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Beyond the Budget: How Charlie Viola is approaching building wealth | Ask an Adviser
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?…
The skinny
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