigating the amount of risk that an investor could face. He will also explain how the US political sector could impact everything from bank rates to housing prices and even employment rates here in Australia and why mistakes are an important part of the process for any investor, and offer his top tips for new investors wanting to manage risk effectively.
Thanks Phil, for sharing your insights with the Nest Egg podcast team!
You can stay up-to-date with what Phil is up to at trilogyfunds.com.au
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
With recent reforms to super, the ongoing increase in living costs and even a longer life expectancy a common question that many Australians are asking is "How much super do I need for my retirement?" Bryan Ashenden, head of financial literacy and advocacy for BT Financial Group explains that the answer is in fact different for everyone.
In this episode of the Nest Egg podcast, Bryan discusses the recent changes to super and also looks at how retirement itself has changed over time. He will offer advice on the key factors that should be looked at when planning for your retirement and offer his top tips for investors wanting to grow their nest egg,
Bryan will also share how you can best keep on top of everything from where your super is to how it is being invested.
Thanks Bryan, for sharing your insights with the Nest Egg team!
You can stay up-to-date with what Bryan is up to at www.bt.com.au
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
How do Australian workers really feel about retirement? The answers might surprise you.
Having recently released their 2018 report on this topic, State Street’s portfolio strategist Thomas Reif joins host Lucy Dean to unpack the findings of the report, specifically those relating to Australian retirement income spends and ETF’s.
Thomas shared the things retirees wish they had known and gotten involved with sooner, the type of income cut that one can expect when entering retirement and also how any why an individual’s living costs alter in the later stages of their lives.
They also discuss the benefits of ETFs, how the current competitive market is impacting fees, and the moves that you can make to ensure a more comfortable retirement.
Thanks Thomas, for sharing your insights with the Nest Egg team!
You can stay up-to-date with what Thomas is up to at www.statestreet.com/home.html
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
This special episode of the Nest Egg Podcast is the first in our “Meet the Managers” series where we take you behind the scenes with the financial experts of some of Australia’s most influential businesses within the wealth management market.
This week, we dive into La Trobe Financial with host David Stratford joined by senior vice president and chief investment officer Chris Andrews.
He unpacks his role within La Trobe and the single goal of the more than 300 staff he works with.
Chris will discuss why their almost seven decades of consistent management is an advantage to their customer base, how the global financial crisis demonstrated the strength of the mortgage asset class and look at the peer to peer lending space.
Offering advice for investors, Chris will also share his predictions for the market going forward, provide tips for investing and discuss the importance of diversification.
Thanks Chris, for sharing your insights with the Nest Egg team!
You can stay up-to-date with what Chris is up to at www.latrobefinancial.com.au
Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
Today, Charter Hall is Australia's leading property fund manager, managing more than $22 billion in property, but a glance back 30 years doesn't show its founders chasing dreams of becoming the big property players.
Instead, they were simply trying to survive in the property environment of that time and were simply looking at offering what was needed.
In this episode of the Nest Egg podcast, co-founder Cedric Fuchs joins host David Stratford to discuss the changes that he has seen throughout his time in the real estate sector from 1991 where vacancy rates were enormous and tenants were being offered rent free leases, to current day and into the future.
Cedric will also unpack the basics of starting and running a successful business, share his advice for those looking to grow their nest egg and analyse what you should consider if contemplating taking on debt.
www.nestegg.com.au
With the Australian market in a constant state of change, up to date information is paramount in turning your investment into dollars.
In this episode of the Nest Egg podcast Adam Truelove, global trading director at Learn to Trade unpacks how you can protect yourself and continue to make money in the current finance market and shares how investors can find new revenue streams to increase their return.
Adam also discusses the importance of always “being the student” and shares the key points investors need to know to make money on the stock market at the moment, while looking at what’s coming next.
www.nestegg.com.au
Just 5 per cent of Australians think they have gained a lot from the last 26 years of economic growth and this tells an interesting story about us.
In this episode of the Nest Egg podcast, independent economist and vice-chancellor’s fellow at the University of Tasmania Saul Eslake joins host Lucy Dean to discuss the report, unpack how the mining boom and a slow growing economy may be fuelling this public attitude and compare Australian economic growth with other Western countries.
