share & ETF investors: what the tax changes mean for you

About this episode

Glen James discusses the implications of recent tax changes on investors with Cameron Gleeson and Vince Scully.

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ The budget dropped CGT changes that spooked investors everywhere, but is the panic justified? Glen sits down with Cameron Gleeson (Betashares Head of Investment Strategy) and Vince Scully (lLife Sherpa Invest / this is investing) to cut through the noise. At the time of recording - 22 May 2026, these changes have not been passed into law. They talk about: 👉🏼 their views on the policy change 👉🏽 implications for growth investors 👉🏾 does this change your investing strategy moving forward? 👉🏿 ETFs vs managed funds in this environment 👉🏻 are investment bonds an attractive structure to consider? 👉🏽 impact to tax tracking during the transition 👉 what Cameron is excited about in the equity markets right now 👉🏼 should I keep money in offset or invest? money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show 🏡 Join our…

People in this episode

Host: Glen James

Guests: Cameron Gleeson, Vince Scully

Topics covered

• tax changes
• investment strategy
• ETFs vs managed funds
• capital gains tax
• equity markets
• investment bonds

Keywords

• CGT changes
• growth investors
• investing strategy
• tax tracking
• offset accounts
• investment bonds

Sponsors

Sphere Home Loans, Skye Wealth

Mentioned in this episode

Organizations: Betashares, Life Sherpa Invest

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