Q&A: How to use inheritance, buying into a business, how to invest cash in SMSF, when to get advice and more...
In this Q&A episode, Stuart explores how to make strategic decisions with lump sums, whether they come from inheritances, business opportunities, or property sales. He offers guidance to William, who’s weighing how best to use a $750,000 inheritance to build long-term wealth while balancing homeownership and market timing. Sarah, currently on maternity leave, wants to optimise the $130,000 proceeds from a property sale—whether to pay down debt, invest in shares, or consider another investment property—all while managing cash flow and long-term goals.Stuart also answers Meteor Girl’s question…
The skinny
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