He also talks about:
- The reasoning behind the recent income tax cuts;
- How the tax cuts will impact the economy; and
- Whether small businesses really are hard done by
The peer-to-peer lending space is “littered” with stories of lenders losing out to poor quality borrowers, so it may be time for a strategy rethink. That’s according to Bigstone executive chairman Robert Spano. Speaking to the Nest Egg podcast team, he said these stories are why fractionalisation, partnered with the ability to sniff out the difference between a bad egg and someone down on their luck is important. “What we have to stop is allowing investors to invest in singular loans,” he said. “I think fractionalisation, which means taking a small percentage of a great number of loans, has to be in place to allow investors to invest over a spread of loans, not one individual loan.” Mr Spano also spoke to Nest Egg about: · Commercial lending in the wake of the royal commission; · The difficulty small businesses have in accessing finance; and · Returns or protection – what do investors really want? Thanks Robert, for sharing your insights with the Nest Egg podcast team! You can stay up-to-date with what Robert and Bigstone are up to at bigstone.com.au/hub Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
While still struggling to diversify, Aussie SMSFs are getting better at reading the market, the director of an online broker has said. Speaking on the Nest Egg podcast, Bell Direct director and chief executive Arnie Selvarajah said Aussie SMSFs are still heavily skewed towards domestic equities and it’s not “where we need to be as a sector”. “Today I see that when the market goes down, most people buy. So, they've really understood now the opportunity from a moving market and the volatility in the market rather than being fearful of it,” he said. “I think that's a good sign. I think that means that people are understanding the market a bit better, understanding and accepting the volatility and using that volatility to actually make good investment decisions.” Mr Selvarajah also spoke to Nest Egg about: - Why you need to set an objective for your SMSF; - The difference between engaged and active management in retirement; and - The importance of cutting down on time spent on SMSF administration. Thanks Arnie, for sharing your insights with the Nest Egg podcast team! You can stay up-to-date with what Arnie and Bell Direct are up to here. Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
The science to significantly prolong lifespans is within reach, but it’ll take individual belief and investor action to make it a reality, leading ageing researcher Aubrey de Grey has said. According to biomedical gerontologist and founder of the SENS regenerative medical research foundation, Dr Aubrey de Grey, the financial services’ burgeoning willingness to engage with the possibility of massively extended lifespans is an encouraging trend signalling the future of anti-ageing science is bright. Speaking to the Nest Egg podcast team at the Actuaries Institute Financial Services Forum, Dr de Grey explained that the next 30 years will likely see the development of therapies to increase a lifespan by 30 years. However, individual and industry belief in the possibility is lower than it should be. “When you come along and say anything quite so dramatic as this, there is a tendency to first of all just not listen, and then not believe that this could possibly be true,” Dr de Grey said. He also spoke to Nest Egg about: - Why investors should be investing in liquid nitrogen; - The labour market of the future; and - The world’s changing population capacity. Thanks Aubrey for sharing your insights with the Nest Egg podcast team! You can stay up-to-date with what Dr de Grey and the SENS Research Foundation are up to here. Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
ETFs have been treated like “pariahs” but that’s neither fair, nor true, the CEO of ETF Securities Australia has said, while dispelling myths surrounding the growing investment vehicle class. Speaking on the Nest Egg podcast, ETF Securities Australia’s Kris Walesby said criticisms of ETFs as driving the market in certain directions are unfounded as ETFs, by nature, track. “ETFs cover a lot of different things. If a product provider's provided something that is on a highly volatile product and then you've tripled it, whether that ETF should be there or not is a separate discussion, but the ETF actually did exactly what it was meant to do,” Mr Walesby said. “People are resentful because they've lost their money, but actually, it's not the fault of the ETF.” He also spoke to the team about: · Why there’s no reason to be scared of ETFs; · Choosing between active and passive managers; and · Why being able to trade an ETF during the day is an “amazing risk mitigation factor”. Thanks Kris, for sharing your insights with the Nest Egg podcast team! You can stay up-to-date with what Kris Walesby and ETF Securities Australia are up to here. Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
Investors may believe a commercial property investment is unattainable, but according to an expert in the space, not only is it attainable, it also helps portfolios diversify. Speaking to the Nest Egg podcast team, head of direct property at Charter Hall Steven Bennett said many people think commercial property investing is limited to multi-story office blocks or new projects. However, he said it’s much broader than that and said retail investor interest in the space is growing. He also spoke to the team about: · Why investing in commercial property is more attainable than you might think; · The importance of ‘getting behind the data’ to understand the different commercial markets; and · The diversification benefits investing in commercial property brings. Thanks Steven for sharing your insights with the Nest Egg podcast team! You can stay up-to-date with what Steven Bennett and Charter Hall are up to here. https://www.charterhalldirect.com.au/news/ Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
