Is Sophisticated Investor status worth the effort?
There are two classes of private investor in Australia: Everyday retail investors and legally certified sophisticated investors (defined by law as having an annual income of at least $250,000 or assets of more than $2.5m),Today we examine the sophisticated investor regime – how it works and whether you would gain anything from making the cut.
Ray Tubman of Heirwealth joins wealth editor James Kirby in this episode
——-
In today’s show, we cover:
- The great Australian $3.5 trillion wealth transfer
- The good and bad of becoming a sophisticated investor
- Property options for the High Net Worth brigade
- SMSF versus index funds inside Big Super
Previous Episodes
Biggest mistakes property buyers make at auction
Could you handle a share market crash?
Should we follow the PM to the beach?
Disappearing dividends – The hidden problem in our hot share market
Yes, I’d use my super to buy a home – here’s why
We have to talk about the inheritance tax on super (with Noel Whittaker)
Join the conversation
Add your comment to this story
You might like
The Money Puzzle, with James Kirby
The Australian’s Money Puzzle covers all the important finance and property topics.
On the Fence
Hosted by The Australian’s economic editor, Adam Creighton, tackles the big issues central to Australia’s economic future.
Businesses of Tomorrow
Follow the journey of four businesses on their rise to power, as they travel to Silicon Valley, Shanghai and back to Australia.
To join the conversation, please log in. Don't have an account? Register
Join the conversation, you are commenting as Logout