Q&A - Untangling a messy structure, cutting losses, and low-income investing
About this episode
Listeners discuss financial structures and investment strategies, focusing on a doctor's concerns about his current financial arrangement.
Three listeners wrestling with structure and second-guessing. "Marty," an Adelaide doctor who's become genuinely financially literate since engaging a planner two years ago, feels his arrangement is messier than it should be: managed funds underperforming at a 2.9% IRR, borrowed money in the trust, and a cash-flow plan he's no longer sure about. He asks whether to pause super contributions, rethink gearing inside the trust given a possible 30% distribution floor, and what broad directio...
More episodes of Investopoly
- Ep 425: Family trust investing: Are trusts still worth it under proposed tax changes?
- Q&A - Cash-heavy at 48, bridging to early retirement, and debt-free at 31
- Ep 424: Should you hedge your international share portfolio
- Ep 423: Negative gearing deferred - heres how to manage the cash flow gap
- Q&A - Super recontributions, property versus ETFs, and the grandfathering question
- Ep 422: Blame the 20-year growth cycle, not necessarily the Victorian government
Explore listener stats, chart rankings, contacts and more on the Investopoly podcast page.