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Ask an Adviser: 4 case studies on the new CGT changes with Alex Luck
Description
The Federal Budget sparked plenty of debate among investors, but what do the proposed tax changes actually mean in practice? Bryce and Ren sit down with Everest Wealth co-founder Alex Luck to work through real-world case studies covering ETFs, capital gains tax, property investing, negative gearing and retirement planning. The conclusion may surprise some investors: while the rules may change, the fundamentals of long-term investing remain remarkably resilient.
In this episode:
00:00 Budget Investing Changes
01:29 ETF Tax Case Studies
04:04 Tax Winners and Losers
07:26 Why Growth Still Wins
11:35 Property vs Shares
15:20 Negative Gearing Impact
17:08 New Leverage Strategies
19:33 Will Investors Leave Property?
23:23 Dividend vs Growth Investing
25:35 Retirement and FIRE Changes
30:16 Final Investing Takeaways
Stocks & ETFs mentioned: Vanguard Diversified High Growth ETF (ASX: VDHG), Vanguard Australian Shares High Yield ETF (ASX: VHY), iShares S&P 500 ETF (ASX: IVV), Betashares Nasdaq 100 ETF (ASX: NDQ)
You can find Alex's case studies here: https://x40s1z0ymjt.typeform.com/to/XcqV93pF
If you would like to speak to Alex or any of his team head to equitymates.com/advice and we will put you in touch.
To check out LendUs head to https://www.lendus.com.au/equitymates
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