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The Strategy Stacker - Luke Talks Money

Luke Smith
Superannuation
Financial Planning
Retirement Planning
Tax Deductions
Capital Gains Tax
Estate Planning
Investment Property
Taxation
Investment Strategies
Transition To Retirement
Transfer Balance Cap
Negative Gearing
Investment Properties
Centrelink
Pension
Retirement
Investing
PSS
Testamentary Trust
Franking Credits

Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.

PublishesWeeklyEpisodes200Founded7 years ago
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BusinessInvestingEducation

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Latest Episodes

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 26 June 2026 with 2CC’s Leon Delaney. The topic is: Superannuation Changes from 1 July 2026. In this episode Luke takes a deep dive into the changes ... more

YouTube

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 19 June 2026 with 2CC’s Leon Delaney. The topic is: What is a testamentary trust and how does it benefit the next generation if something was to happ... more

YouTube

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 12 June 2026. The topic is: Exchange Traded Fund (ETF) – Why could it be right investment for your portfolio? After you’ve set your goals and determi... more

YouTube

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 5 June 2026. The topic is: Buying an investment property: Is it still a good decision? Last we spoke about the tax changes from the Federal Budget, a... more

YouTube

Key Facts

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Recent Guests

Luke Smith
Financial planner from Envision Financial
Envision Financial
Episode: Luke on 2CC – 30 June 2026 & Misconceptions Around EOFY Financial Planning
Rhys Kyburz
Tax specialist from RSM
RSM
Episode: Luke on 2CC – Capital Gains Tax Changes? What Investors Need to Know and Do. Ask the expert with Rhys Kyburz.

Hosts

Luke Smith
Financial planner from Envision Financial; frequent co-host discussing money management, superannuation, and retirement planning.
Leon Delaney
Co-host providing interview segments and financial insights in Canberra; anchors the show with practical financial education.

Reviews

5.0 out of 5 stars from 45 ratings
  • Simple and easy.

    Simple and easy to follow. Thanks

    Apple Podcasts
    5
    GarthQ
    Australia4 years ago
  • Always insightful

    Luke has a down to earth approach and offers information you can understand. Worth subscribing to this one.

    Apple Podcasts
    5
    Musicguy7
    Australia7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guest variety is strong on tax, super, and retirement planning.
Clear, practical money guidance that's easy to understand.
Hosts explain complex topics in plain language and stay focused on actionable takeaways.
Consistent value for listeners seeking long-term financial planning tips.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#108
Australia/Business/Investing
Apple Podcasts
#171
Australia/Business

Talking Points

Recent interactions between the hosts and their guests.

Luke on 2CC – Tax deductions, Superannuation and 30 June 2026
Q: How much can you put in and how do you go about it?
Listeners should first determine their concessional cap, consider catch-up space if eligible, coordinate with their super fund to see what has already been contributed in previous years, and ensure money clears before 30 June. Then they should lodge a Notice of Intent if paying with personal funds, and confirm a final amount with the fund before the deadline.
Luke on 2CC – Who can add money to superannuation and when can you do it?
Q: What should people consider about the downsizer rules and using the catch-up concessional provisions?
People should assess eligibility, balance thresholds, and the timing to use the catch-up concessional space, ensuring paperwork is correct and aligning with overall tax planning goals.
Luke on 2CC – Who can add money to superannuation and when can you do it?
Q: How does eligibility differ between someone under 67 and someone over 67 when it comes to deductible contributions?
Under 67, deductible contributions can be made without a work test; over 67, a work test is required to qualify for deductible contributions, and there are still non-concessional options to consider.
Luke on 2CC – Who can add money to superannuation and when can you do it?
Q: Where can listeners get more information about these contributions?
Listeners can contact the advisor's office or visit the Envision Financial website, with the speaker listing the office number and the firm's online resources for more detailed guidance.
Luke on 2CC – 30 June 2026 & Misconceptions Around EOFY Financial Planning
Q: Where can listeners get more information?
Listeners can contact Envision Financial through their office number and visit the website envisionfinancial.com.au for resources and to access the podcast.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About The Strategy Stacker

What is The Strategy Stacker about and what kind of topics does it cover?

A practical, education-forward show that breaks down personal finance and investing concepts for everyday Australians. Frequent topics include superannuation, taxation, capital gains, retirement planning, and using professional advice to optimize money decisions. The conversation is anchored by two Canberra-based hosts who translate complex policy and financial planning ideas into relatable steps, with expert guests and timely coverage of budget changes and regulatory shifts. Notable strengths include a down-to-earth delivery, actionable tips, and a consistent emphasis on long-term planning and financial literacy for families and individuals. Potential listeners who want clear guidance on super, tax strategy, and retirement planning will li... more

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Which podcasts are similar to The Strategy Stacker?

These podcasts share a similar audience with The Strategy Stacker:

1. Retire Right
2. Australian Retirement Podcast
3. Friends With Money
4. Prime Time with Bec Wilson
5. Investing Compass

How many episodes of The Strategy Stacker are there?

The Strategy Stacker launched 7 years ago and published 200 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Strategy Stacker?

Recent guests on The Strategy Stacker include:

1. Luke Smith
2. Rhys Kyburz

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