The federal budget is coming, and there's already noise around two policies that could shake up the investment landscape: capital gains tax and negative gearing.

Hayden and Dave break down what's actually being floated, and what it could mean for your portfolio.

They cover:

👉 How governments "soft launch" policy changes before they're official, and why it matters for investors right now

👉 The current CGT discount rules and the proposals that could change what you actually keep when you sell

👉 Whether indexation could be a better deal than a flat discount, depending on how long you've held an asset

👉 The grandfathering question that every existing property investor needs answered before panicking

👉 How capping negative gearing could reshape who benefits from it and what it means for property prices

Plus, a timely reminder on building your investing strategy around any single tax settings.

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Disclaimer

Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.

Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide

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