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HOW I MET MY BROKER: Death tax, negative gearing, and small business – separating fact from fiction
Forget negative gearing. The budget is quietly hitting trusts, CGT, super, and business structures at once, in what could be investors’ biggest shake-up in decades.
On the How I Met My Broker podcast, Liam Garman and Hung Chuy sit down with financial adviser Andrew Foo and accountant Callum Wall to shed light on what may be the most significant shake-up to investor strategy in decades.
The panel doesn’t hold back, arguing the public reaction has been driven by confusion and social media hot takes, with investors making costly assumptions before understanding how the changes actually apply to them.
They break down the proposed changes to negative gearing and capital gains tax (CGT), revealing why investment timelines, cash flow, and ownership structures could become make-or-break in the years ahead.
Attention then turns to trusts, estate planning, and super, with the trio warning that existing strategies may already be outdated as new tax settings reshape long-term wealth planning.
The experts also expose the potential fallout for small business owners, including growing uncertainty around once-trusted tax-minimisation structures.
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