What School Should Have Taught You
Budget Breakdown: Huge Tax Changes Hitting Property Investors What happens to your investment property and your shares now that the federal budget has dropped? Jeremy Iannuzzelli and the Senior Managers at Praedium Partners, Walita Zaya & Roma Neupane, break down the key tax changes that every Australian investor needs to understand before 1 July 2027. From the overhaul of negative gearing rules to the seismic shift from the 50% capital gains discount back to the indexation method (a change not seen since Peter Costello scrapped it in 1999), this episode unpacks what the numbers actually look like in real life. Walita walks through exactly which properties are affected and when, Roma explains the new trust tax reality (including the eye-watering double-tax trap in bucket companies), and Jeremy runs a live example showing what the indexation method will cost you compared to the current discount system. Whether you're holding property, shares, or running assets through a trust or company structure, the landscape is shifting and the decisions you make before July 2027 could have a significant impact on what you keep. ❓👇🏼Ask your questions using the link below: 👇🏼❓ https://whatschoolshouldhave.com.au/askanyquestion [https://whatschoolshouldhave.com.au/askanyquestion] Get in touch with Jeremy and his team: Website: https://www.praediumpartners.com.au/ [https://www.praediumpartners.com.au/] Disclaimer: This podcast offers general financial information and advice and should not be considered as professional accounting, financial, tax, or legal advice. Listeners should seek personalised guidance from qualified professionals before making any financial decisions. The opinions expressed by the host, guests, or callers are their own and do not necessarily represent those of the podcast, its sponsors, or affiliates. The podcast does not guarantee the accuracy or reliability of any information provided. Listeners are responsible for their own financial decisions and should not rely solely on information from this podcast. Participation in the podcast does not establish a professional relationship, and information shared during calls is not confidential. By listening to this podcast, viewers acknowledge and accept these terms. If you do not agree, please refrain from listening. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.
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