If you’ve got tennis elbow and your doctor suggests cutting your arm off, you’d seek a second opinion. So why wouldn’t you do that with questionable financial advice? That’s the argument put forward by Dr Dennis J. Maddern, independent financial adviser and founder and executive chairman of Maddern Financial Advisers. Dr Maddern told the Nest Egg podcast team that the barriers of entry to becoming a financial adviser are too low in Australia and, as the royal commission is revealing, Aussies are being stung. “They then should have confidence in that care. There should be no Storm Financials. There should be no Four Corners programmes,” he said. “There should be no royal commissions. There should be no conflicted advice. The general public must be horrified at what they're seeing and hearing at the moment.” He also spoke to the team about: · Why Australians shouldn’t be afraid of seeking second opinions on financial advice · How to spot a truly independent financial adviser · Why even self-styled “Warren Buffetts” shouldn’t be afraid of seeking advice Thanks Dr Maddern, for sharing your insights with the Nest Egg podcast team! You can stay up-to-date with what Dr Maddern and Maddern Financial Advisers are up to at https://bit.ly/2JkCskp
Trying to navigate the disruptions of AI, online retail and energy innovations? Look to the Canon v Kodak late '80s showdown for a history lesson, a fund manager has said. Speaking to the Nest Egg podcast team, Peters MacGregor Global Investing’s founder Wayne Peters said his experience of helming, and later selling Kodak Express was an example of the power of technology and the importance of sustainable investment decisions. Explaining that he sold the Kodak Express chain in 1989 with the arrival of Canon’s first digital camera, he said when he first saw the digital camera, he realised it would not be too good for the Kodak business. “I sold the chain, and interestingly, two years later, Bill Gates came out and said Kodak was toast. “At that stage, Kodak was the second most valuable brand in the world. A very early lesson on how technology can change very quickly and impact values.” With this lesson in mind, Wayne also told the Nest Egg team about: 1. Peters MacGregor’s three key portfolio themes 2. How he navigates the proven track record versus future dividend opportunity divide 3. And the European bank recovery story Thanks Wayne, for sharing your insights with the Nest Egg podcast team! You can stay up-to-date with what Wayne and Peters MacGregor Global Investing are up to here. Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
Unscrupulous executors, family conflict, grief and simple mistakes can all trigger estate challenges, but there are ways to mitigate the risk, an estate planner has said. On this week’s podcast, the Nest Egg team chats with Australian Unity Trustees national manager of estate planning Anna Hacker about the changing estate planning landscape. According to Ms Hacker, things like cryptocurrency are throwing up new challenges, but the key is to plan early and review regularly. She also told the team: 1. Why a will kit is often not enough. 2. Why some Australians are burying their cryptocurrency wallet keys in literal holes. 3. How effective planning can reduce not only stress, but eventual tax bills. Thanks, Anna, for sharing your insights with the Nest Egg podcast team! You can stay up to date with what Anna and Australian Unity Trustees are up to here. www.australianunity.com.au/pfs/trustee-home Have an investment story to share? Get in touch ateditor@nestegg.com.au and you might get featured on the next episode.
For investors used to one of the longest bull runs in history, February’s volatility a disconcerting experience. However, according to a trading coach, the market plunge wasn’t, and isn’t, a cause for concern. Speaking to the Nest Egg podcast team, senior trading coach at Learn To Trade Jeff Triganza called for calm in the wake of February’s stock market volatility. He said the plunge was a classic example of the stock market hot air balloon; what goes up must come up. It's up to investors to keep their nerve and avoid making rash decisions to sell, he continued. Jeff also spoke with the Nest Egg podcast team about: 1. The role of cryptocurrency in the fall; 2. The credit default swap risk that could trigger another GFC; and 3. Why he’s surprised Aussie investors are still hanging onto their term deposits. Thanks, Jeff, for sharing your insights with the Nest Egg podcast team! You can stay up to date with what Jeff and Learn To Trade are up to here. Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode.
Bonds aren’t usually associated with international travel, the US Superbowl, or a mid-career gap year, but according to Centuria’s Neil Rogan, investment bonds are much sexier than people think. Speaking to the Nest Egg podcast team, general manager of Centuria’s investment bonds division Neil Rogan said bonds are a tried and tested structure, and in a world of near-constant superannuation reforms, investment bonds are making a comeback. He also spoke with the Nest Egg podcast team about: 1. Using investment bonds to fund education; 2. How investment bonds fit into a goals-based investment strategy; and 3. When, and how, bonds may be a more suitable investment than superannuation. Thanks, Neil, for sharing your insights with the Nest Egg podcast team! You can stay up to date with what Neil and Centuria are up to here. (https://centuria.com.au/centuria-capital/news-and-media/) Have an investment story to share? Get in touch at editor@nestegg.com.au (mailto: tim.neary@momentummedia.com.au) and you might get featured on the next episode.
