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The Money Puzzle

Unlisted Trusts: Why would you bother?

17 Aug 2023

Description

The fashion for alternative unlisted investments is getting a reality check as investors can get a risk-free cash rate of more than four per cent. The biggest cloud over the sector, so far, is the redemption refusals popping up at major unlisted property funds. So what does it mean for investors? In today's episode, we cover: the big fat problem with unlisted assets, how to optimising super concessional contributions and the dreaded US withholding rate for Aussie investors.  Tim Mackay of the Quantum Financial group is wealth editor James Kirby's guest in this episode.See omnystudio.com/listener for privacy information.

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