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All Episodes

The Strategy Stacker - Luke Talks Money — 166 episodes

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Title
1

Luke on 2CC – Protect Your Children to Protect Your Retirement!

2

Luke on 2CC – Investing in ETFs Australia: The Ultimate Beginner’s Guide

3

Luke on 2CC – What does it mean to be a conservative investor?

4

Luke on 2CC – Income and Assets Tests 2026. What you need to know!

5

Luke on 2CC – Transition to retirement to reduce your debt or get a tax deduction!

6

Luke on 2CC – Notice of Intent Form: The Tax Deduction Trap!

7

Luke on 2CC – New Financial Year Priorities: Luke’s Top Tips!

8

Luke on 2CC – Superannuation Changes from 1 July 2026

9

Luke on 2CC – Testamentary Trust: Prepare and protect for the next generation.

10

Luke on 2CC – Exchange Traded Fund Explained: Is an ETF Right for You?

11

Luke on 2CC – Buying an investment property: Is it still a good decision post budget 2026?

12

Luke on 2CC – Budget Tax Changes: What does it mean for you?

13

Luke on 2CC – Why having an adviser may SAVE you a fortune!

14

Luke on 2CC – The People You Have Around You

15

Luke on 2CC – Should I go back to work after I retire? What are my options?

16

Luke on 2CC – Tax deductions, Superannuation and 30 June 2026

17

Luke on 2CC – I am going to retire in July. What should I get ready so there are no surprises?

18

Luke on 2CC – Who can add money to superannuation and when can you do it?

19

Luke on 2CC – 30 June 2026 & Misconceptions Around EOFY Financial Planning

20

Luke on 2CC – Super Splitting in 2026. What is it? Why do it?

21

Luke on 2CC – 2026 Market Volatility, How Do I Manage It & Make the Most of It?

22

Luke on 2CC – 2026 Changes to Superannuation Thresholds and What They Mean for You!

23

Luke on 2CC – Capital Gains Tax Changes? What Investors Need to Know and Do. Ask the expert with Rhys Kyburz.

24

Luke on 2CC – How to turn super into a tax-free pension in 2026

25

Luke on 2CC – How can you give your kids the greatest start in life financially?

26

Luke on 2CC – Catch-up concessional contributions: What are they? How do you do it?

27

Luke on 2CC – What is a Transfer Amount in the PSS and what can I do with it?

28

Luke on 2CC – What happens if I hit the Transfer Balance Cap?

29

Luke on 2CC – What is the Total Super Balance?

30

Luke on 2CC – Can I use the transition to retirement strategy to save tax?

31

Luke on 2CC – Can I reduce my work hours but still earn my normal wage?

32

Luke on 2CC – Setting financial goals for 2026

33

Luke on 2CC – 2025 in review, a new year is just around the corner!

34

Luke on 2CC – Misconceptions about financial matters – Don’t let them cost you money!

35

Luke on 2CC – Can I gift money and assets to my children?

36

Luke on 2CC – How to avoid tax from super when you die

37

Luke on 2CC – The Asset Test for the Age Pension

38

Luke on 2CC – What’s the difference between a binding and non-binding nomination in your super?

39

Luke on 2CC – Asset allocation risk – Check how much you are really taking on!

40

Luke on 2CC – Share market highs, is it time to take some profit?

41

Luke on 2CC – Misconceptions about managing finances

42

Luke on 2CC – How much life cover do I need in my super?

43

Luke on 2CC – How do I start a pension from my super?

44

Luke on 2CC – How much do I need in super to retire? There’s a better question to ask to help you retire with peace of mind.

45

Luke on 2CC – Is salary sacrifice the only way to get money into super?

46

Luke on 2CC – What is a testamentary trust and why might you need or want one in your Will?

47

Luke on 2CC – Should I max out my super contributions, regardless of my income level?

48

Luke on 2CC – Should I buy an investment property like everyone else?

49

Luke on 2CC – A MINI won’t pull a horse float!

50

Luke on 2CC – Can I make a tax-deductible contribution to my super if I am a member of the PSS?

