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?

17:22 — Property, leverage and negative gearing

19:23 — Global equities, AI and portfolio positioning

23:14 — Why Australian equities look less compelling

25:01 — Private credit and understanding the risks

28:14 — Infrastructure’s role in portfolios

32:49 — Charlie’s key actions for investors this year

If you would like to speak to Charlie or any of his team head to equitymates.com/advice and we will put you in touch.

Stocks & ETFs mentioned: Commonwealth Bank of Australia (ASX: CBA), BHP Group (ASX: BHP), ANZ Group (ASX: ANZ), Telstra Group (ASX: TLS), Woolworths Group (ASX: WOW), CSL (ASX: CSL), Cochlear (ASX: COH), Brambles (ASX: BXB), Macquarie Group (ASX: MQG), Hamilton Lane (NASDAQ: HLNE), KKR & Co (NYSE: KKR), Qualitas (ASX: QAL).

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Beyond the Budget: How Charlie Viola is approaching building wealth | Ask an Adviser

Equity Mates Investing Podcast

Beyond the Budget: How Charlie Viola is approaching building wealth | Ask an Adviser