Ask an Adviser: 4 case studies on the new CGT changes with Alex Luck

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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This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.

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