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Proposed CGT shake-up & de facto relationship pension trap explained
In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth deliver critical updates on tax changes and relationship traps that could cost you thousands.
After quick summer highlights and the CBA share price update (plenty of AI-driven outperformers despite volatility), they dive into the Boomer Briefing's two massive topics:
PROPOSED CGT CHANGES - New proposals threatening the capital gains tax discount could dramatically affect retirement planning and asset sales. Drew and James break down what's being proposed, who's pushing for it, which assets are targeted, and what retirees should do RIGHT NOW before potential changes take effect. Should you accelerate asset sales? Change your portfolio strategy? This is urgent information every retiree needs.
INTEREST RATES & INVESTMENT MARKET IMPACT - What's happening with rates and how it's reshaping portfolio strategies heading into 2026.
Then comes the de facto relationship pension trap:
"Not Your Average Listener" asks: "I'm 64M on Disability Support Pension with limited assets. My partner (57F) is working full-time with investment properties and shares - doing much better financially than me. We're looking to move in together soon, but I'm concerned about what this will do to my pension. Can you demystify this for me?"
Plus: Savvy Stay-at-Home Mum's credit card hack - Using interest-free periods with a redraw account to save $10K/year on a $200K mortgage. Does it actually work over 10 years?
If you like this Australian Retirement Podcast episode on CGT changes and pension relationship traps, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Resources for this episode
Ask a question (select the Retirement podcast)
Visit TermPlus to learn more
Rask Resources
All services
Financial Planning
Invest with us
Access Show Notes
Ask a question
We love feedback!
Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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By RaskIn this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth deliver critical updates on tax changes and relationship traps that could cost you thousands.
After quick summer highlights and the CBA share price update (plenty of AI-driven outperformers despite volatility), they dive into the Boomer Briefing's two massive topics:
PROPOSED CGT CHANGES - New proposals threatening the capital gains tax discount could dramatically affect retirement planning and asset sales. Drew and James break down what's being proposed, who's pushing for it, which assets are targeted, and what retirees should do RIGHT NOW before potential changes take effect. Should you accelerate asset sales? Change your portfolio strategy? This is urgent information every retiree needs.
INTEREST RATES & INVESTMENT MARKET IMPACT - What's happening with rates and how it's reshaping portfolio strategies heading into 2026.
Then comes the de facto relationship pension trap:
"Not Your Average Listener" asks: "I'm 64M on Disability Support Pension with limited assets. My partner (57F) is working full-time with investment properties and shares - doing much better financially than me. We're looking to move in together soon, but I'm concerned about what this will do to my pension. Can you demystify this for me?"
Plus: Savvy Stay-at-Home Mum's credit card hack - Using interest-free periods with a redraw account to save $10K/year on a $200K mortgage. Does it actually work over 10 years?
If you like this Australian Retirement Podcast episode on CGT changes and pension relationship traps, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Resources for this episode
Ask a question (select the Retirement podcast)
Visit TermPlus to learn more
Rask Resources
All services
Financial Planning
Invest with us
Access Show Notes
Ask a question
We love feedback!
Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices