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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…

The skinny

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