Beyond the Budget: How Charlie Viola is approaching building wealth | Ask an Adviser

The federal budget has investors asking whether the old wealth-building playbook still works. Charlie Viola joins Bryce and Ren to unpack what proposed tax changes mean for trusts, super, property, private credit and portfolio construction and why the fundamentals still matter more than the tax noise. In this episode: 00:00 — Why tax changes shouldn’t derail good investing 00:55 — Budget changes and the pressure on family trusts 05:14 — Capital gains tax: overreaction or real risk? 09:01 — How accumulators should think about structures 15:31 — Has the case for investment property changed? 17:22 — Property, leverage and negative gearing 19:23 — Global equities, AI and portfolio positioning 23:14 — Why Australian equities look less compelling 25:01 — Private credit and understanding the risks 28:14 — Infrastructure’s role in portfolios 32:49 — Charlie’s key actions for investors this year If you would like to speak to Charlie or any of his team head to equitymates.com/advice and we will put you in touch. Stocks & ETFs mentioned: Commonwealth Bank of Australia (ASX: CBA), BHP Group (ASX: BHP), ANZ Group (ASX: ANZ), Telstra Group (ASX: TLS), Woolworths Group (ASX: WOW), CSL (ASX: CSL), Cochlear (ASX: COH), Brambles (ASX: BXB), Macquarie Group (ASX: MQG), Hamilton Lane (NASDAQ: HLNE), KKR & Co (NYSE: KKR), Qualitas (ASX: QAL). ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points Listen to the podcast (Apple | Spotify) Watch on YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.