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cover art for 439 Property Q&A: how CGT will work, investment property after age 50, best time to sell + more

Retire Right

439 Property Q&A: how CGT will work, investment property after age 50, best time to sell + more

Season 4
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Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/


Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE


In today's episode Glen is joined by John Pidgeon, buyer's advocate, host of This Is Property and author of Sort Your Property Out and Build Your Future for a property deep dive and Q&A. They touch on:


👉 how capital gains tax will be calculated under the new changes pre and post July 2027

👉🏼 negative gearing isn't gone - this is how it will work moving forward!

👉🏽 turning a PPOR that was bought before the May budget into an investment property

👉🏾 holding an investment property after 50 - what to consider

👉🏿 when's the best time to sell a property?

👉🏻 should I move into my investment property or sell it?

👉 should I help my kids by purchasing and renting an investment property to them?

👉🏼 can you avoid CGT by turning an investment property into your PPOR for 1-2 years?

👉🏾 sell IP now in mid 50s and pay off the home or wait until no longer working for tax efficiency?


Resources mentioned in the chat:

Watch this episode on Youtube here: https://youtu.be/nCQD9RDebuw

12 Months to Retire Right by Glen James and Vince Scully: https://link.amazon/B07u9ZQgE

Sort Your Property Out: And Build Your Future by Glen James and John Pidgeon: https://link.amazon/B045jKvnD

The Quick-Start Guide to Your First Property by Glen James and Rachelle Kroon: https://link.amazon/B09oz5Fal

Book a clarity call with John here: https://www.solverewealth.com.au/clarity-call-with-john-pidgeon/

Need help selling a property? Envisage Property Vendor's Advocate service: https://www.envisageproperty.com.au/vendors-advocate-service


Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus


If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright


Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

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