Investopoly

Nov 19 2024 377 ep. 16 mins 279
Investopoly Podcast artwork

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.

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Ep 331: Maximising property returns: minimise holding costs while maximising growth (IRR)

Nov 19 2024 31 mins  
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart Wemyss dives into the key strategies for maximising property investment returns by striking the right balance between holding costs and capital growth. Discover why compounding capital growth is the real driver of wealth accumulation and how to av

Rental growth rate assumptions, crypto, switching super funds, investment structures and more…

Nov 18 2024 32 mins  
In this week’s Q&A episode, Stuart dives into a range of compelling questions that challenge conventional wisdom on property investment, superannuation strategies, and emerging investment opportunities. Whether you’re curious about optimising your borrowing capacity, choosing the right ownership structure for property investments, or understanding the nuances of splitting s

Ep 330: Jumbo property investing: Is it worth the risk?

Nov 12 2024 29 mins  
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart explores the concept of jumbo property investing: should you go all-in on a single high-value property or spread your investment across multiple, smaller properties? With average investment loans climbing past $600,000, many Australians face the q

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

Nov 11 2024 33 mins  
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

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

Nov 05 2024 34 mins  
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 structu

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

Nov 04 2024 31 mins  
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 alternative

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

Oct 29 2024 32 mins  
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 premium

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

Oct 28 2024 30 mins  
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

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

Oct 22 2024 32 mins  
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 foc

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

Oct 21 2024 28 mins  
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