In this episode, MA Financial’s Group Vice Chairman Andrew Pridham AO is joined by Viola Private Wealth Executive Chair and Founding Partner Charlie Viola, and Good Housing incoming CEO Kristy Simmonds. They discuss today’s investment landscape as well as an increasingly important part of Australia’s social infrastructure – Specialist Disability Accommodation (SDA). 

Charlie shares his views on global growth, portfolio construction and the recent Australian Federal Budget, including how high-net-worth investors are positioning themselves in response to proposed tax and wealth structuring changes. He also explains why he believes investors should continue to invest through the cycle and remain focused on long-term opportunities, while discussing the growing role of private market assets in diversified portfolios. 

The conversation then turns to Specialist Disability Accommodation (SDA), an increasingly important social infrastructure and alternative real estate asset class, with Kristy Simmonds joining Charlie to explore how private capital, government support and specialist operators are partnering to help address a critical housing need, delivering both meaningful social outcomes and attractive investment returns. 

As a Non-Executive Director of Autism Awareness Australia, Charlie also shares his personal connection to the sector and reflects on the importance of providing appropriate housing and support for people living with severe and permanent disabilities. 

Highlights

3:40 – Charlie Viola’s outlook on global growth 

4:20 – Charlie Viola: “The only way you’ll ever get wealthy is by continuing to invest”  

4:40 – Andrew Pridham: “I never make decisions based on tax” 

5:10 – How high-net-worth investors are responding to proposed Federal Budget changes 

7:45 – Will advisers start unwinding family trusts? 

13:30 – Charlie Viola’s views on allocating to private market assets 

15:15 – Charlie Viola: “We’re a stay rich business, we’re not a get rich business.” 

17:45 – What is Specialist Disability Accommodation (SDA)? 

18:30 – The housing challenge SDA is designed to solve 

19:40 – Kristy Simmonds: “People regardless of whether they have a disability or not want to choose where they live” 

21:00 – Why institutional-quality capital is needed to meet growing SDA demand 

22:20 – How Good Housing was founded 

24:00 – Kristy Simmonds: “It does take true partnership”  

25:35 – Why some SDA housing is being built in the wrong locations  

26:30 – What makes Good Housing different?  

28:20 – Regulatory risk: Why government has an incentive to support SDA 

29:40 – Charlie Viola on the bipartisan support underpinning SDA 

36:00 – Why location matters in SDA

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