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Ask an Adviser: Tax traps and property decisions – Listener mailbag with Matt Ingram

Ask an Adviser: Tax traps and property decisions – Listener mailbag with Matt Ingram

Season 11 Published 6 months, 1 week ago
Description

From switching brokerage platforms to gearing, kids’ investing accounts, super catch-up contributions and the age-old mortgage-versus-investing debate, this listener mailbag covers the real questions investors are wrestling with right now. Bryce is joined by financial adviser Matt Ingram to work through how he’s positioning portfolios in a volatile market, where he’s seeing opportunity, and the practical decisions that matter most for long-term investors.


In this episode:

00:00 Listener Mailbag Intro

01:13 Market Volatility & Staying Calm

02:59 What Matt is Buying in Down Markets: ETFs, Tech & Resources

06:54 Moving Holdings Between Brokerage Platforms

09:51 ETF Strategy for Older Investors

13:01 Investing for Kids & Tax Considerations

15:18 Rebalancing Portfolio to Geared Products

17:31 Micro-Investing vs ETF Costs

19:30 US Stocks Tax Implications

20:24 Why Infrastructure in Portfolios is a MUST

22:35 Super Catch Up Contributions Explained

24:52 Investing in Property During Interest Rate Hikes

25:49 CGT Discount Drop Discussion & Property Outlook

27:29 When to Sell an Investment Property

30:14 Final Question: Pay Down Mortgage or Invest?


ETFs & stocks mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared (30–40% LVR) Complex ETF (ASX: GHHF), Betashares S&P/ASX Australian Technology ETF (ASX: ATEC), BetaShares Global Cybersecurity ETF (ASX: HACK), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Tesla (NASDAQ: TSLA)


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