Superannuation is neither set-and-forget nor fully DIY, so savers need to understand what they can and can’t control and the impact this will have in retirement. That’s according to BT Financial Group’s head of technical literacy, Bryan Ashenden. Speaking with the Nestegg podcast team, Mr Ashenden said there’s always a lot to say about to super, but the critical area for awareness is how the 1 July 2018 changes will impact superannuation, and SMSF strategies. “We really need to make sure everyone understands about what the changes are and we don't overreact to them,” he explained. He also spoke with the Nest Egg podcast team about: - The first home super saver scheme and the downsizer scheme - Investing in cryptocurrencies through SMSFs - The $1.6 million transfer balance cap Thanks, Bryan, for sharing your insights with the Nest Egg podcast team! You can stay up to date with what Bryan and BT Financial Group are up to at http://www.bt.com.au Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode. http://www.nestegg.com.au
The Australian ETF sector grew by 39 per cent in 2017, and is set to continue growing but there are a few things investors need to know before jumping in. With this in mind, the Nest Egg podcast team spoke to ETF Securities Australia’ associate director and business development manager, Kanish Chugh to get the low-down on what’s happening in the ETF space, the opportunities he sees and what investors should be aware of. In this episode, Kanish tells us about: - How ETFs can form part of a portfolio - Accessing a number of domestic and global assets in one trade - Dissecting the potential megatrends such as ROBO and TECH ETFs Thanks, Kanish, for sharing your insights with the Nest Egg podcast team! You can stay up-to-date with what Kanish and ETF Securities are up to here. Have an investment story to share? Get in touch at editor@nestegg.com.au and you might get featured on the next episode. www.nestegg.com.au
It could be your favourite topic of discussion, or maybe a mention of crypto means $1 in the swear jar, but either way, Bitcoin’s pervasiveness can’t be denied. Hear from Learn to Trade’s trading floor manager, Adam Truelove and trader coach, Jeff Triganza as they talk to Nestegg about what blockchain is, the rise of bitcoin and the future for the top 10 alt-coins. They also tell us about initial coin offering safety and what Learn to Trade has learnt about crypto in the last few years. Thanks, Adam and Jeff for joining us.
Most investors are familiar with the edict to focus on time in the market rather than timing the market, and property leader, Philip Ryan can prove the value of this philosophy. The Trilogy Funds managing director and co-founder sat down with the Nest Egg podcast team in Brisbane recently to discuss his strategies for reading the economy and delivering consistent returns. In this episode Phil also tells us about: 1. What’s influencing 2018’s property hotspots, 2. Making the most of today’s economy for income seekers, 3. Risks and returns when investing in trusts within the property market, 4. And how savvy investors can gain exposure to booming property sectors. Thanks, Phil, for letting the Nest Egg podcast team visit you in Brisbane! You can stay up-to-date with what he and Trilogy are up to here. Have an investment story to share? Get in touch with tim.neary@momentummedia.com.au and you might get featured on the next episode. www.nestegg.com.au
Speaking to the Nest Egg podcast team, IPO Wealth's director, James Mawhinney said there are options out there for investors "fed up" with the banks, and these alternatives could even boost returns. In this episode, James tells us about: • The government guarantee • New income streams for high-net-worth investors • And, the offerings filling the gap in the market left by the banks. Thanks, James, for joining the Nest Egg podcast. You can stay up-to-date with what he and IPO Wealth are up to here. Have an investment story to share? Get in touch at tim.neary@momentummedia.au and you might get featured on the next episode.
Most investors are experts when it comes to their entry to the market strategy, but when it comes to exiting, it can all fall apart. That’s according to Adam Truelove, trading floor manager Australia at Learn to Trade. He told Nest Egg that an effective investment strategy is not just about when and where to get in but when to get out. In this episode Adam also tells us about: • Why he trades in more than currencies • Why investors need to back themselves and avoid others’ dubious advice • Why investors should try to learn from their mistakes Thanks, Adam, for joining the Nest Egg podcast. You can stay up to date with what he and Learn To Trade are up to here. www.nestegg.com.au
For those who enjoy cricket, investing holds many similarities; the importance of risk management, team selection and goals. But, for those who don’t enjoy the sport, the only thing it holds in common with investing is the role of patience. Adrian Ezquerro, the senior analyst and portfolio manager at Clime Asset Management knows this. As a former cricket player, he says the things he learnt from the team environment of playing cricket in England and Australia have carried through to the business world. In this episode Adrian considers Clime’s mandate of finding or bettering funding solutions for retirement. He tells us about: • The pros and cons of investing outside the ASX200 • The underappreciated growth opportunities in the market • The “alarm bells” to look out for when investing in companies Thanks, Adrian, for joining the Nest Egg podcast. You can stay up to date with what he and Clime are up to here.
