The Federal Budget has dropped some of the most significant proposed changes to Australian investment strategy in decades, and if you own property, hold assets in a trust, or are planning your wealth-building approach, this one is worth paying attention to.
Tash & Ana break down exactly what's on the table, including what Tash saw firsthand at the budget lock-up in Parliament House before the announcements went public.
In this episode, they cover the proposed negative gearing changes and what they actually mean for existing and future property investors, how the capital gains tax shake-up could affect the way you think about when and what to sell, the new discretionary trust rules and why the bucket company strategy may no longer work the way it used to, and which investment vehicles are looking more attractive in a post-budget world.
If these changes go ahead, the playbook a lot of Australians have relied on for building wealth could look very different. The question is, what do you do with your strategy now?
Use the code 'GRSC' to start investing on Pearler with $20 of free brokerage credits 💸
Disclaimer
Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.
Tash Invests Pty Ltd is a Corporate Authorised Representative #1317713 of Rask Licensing Pty Ltd. Read the FSG available from https://tashinvests.com/links
Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide
If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.
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