Your retirement plan’s CGT shock (with Adrian Raftery)
About this episode
For a generation, Australian investors were advised to hold their investments until they retired. Then once they entered tax-free retirement, they could largely sidestep CGT tax. This central plank of financial advice is finished: Every retiree will now pay a minimum 30 per cent tax and nobody will escape.
Dr Adrian Raftery, author of '101 ways to save money on your tax - legally' joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
- The shock change to investor retirement benefits
- How the CGT new minimum rate is the sleeper issue for long-term investors
- Examining how tax planning must reflect the wider budget changes
- My shares have gone to zero - can I claim a tax loss?
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