Anthony Camillos didn’t have a lot as a child, but with a strong work ethic and an intelligent approach to investing, he managed to save more than $6 million in his superannuation. Reflecting on his journey, Anthony joins hosts Alex Whitlock and David Stratford to discuss his saving and investment habits, sharing his own experiences as a risk-averse investor who built an impressive Nest Egg through grit and wit alone.
Arthur Naoumidis founded DomaCom to change the way Australians invest in property, allowing them to make smaller investments in properties specifically chosen by them. In this episode, he speaks with host Alex Whitlock about how technology is changing the property market. Looking at the Australian market, Arthur discusses the different kinds of property and how they differ as well as the benefits of investing in real assets. In this episode, learn: - The state of the Australian property market - The importance of spreading risk over multiple investments - What fractional investing is and how it works in property. http://www.nestegg.com.au
Guaranteed returns and investment safe havens are a thing of the past in Australia. By sitting still and erring on the side of caution, particularly with heavy cash exposure, you're effectively losing money and missing out on other stable and valuable sources of income. Host Alex Whitlock speaks to AMP Capital's Tim Keegan about the products and industries worth exploring for investors who are looking for growth and stability in their investment portfolios. http://www.nestegg.com.au
In this week’s podcast, we are joined by Mitchell Burge - an investor with an investment portfolio worth almost $6 million. Mitchell chats to host Alex Whitlock and regular co-host Phil Tarrant about how he started his wealth creation journey at just 14 years old, with property being his main focus. Despite starting a rocky start when he was 21, buying his first property at the peak of a cycle and managing a mortgage repayments in the middle of a rental glut, Mitchell discusses how at 33 years old he has already set himself up for a comfortable retirement. http://www.nestegg.com.au
The markets have been tough to predict so far in 2017, with even the forecast Trump slump not coming to fruition. Joined by host Alex Whitlock and co-host Phillip Tarrant, BetaShares chief economist, David Bassanese, discusses how to best navigate the markets in 2017, without compromising the security of a wealth and retirement portfolio. http://www.nestegg.com.au
So many Australian investors are organised in life, but not in death. In this episode, host Alex Whitlock chats to veteran estate planning lawyer Peter Bobbin about when and how Australian investors should get their affairs in order to prepare for the worst, and the inevitable. Joined by SMSF Adviser’s editor, Katarina Taurian, Peter dispels common myths about estate planning, and insists it’s not as complex as most people think. http://www.nestegg.com.au
Award-winning financial planner, Adele Martin, works specifically with investors in their 20s, 30s and 40s. In this episode, she speaks to host Alex Whitlock about where her clients typically go wrong, and reveals how simple planning strategies can set you up for life. Joined by co-host Phillip Tarrant, Adele also discusses common misconceptions about retirement planning, and working out just how much you will need to retire comfortably. http://www.nestegg.com.au
Gold is one of the world’s oldest investment assets, yet many Aussie investors still struggle to understand how to make it work for them. In this week’s episode, ABC Bullion’s chief economist, Jordan Eliseo, joins host Alex Whitlock to discuss the pros and cons of investing in gold and precious metals. Also joined by SMSF Adviser editor Katarina Taurian, Jordan discusses how to go about integrating gold into an investment portfolio, and the different ways to access the market. http://www.nestegg.com.au
This year, there have been wide-ranging changes to Australia’s superannuation system. Financial planner and self-managed superannuation specialist, Adam Goldstien, chats to host Alex Whitlock about what the changes mean for everyday investors, and if you need to take action with your portfolio. Joined by editor of SMSF Adviser, Katarina Taurian, Adam also discusses when and how to seek financial advice. http://www.nestegg.com.au
It’s never too early or too late to start planning for your retirement. In this week’s episode, expert financial planner and chartered accountant, Claire Mackay, talks host Alex Whitlock through when, how and why to start planning for financial success. Joined by co-host Phillip Tarrant, Ms Mackay shares the lessons she’s learnt at the helm of her 23-year-old family business, a financial planning practice in Sydney’s north-west. http://www.nestegg.com.au