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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