Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/

In this episode, Glen sits down with Taz who has a dream to relocate to regional Victoria in 8–10 years with his partner. Taz wants to know, are we on the right track and how can we maximise our money before the move? They touch on:

👉🏼 incomes and career

👉🏽 Glen's sound financial house framework

👉🏾 assets & investments

👉🏿 should they buy their future home early and rent it out until it's time to move in?

👉🏻 using a gearing strategy

👉 getting rid of non deductible debt

To see if you’re on track with your super for your age, head to art.com.au and search ‘How much super do I have?'.

money money money is proudly supported by Sphere Home Loans and Skye Wealth.

Need a mortgage broker? Check out https://www.spherehomeloans.com.au

Need to review your personal insurances? Head to https://skye.com.au

Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show

🏡 Join our Facebook community: https://bit.ly/m3fbgroup

Watch us on Youtube: https://www.youtube.com/@m3.podcast

Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes

This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

Hosted on Acast. See acast.com/privacy for more information.

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/

It's that time of year to get your tax sorted! Glen is joined by Ben De Rosa from Aevum Accounting to answer your questions and walk through everything you need to know before the end of the financial year. They touch on:

👉🏼 when to use an accountant vs DIYing your tax return

👉🏽 the best time to submit your tax return

👉🏾 working from home - fixed rate vs actual cost, tracking expenses + more

👉🏿 the $1k instant tax deduction - when is it in effect and how to claim it

👉🏻 what paperwork do you need for shares and DRP?

👉 I'm in Div 293 territory, is it still worth salary sacrificing over the max cap?

👉🏼 can I carry over a capital loss to future years?

👉🏽 claiming repairs on an investment property - once off vs depreciating the asset

👉🏾 what receipts & records do you realistically have to keep?

👉🏿 should I use the 6 year rule or not on my investment?

👉🏻 tips for reducing a CGT bill from sale of a property

👉 what to do before 30 June

Connect with Ben at Aevum Accounting: https://www.aevumaccounting.com.au/

money money money is proudly supported by Sphere Home Loans and Skye Wealth.

Need a mortgage broker? Check out https://www.spherehomeloans.com.au

Need to review your personal insurances? Head to https://skye.com.au

Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show

🏡 Join our Facebook community: https://bit.ly/m3fbgroup

Watch us on Youtube: https://www.youtube.com/@m3.podcast

Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes

This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

Hosted on Acast. See acast.com/privacy for more information.

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/

In this Q&A, Glen James and John Pidgeon discuss:

👉🏼 property growth spruikers & red flags

👉🏾 what is yield ad how to calculate it

👉🏿 a couple in their 30s who have fully offset their mortgage

👉🏻 community question: would you put $150k into property, shares or super?

👉 navigating a fence dispute with a neighbour

👉🏽 is there a benefit to consolidating trading platforms?

money money money is proudly supported by Sphere Home Loans and Skye Wealth.

Need a mortgage broker? Check out https://www.spherehomeloans.com.au

Need to review your personal insurances? Head to https://skye.com.au

Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show

🏡 Join our Facebook community: https://bit.ly/m3fbgroup

Watch us on Youtube: https://www.youtube.com/@m3.podcast

Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes

This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

Hosted on Acast. See acast.com/privacy for more information.