51

Luke on 2CC – Should my investment loan repayments be principal and interest? Is there a better option?

52

Luke on 2CC – Play your part in the financial planning process to get good outcomes

53

Luke on 2CC – How much tax do I pay if I go back to work after I retire?

54

Luke on 2CC – Ways to get more money into super for a tax free retirement!

55

Luke on 2CC – How much risk should I carry in my super fund?

56

Luke on 2CC – How much money do I need to retire?

57

Luke on 2CC – Changing your habits to achieve your financial goals sooner!

58

Luke on 2CC – How to start a pension from super – understanding the rules to get you started

59

Luke on 2CC – Setting goals and habits for the new financial year

60

Luke on 2CC – Maximising your tax deductions before 30 June!

61

Luke on 2CC – Super Splitting: What is it? Why would you do it?

62

Luke on 2CC – Transition to retirement options: Pay off your mortgage or contribute to super with tax free money!

63

Luke on 2CC – What is a ‘Notice of intent’ and why do you need it?

64

Luke on 2CC – The difference between deductible and non deductible super contributions

65

Luke on 2CC – How much can you get into super this year now the limits are changing?

66

Luke on 2CC – Misconceptions around merging super funds – There are reasons not to consolidate!

67

Luke on 2CC – Transition to retirement before 30 June and you could reach your goals sooner!

68

Luke on 2CC – Misconceptions around super contributions – don’t miss out on opportunities to bolster your balance!

69

Luke on 2CC – How to use superannuation to fund your insurance and is your cover still right for your needs?

70

Luke on 2CC – Investing outside of Super

71

Luke on 2CC – The super splitting strategy and your retirement goals!

72

Luke on 2CC – Do I have to take a full pension from the PSS when I retire?

73

Luke on 2CC – How to make the most of the Trump effect with your investments?

74

Luke on 2CC – What happens to my super when I retire?

75

Luke on 2CC – Gearing your portfolio: How to do it and what to consider?

76

Luke on 2CC – Misconceptions around money in 2025

77

Luke on 2CC – How to use Shares and ETF’s

78

Luke on 2CC – Do kids pay tax on a super inheritance?

79

Luke on 2CC – How to use an in specie transfer to boost your super

80

Luke on 2CC – How to start a transition to retirement

81

Luke on 2CC – Total Super Balance – How will it impact your retirement planning?

82

Luke on 2CC – New year resolutions: Set yourself up for success in 2025.

83

Luke on 2CC – Personal Financial Planning Issues for 2025

84

Luke on 2CC – The Transfer Balance Cap and Tax Free Money

85

Luke on 2CC – Luke’s Christmas Spending Tool Kit

86

Luke on 2CC – Re-contribution Strategy – Can you save tax for your kids?

87

Luke on 2CC – Is it time to take profit from your super fund or your pension?

88

Luke on 2CC – How much does a SMSF really cost?

89

Luke on 2CC – What does Trump mean for your portfolio?

90

Luke on 2CC – Top tips for working with a financial planner effectively

91

Luke on 2CC – Investing outside of super for the long term

92

Luke on 2CC – Emergency Fund and Income Protection Insurance – How will you protect your family and yourself?

93

Luke on 2CC – Does the system work for retirees and those who need aged care?

94

Luke on 2CC – How to minimise tax on the sale of an asset

95

Luke on 2CC – Is negative gearing dead? How will it impact you and your investments?

96

Luke on 2CC – How to salary sacrifice and make personal deductible contributions at same time to lower your tax

97

Luke on 2CC – Residential property – Does gearing still work? What should you consider before you invest in property?

98

Luke on 2CC – Are converting preference shares or hybrid shares part of your investment portfolio?

99

Luke on 2CC – Gifting and Centrelink, what you should know

100

Luke on 2CC – How to maximise income from your portfolio

101

Luke on 2CC – How to get the maximum into super and lower your tax

102

Luke on 2CC – Seven deadly taxes

103

Luke on 2CC – How do you judge a good super fund?

104

Luke on 2CC – Should I have an interest only loan on my investment property?

105

Luke on 2CC – Taking a PSS Benefit, is a full pension right for you?

