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cover art for 705 special strata levy, investing for niece & nephews, SMSF investment, Spaceship + more

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705 special strata levy, investing for niece & nephews, SMSF investment, Spaceship + more

Season 7
โ€ข

In today's episode Glen and financial adviser Jess Brady answer your questions! Glen and Jess chat about:


๐Ÿ‘‰๐Ÿป buying an apartment / buying into strata

๐Ÿ‘‰ gifting shares to a teenager

๐Ÿ‘‰๐Ÿผ investing through SMSF

๐Ÿ‘‰๐Ÿฝ moving shares out of Spaceship

๐Ÿ‘‰๐Ÿพ record keeping for tax time

๐Ÿ‘‰๐Ÿฟ how much do I charge for renting out my farm for an event?


Related episodes ๐ŸŽง


631b investing for kids (the 6 ways) part 1

631c investing for kids (the FAQs) part 2


Grab Johnโ€™s new book, Sort Your Property Out & Build Your Future


Book a clarity call with Jess Brady: https://bit.ly/48XKImm


Subscribe to Jess's show Financially Fierce, coming soon! ๐Ÿ‘‡๐Ÿผ


Subscribe on Apple Podcasts

Subscribe on Spotify


Book club ๐Ÿ“š This month we're reading, The Psychology of Money by Morgan Housel. Find it on:


Booktopia: https://booktopia.kh4ffx.net/YgP7ZJ

Amazon: https://amzn.to/46tTAzq


Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here


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To get help, and to check out our online courses, resources and downloads (+ our disclaimers and warnings), click here.


Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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  • 925 husband wants her to quit, $7m inheritance & feeling broke on $375k

    01:12:00||Season 9
    Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/In this Q&A episode, Glen James and John Pidgeon unpack:๐Ÿ‘‰๐Ÿผ my husband wants me to quit my job to save his business๐Ÿ‘‰๐Ÿฝ $7M inheritance on the way.... should I take my foot off the gas in building wealth?๐Ÿ‘‰๐Ÿพ mid 20s, own my home outright & healthy super - how should I invest?๐Ÿ‘‰๐Ÿฟ do these insurance costs and cover stack up?๐Ÿ‘‰ has anyone regretted buying their house? I have a $1.65m mortgage in Sydneymoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show๐Ÿก Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis 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 donโ€™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.
  • June markets: SpaceX, ASX, S&P, sector performance + more

    52:18||Season 9
    This episode was recorded on 18 June 2026. Glen is joined in the studio by Gemma Dale, Investor Behaviour and Markets Specialist at nabtrade and host of the Your Wealth podcast to cover:๐Ÿ‘‰๐Ÿฟ the SpaceX IPO๐Ÿ‘‰๐Ÿป a review of the ASX 200 and S&P 500๐Ÿ‘‰ a sector-by-sector breakdown of what's actually been happening under the hoodLearn to invest with Glen's award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.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.auNeed to review your personal insurances? Head to https://skye.com.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show๐Ÿก Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis 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 donโ€™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.
  • 924b wwgd: they earn $350k but they're still feeling stretched

    44:03||Season 9
    Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/On paper, a $350K household income sounds like it should give you so many options. In reality, Ellie* is struggling to know which goals to focus on. In this 'what would Glen do' episode, Ellie & Glen unpack:๐Ÿ‘‰๐Ÿผ her different goals๐Ÿ‘‰๐Ÿฝ her current financial situation๐Ÿ‘‰๐Ÿพ Glen's sound financial house framework๐Ÿ‘‰๐Ÿฟ savings, super & assets๐Ÿ‘‰ what Glen would do*Name changed for privacyTo see if youโ€™re on track with your super for your age, head to art.com.au and search โ€˜How much super do I have?'.Need a system to manage your money? Check out the FREE Glen James Spending Plan: https://education.moneypodcast.com.au/courses/the-glen-james-spending-planmoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show๐Ÿก Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis 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 donโ€™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.
  • 924 moving regional to get mortgage-free, investing for kids, car crash compensation + more

    01:21:32||Season 9
    The Quick-Start Guide to Your First Property: https://amzn.to/4svhyoHThe Quick-Start Guide to Investing: https://www.investingbook.com.au/In this Q&A, Glen James and Rachelle Kroon chat about:๐Ÿ‘‰๐Ÿผ selling our home in the city to live in our regional IP and getting debt-free๐Ÿ‘‰๐Ÿฝ what records and paperwork do I need to keep when I sell shares?๐Ÿ‘‰๐Ÿพ community discussion: if you won $30m, how would you manage it?๐Ÿ‘‰๐Ÿฟ investing for kids and the tax implications๐Ÿ‘‰๐Ÿป finding a future-proof career after leaving the defense force๐Ÿ‘‰ should I accept a $10,000 car crash compensation?๐Ÿ‘‰๐Ÿพ should I pay my mortgage down before upgrading?6 ways to invest for kids: https://www.moneypodcast.com.au/blog/investment-for-kids-6-ways-to-invest-for-your-kidsBook a property clarity call with John Pidgeon: https://www.envisageproperty.com.au/claritycallmoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show๐Ÿก Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis 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 donโ€™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.
  • 923b wwgd: what to do when you're uninsurable + moving back to a region

