
Julie Bullen discusses the implications of the federal budget for everyday investors and offers insights on various investment strategies.
The federal budget has sparked plenty of investor anxiety, from negative gearing changes to capital gains tax and trust structures, but according to financial adviser Julie Bullen (Fox & Hare), most Australians shouldn’t be tearing up their strategy. Julie joins Bryce and Ren to unpack what actually matters for everyday investors, when debt recycling is worth it and how to think about property versus shares. If you’d like to speak to Julie or anyone on our advice network head to https://equitymates.com/advice/ In this episode: 00:00 – Why the budget changes aren’t a reason to panic 02:38 – Negative gearing explained and what changes after the budget 07:32 – Should investors rethink property, trusts and growth assets? 12:48 – Lump sum investing vs dollar cost averaging 15:17 – Property vs shares: where would Julie put $1 million? 20:43 – Is debt recycling actually worth it? 23:45 – Superannuation strategy, consolidation and fees 28:23 – Managing money as couples, property structuring and planning for kids ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in…
Hosts: Bryce, Ren
Guest: Julie Bullen
Organizations: Fox & Hare, Equity Mates
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