106

Luke on 2CC – Can a testamentary trust protect your kids?

107

Luke on 2CC – How do you start a pension from your super?

108

Luke on 2CC – Set goals for the new financial year!

109

Luke on 2CC – Controlling risk in super in the new financial year

110

Luke on 2CC – Should I set up a SMSF on 1 July 2024?

111

Luke on 2CC – Should I sell an investment property and put money into super?

112

Luke on 2CC – How to maximise your tax deduction from an EOFY super contribution?

113

Luke on 2CC – Give your kids the best financial start!

114

Luke on 2CC – Should you start a pension from super before EOFY?

115

Luke on 2CC – Should I contribute to super before 30 June?

116

Luke on 2CC – What is the Centrelink Income Test?

117

Luke on 2CC – What is the Centrelink Asset Test?

118

Luke on 2CC – How to use ETFs to your advantage inside super?

119

Luke on 2CC – PSS members Don’t miss out on a tax deduction!

120

Luke on 2CC – Transfer balance cap, what you need to know!

121

Luke on 2CC – Why put money in super and not leave it in your bank account?

122

Luke on 2CC – What to look for in a good super fund?

123

Luke on 2CC – How to invest in strong markets and record prices?

124

Luke on 2CC – Risk and your investment portfolio

125

Luke on 2CC – Misconceptions around transition to retirement

126

Luke on 2CC – Misconceptions around super death benefits

127

Luke on 2CC – Misconceptions around super funds

128

Luke on 2CC – Misconceptions around pension payments

129

Luke on 2CC – Misconceptions around contributions to super

130

Luke on 2CC – How to start an investment portfolio

131

Luke on 2CC – Compound interest, time is your friend!

132

Luke on 2CC – New Year Resolutions, 2024

133

Luke on 2CC – Spend Christmas well, with a plan!

134

Luke on 2CC – Be a great client to get more out of advice

135

Luke on 2CC – Can I work in retirement? How much tax will I pay?

136

Luke on 2CC – Why borrow money to invest?

137

Luke on 2CC – Can I afford to retire?

138

Luke on 2CC – Find budget savings as interest rates rise!

139

Luke on 2CC – How to turn your super into a pension?

140

Luke on 2CC – What happens to my super when I retire?

141

Luke on 2CC – Catch-up concessional contributions – Boost your super!

142

Luke on 2CC – A deep dive into Self Managed Super Funds

143

Luke on 2CC – Offset accounts and redraw facilities: How to use them to your advantage

144

Luke on 2CC – Interest only repayments – When might you use it?

145

Luke on 2CC – How can I make a contribution to super and lower my tax?

146

Luke on 2CC – What’s the difference between a self managed super fund and a personal super fund?

147

Luke on 2CC – What is dollar cost averaging and why would you use it when investing?

148

Luke on 2CC – Is a superannuation balanced fund option really balanced?

149

Luke on 2CC – What is risk and how do you manage it?

150

Luke on 2CC – Where do you begin to start investing?

151

Luke on 2CC – How much money can I take when starting a pension from super?

152

Luke on 2CC – Investing in property. Part 5: Conveyancing

153

Luke on 2CC – Investing in property. Part 4: Trends and Selling Tips

154

Luke on 2CC – Investing in property. Part 3: Strata Management

155

Luke on 2CC – Investing in property. Part 2: Commercial Property

156

Luke on 2CC – Investing in property. Part 1: What to think about before you buy?

157

Luke on 2CC – New Habits for a New Financial Year

158

Luke on 2CC – Luke’s top 5 risks in retirement and how to avoid them!

159

Luke on 2CC – Should I salary sacrifice in the new financial year?

160

Luke on 2CC – How to reduce your working hours by starting a pension

161

Luke on 2CC – 30 June Super and Tax Strategy

162

Luke on 2CC – Why do you need an Enduring Power of Attorney?

163

Luke on 2CC – What is a binding nomination and how does it work?

164

Luke on 2CC – Are all accountants the same?

165

Luke on 2CC – How much can you put into your super?

166

Luke on 2CC – How to get a better home loan