After the Budget: What Investors Should Do Next with Julie Bullen | Ask An Adviser
5/25/202637 min
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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Clips
Transcript preview
First 90 secondsAlec Renehan· Host0:00
[electronic beep] Everything you're about to hear is for education and entertainment purposes only. Whilst we are licensed, we're not aware of your personal financial circumstances. Any advice is general advice. Equity Mates operates under Australian Financial Services license 540697. [upbeat music] This episode is brought to you by Viola Private Wealth.
Bryce Leske· Host0:18
Viola Private Wealth are specialists in portfolio management for individuals and families who have built meaningful wealth and are seeking expert hands to protect and grow their capital.
Alec Renehan· Host0:27
Viola manages over $2.5 billion for wealthy Australians, and is the go-to destination for guiding clients in asset allocation, security selection, and private market opportunities.
Bryce Leske· Host0:37
Their approach helps clients cut through the complexity of financial markets and make clear, well-structured decisions to grow their wealth.
Alec Renehan· Host0:43
Managing significant wealth should not feel overwhelming. With Viola Private Wealth, you will find guidance that is personal, practical, and results driven. Learn more at violaprivatewealth.com.au. Today's episode is brought to you by Ausbil Investment Management Ltd.
Bryce Leske· Host0:59
Ausbil have been in the game since 1997. That's nearly three decades of navigating Australian and global markets through bull runs, downturns, and everything in between. They're an award-winning fund manager with over $20 billion in assets under management, so safe to say they know a thing or two about investing.
Alec Renehan· Host1:15
Whether you're into Australian equities or wanna cast the net a bit wider with global equities, Ausbil have the expertise and the track record to back it up.
Bryce Leske· Host1:23
To find out more, head to ausbil.com.au, that's A-U-S-B-I-L .com.au.