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Is the government about to change capital gains tax, superannuation rules, and how trusts are taxed? In this episode of The Purposeful Investor, Capital Partners founder David Andrew and co-host Aden Wilkins unpack everything you need to know about Australia's proposed tax reforms and what they could mean for your wealth. Whether you invest in property, hold assets in a trust, or have money in super, understanding how the four main investment structures in Australia are taxed is one of the most important decisions you can make. As David explains, getting it wrong could cost you thousands of dollars over your lifetime.

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Follow David Andrew:
LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/
Capital Partners: https://capital-partners.com.au/team-members/david-andrew/

Follow Aden Wilkins:
LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/
Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/

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Instagram: https://www.instagram.com/capitalpartnersprivatewealth/ 

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Chapters:
(0:00) Introduction & Episode Preview
(1:00) Welcome to The Purposeful Investor
(2:00) Win of the Week
(4:00) Tax Reform: The Big Picture & Henry Tax Review
(7:30) Capital Gains Tax Discount Explained
(8:30) History of CGT Before the 2006 Howard-Costello Reforms
(11:00) Government Spending, Demographics & the Tax Challenge
(16:00) The 4 Investment Structures in Australia
(19:30) Superannuation Deep Dive: Accumulation, Retirement & Division 296
(22:00) Trusts Explained: Asset Protection & Tax Planning
(26:00) Companies as Long-Term Wealth Structures
(30:30) What Tax Changes Are Coming? GST, Bracket Creep & Trusts

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Recorded and produced by

The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

We draw on over 30 years of experience from David Andrew and the Capital Partners team.

For more information on Capital Partners' award winning team, visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. 

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.