The Australian Federal Budget – What It Means for Aussies at Home and Abroad In this episode, co-hosts Jarrad Brown, Senior Financial Planner for Australian expats based in Singapore, Joel Kerin and Will Cant, Senior Advisers with Ally Wealth Management, to unpack one of the most significant tax reform budgets we've seen in a generation. This Federal Budget fundamentally changes how wealth is taxed in Australia, particularly for investors, business owners, and high-income earners. Our hosts share their expert insights on what's changing, what it means for your strategy, and how Australians at home and abroad can position themselves for what's coming. In this episode, we cover: An overview of the Budget and the government's intent to rebalance the tax system between workers and investorsThe major shake-up to Capital Gains Tax (CGT) – including the removal of the 50% CGT discount, the introduction of inflation indexation, and a new 30% minimum tax on capital gains from 1 July 2027Sweeping changes to negative gearing, including grandfathering of existing arrangements, restrictions to newly built properties only, and how losses can (and can't) be offset for established propertiesThe new 30% minimum tax on discretionary trusts proposed to come into effect from 1 July 2028, and what this means for family trust structuresWhy superannuation has been left largely untouched, and why it may become an even more attractive long-term wealth vehicleForward-looking strategies that Australian investors, business owners, and expats should be considering now to stay ahead of the changesWhether you're living in Australia, building wealth as an expat overseas, or planning your return home, this episode delivers the clarity, context, and practical takeaways you need to navigate the new landscape with confidence. Connect with Us: Website: https://moneysideup.com.auFacebook: https://www.facebook.com/moneysideupLinkedIn: https://www.linkedin.com/company/moneysideupYouTube: https://www.youtube.com/@MoneySideUpPodcastSubscribe & Listen: Available on all major podcast platforms: Spotify, Apple Podcasts, and more.Feedback & Questions: We'd love to hear from you! Whether you have a question for us, or just want to drop us a note - reach out at info@moneysideup.com.auDisclaimer: The content of this podcast is for informational and entertainment purposes only and should not be considered as financial advice. Always seek professional advice from a licensed financial adviser or tax agent for your personal financial matters.Support Us: If you enjoyed this episode, please leave us a 5-star rating and review on your preferred podcast platform. It really helps us reach more Aussies around the world!Upcoming Episode: Don’t miss our next episode where we're interviewing an excellent guest, and covering the latest need to know personal finance information for Australians at home and abroad. Stay tuned!
