Thank you for joining us on Wednesday, 13 May to discuss the latest budget announcements; we hope you found the conversation valuable.

Across the session, our team unpacked some key points including:

• the proposed changes to negative gearing
• the replacement of the 50% capital gains tax discount
• discretionary trust taxation changes
• the outlook for residential and commercial property
• what these reforms could mean for long-term wealth creation strategies

One of the strongest themes from the discussion was this:

The fundamentals of good strategy still matter.

While the rules may have changed, reacting emotionally or making rushed decisions rarely leads to better long-term outcomes. The opportunity now is to review your position carefully and understand how these changes may impact your personal circumstances, investment structures and future plans.

In case you missed it...

If you couldn't make the live session, or if you would like to rewatch the discussion, you can view the recording here.

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The panel

As a reminder, Gareth was joined today by:

• Bodie Simpson, Director - Accounting, Your Future Strategy
• Tanya Hoynes, Financial Advisor, Your Future Strategy
• Trent Cripps, Director - Property Strategy, Sevenfold Property Group
• Nick Selbie, Director - Commercial & Advisory, Sevenfold Property Group

Each of them has significant expertise in how to positively adjust your own strategy and would also welcome questions from you at any time.  

So, what now?

A lot of you may have questions after you’ve had time to process, and think about how the changes apply to your own situation. If something has come to mind since the webinar, simply reach out to us.

Over the coming days, we’ll be preparing a follow-up summary covering some of the most common questions and key discussion points raised after the session, and will send it out to all attendees.

All opinions and statements in this webinar are of a general nature only, and do not take into account your personal circumstances, specific investment objectives, financial situation, or needs, so it is vital that you seek additional advice before acting on anything discussed.

Thank you again for joining us!

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