About this episode

Charlie Viola discusses the implications of the federal budget on wealth-building strategies with hosts Bryce and Ren.

The federal budget has investors asking whether the old wealth-building playbook still works. Charlie Viola joins Bryce and Ren to unpack what proposed tax changes mean for trusts, super, property, private credit and portfolio construction and why the fundamentals still matter more than the tax noise. In this episode: 00:00 — Why tax changes shouldn’t derail good investing 00:55 — Budget changes and the pressure on family trusts 05:14 — Capital gains tax: overreaction or real risk? 09:01 — How accumulators should think about structures 15:31 — Has the case for investment property changed? 17:22 — Property, leverage and negative gearing 19:23 — Global equities, AI and portfolio positioning 23:14 — Why Australian equities look less compelling 25:01 — Private credit and understanding the risks 28:14 — Infrastructure’s role in portfolios 32:49 — Charlie’s key actions for investors this year If you would like to speak to Charlie or any of his team head to equitymates.com/advice and we will put you in touch. Stocks & ETFs mentioned: Commonwealth Bank of Australia (ASX: CBA), BHP Group (ASX: BHP), ANZ Group (ASX: ANZ), Telstra Group (ASX: TLS), Woolworths Group (ASX: WOW), CSL (ASX…

People in this episode

Hosts: Bryce, Ren

Guest: Charlie Viola

Topics covered

• wealth building
• tax changes
• investment strategies
• portfolio construction
• property investment
• equities
• private credit

Keywords

• wealth building
• tax changes
• family trusts
• capital gains tax
• investment property
• negative gearing
• global equities
• private credit
• infrastructure

Mentioned in this episode

Organizations: Equity Mates Media

Products: Commonwealth Bank of Australia, BHP Group, ANZ Group, Telstra Group, Woolworths Group, CSL, Cochlear, Brambles, Macquarie Group, Hamilton Lane

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