Building Wealth and Reducing Tax in Today’s Post-Budget Environment | Webinar Replay
In this Hotspotting webinar replay, Tim Graham is joined by Sam Wakefield and Josh Wingrove from Pursue Wealth to unpack what the recent Federal Budget means for property investors, wealth builders, business owners and those planning for retirement.
With major proposed changes around negative gearing, capital gains tax, investment structures and SMSF borrowing, many investors are now asking the same question:
How do you continue building wealth in a smart, tax-effective way in this new environment?
In this practical discussion, Sam and Josh cut through the headlines and explain what investors need to understand before making their next move.
In this webinar, we cover:
The key Federal Budget changes affecting investors and wealth builders
What the proposed negative gearing changes mean for property investors
How capital gains tax changes may affect long-term investment strategies
Why tax should be a consequence of good strategy — not the strategy itself
The importance of cash flow, asset quality and long-term planning
What the SMSF borrowing changes mean for residential property investors
Why diversification may become more important in the post-budget environment
Alternative tax-effective strategies, including shares, ETFs, debt recycling, superannuation and investment bonds
The importance of getting the right advice across financial planning, lending, tax and accounting
The discussion also touches on the recent merger between Optalife Wealth and Pursue Wealth, and what this means for clients who want a more coordinated approach across financial planning, mortgage broking, accounting and tax.
Whether you are actively building your portfolio, reviewing your investment structures, considering an SMSF strategy, or simply trying to understand how the Budget may affect your financial future, this replay provides practical insights to help you move forward with greater clarity.
Hosted by:
Tim Graham, Managing Director of Hotspotting
Guests:
Sam Wakefield, Pursue Wealth
Josh Wingrove, Pursue Wealth
To learn more about Hotspotting and access independent property research, market insights and investor tools, visit:
www.hotspotting.com.au
To learn more about Pursue Wealth or book a conversation with the team, visit:
https://pursuewealth.com.au/contact/#book
Disclaimer:
This webinar is general information only and does not constitute personal financial, tax, legal or investment advice. Everyone’s circumstances are different, and you should seek advice from qualified professionals before making any financial or investment decisions.
