The federal budget has sparked plenty of investor anxiety, from negative gearing changes to capital gains tax and trust structures, but according to financial adviser Julie Bullen (Fox & Hare), most Australians shouldn’t be tearing up their strategy. Julie joins Bryce and Ren to unpack what actually matters for everyday investors, when debt recycling is worth it and how to think about property versus shares.

If you’d like to speak to Julie or anyone on our advice network head to https://equitymates.com/advice/

In this episode:

00:00 – Why the budget changes aren’t a reason to panic

02:38 – Negative gearing explained and what changes after the budget

07:32 – Should investors rethink property, trusts and growth assets?

12:48 – Lump sum investing vs dollar cost averaging

15:17 – Property vs shares: where would Julie put $1 million?

20:43 – Is debt recycling actually worth it?

23:45 – Superannuation strategy, consolidation and fees

28:23 – Managing money as couples, property structuring and planning for kids

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After the Budget: What Investors Should Do Next with Julie Bullen | Ask An Adviser

Equity Mates Investing Podcast

After the Budget: What Investors Should Do Next with Julie Bullen | Ask An Adviser