    52:53||Season 9
    Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/Chelsea is 28 and can't get insurance because of a medical diagnosis. She and her fiancรฉ Ryan are planning to move from Perth back to their regional hometown in the next 5 years where house prices have skyrocketed since they left. So what would Glen do? Glen unpacks their financial situation as a couple, the moving plan and how to build a safety net when insurance isn't an option. They touch on:๐Ÿ‘‰๐Ÿผ Chelsea and Ryan's financial snapshot๐Ÿ‘‰๐Ÿฝ Glen's sound financial house framework๐Ÿ‘‰๐Ÿพ how they manage money as a couple๐Ÿ‘‰๐Ÿฟ what self-insuring looks like when you can't get cover๐Ÿ‘‰๐Ÿป the relocation plan๐Ÿ‘‰ Chelsea's investing portfolioTo see if youโ€™re on track with your super for your age, head to art.com.au and search โ€˜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.auNeed to review your personal insurances? Head to https://skye.com.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show๐Ÿก Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis 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 donโ€™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.
  • 923 the expat's handbook: super, shares, tax & coming home with Brett Evans

    01:08:42||Season 9
    Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/Living overseas or thinking about it? In this episode Glen is joined by Brett Evans, financial adviser & managing director at Atlas Wealth to answer all your money questions. Brett also shares about what life has been like for him and his family during the Middle East conflict. They cover:๐Ÿ‘‰๐Ÿผ paying HELP debt on overseas income๐Ÿ‘‰๐Ÿฝ repatriating after many years overseas (US citizens vs non-US)๐Ÿ‘‰๐Ÿพ managing tax obligations whilst overseas๐Ÿ‘‰๐Ÿฟ managing super and international pensions๐Ÿ‘‰๐Ÿป investing, contributing to super & holding life insurance as an expat๐Ÿ‘‰ setting up a new super account and TFN whilst abroad๐Ÿ‘‰๐Ÿผ retiring in another country and tax on account-based pensions๐Ÿ‘‰๐Ÿฝ choosing which country to be a tax resident of๐Ÿ‘‰๐Ÿพ visa and money requirements for different countries๐Ÿ‘‰๐Ÿฟ managing currency risk when moving retirement money between countriesBrett's book, The Expat's Handbook is available here: https://amzn.to/4uOKlWtmoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show๐Ÿก Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis 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 donโ€™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.
  • 922b wwgd: getting cashed up in Melbourne before a big country move

    49:33||Season 9
    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 8โ€“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:๐Ÿ‘‰๐Ÿผ incomes and career๐Ÿ‘‰๐Ÿฝ Glen's sound financial house framework๐Ÿ‘‰๐Ÿพ assets & investments๐Ÿ‘‰๐Ÿฟ should they buy their future home early and rent it out until it's time to move in?๐Ÿ‘‰๐Ÿป using a gearing strategy๐Ÿ‘‰ getting rid of non deductible debtTo see if youโ€™re on track with your super for your age, head to art.com.au and search โ€˜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.auNeed to review your personal insurances? Head to https://skye.com.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show๐Ÿก Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis 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 donโ€™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.
  • your tax questions answered: what to do before 30 June

    52:11||Season 9
    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:๐Ÿ‘‰๐Ÿผ when to use an accountant vs DIYing your tax return๐Ÿ‘‰๐Ÿฝ the best time to submit your tax return๐Ÿ‘‰๐Ÿพ working from home - fixed rate vs actual cost, tracking expenses + more๐Ÿ‘‰๐Ÿฟ the $1k instant tax deduction - when is it in effect and how to claim it๐Ÿ‘‰๐Ÿป what paperwork do you need for shares and DRP?๐Ÿ‘‰ I'm in Div 293 territory, is it still worth salary sacrificing over the max cap?๐Ÿ‘‰๐Ÿผ can I carry over a capital loss to future years?๐Ÿ‘‰๐Ÿฝ claiming repairs on an investment property - once off vs depreciating the asset๐Ÿ‘‰๐Ÿพ what receipts & records do you realistically have to keep?๐Ÿ‘‰๐Ÿฟ should I use the 6 year rule or not on my investment?๐Ÿ‘‰๐Ÿป tips for reducing a CGT bill from sale of a property๐Ÿ‘‰ what to do before 30 JuneConnect 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.auNeed to review your personal insurances? Head to https://skye.com.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show๐Ÿก Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis 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 donโ€™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.
  • 922 mortgage freedom, property spruikers, neighbour fence disputes + more

    50:20||Season 9
    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: ๐Ÿ‘‰๐Ÿผ property growth spruikers & red flags๐Ÿ‘‰๐Ÿพ what is yield ad how to calculate it๐Ÿ‘‰๐Ÿฟ a couple in their 30s who have fully offset their mortgage ๐Ÿ‘‰๐Ÿป community question: would you put $150k into property, shares or super?๐Ÿ‘‰ navigating a fence dispute with a neighbour๐Ÿ‘‰๐Ÿฝ 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.auNeed to review your personal insurances? Head to https://skye.com.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show๐Ÿก Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis 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 donโ€™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.