Episodes: 523
Frequency: Weekly
Rating: 4.7/5.0
Estimated listeners: 1,000 - 10,000
Gender skew: Neutral
Listener location: Australia
YouTube: 5.0k subscribers
Instagram: 28.0k followers
Publicly listed emails
hello@pivotwealth.com.au
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Ben Nash - Award-winning financial adviser, bestselling author, and founder of Pivot Wealth, who helps Australians make smarter decisions about investing, financial planning, and building long-term wealth.
Craig Keary - Investor Behavior Across 350,000 Active Accounts, Children’s Investment Accounts, Dollar-cost Averaging, Diversification, Global Investing, And Market Volatility.
Matt Lakajev - Linkedin Visibility, Professional Networking, AI Resume Screening, Trust And Hiring Decisions, And How Senior Professionals Can Build An Online Presence.
Shani Jayamanne - Investment Fees, Investor Behavior, Loss Aversion, Portfolio Simplicity, Dollar-cost Averaging, Superannuation, And The Gap Between Fund Returns And Investor Returns.
#523 New Tax Changes Bring Trusts and Bucket Companies Back From the Dead
October 07, 2026
On 12 May the budget killed the bucket company. A 30% minimum tax on trust income was the headline, but the real damage was underneath it, because that tax came with no credit when the money moved on to a company. Stack the two together and business owners were looking at an effective rate over 60% on profit they had already been taxed on once. On 3 September the government released draft legislation that changes the picture, and Ben walks through exactly what it does. There is a window, it c...
Should You Move to Singapore to Save Tax?
October 01, 2026
Every second call at the moment ends the same way. The budget has tightened the screws, the pay rise didn't move the needle, so what if we just moved to Singapore? Or Dubai. Or Hong Kong. Ben and Siobhan ran the numbers, and the first thing they found is that Australia is a lower tax country than the UK, Canada, New Zealand and most of Europe. The catch is where we collect it. Almost 43% of every tax dollar in Australia comes from personal income, one of the heaviest reliances on personal inc...
The Post-Budget Investing Playbook w. Hugh Robertson
September 24, 2026
Hugh Robertson reckons the world changed for Aussie investors on 12 May. For years the playbook was simple. Earn well, borrow, negatively gear into residential property and let the market do the rest. The budget took a fair chunk of that off the table, and now a lot of people with money to put to work are asking the same question. What's the play now? Hugh runs Centaur Financial Services, sits on the Barron's Top 100 adviser list, and has been a mate of Ben's for over a decade, which means he...
Talk Money To Me · Low booking difficulty · 1,000 - 10,000 listeners
Publicly listed emails
hello@pivotwealth.com.au
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