How to Invest for Maximum Profit [#269]
💰 How can investors maximise returns after Australia’s biggest tax shake-up in decades?
Australia’s tax reforms are set to reshape investing from July 1, 2027, with major changes to negative gearing, capital gains tax and discretionary trusts.
In this episode of Friends With Money, Vanessa Walker speaks with Nicola Field about what the reforms mean for investors and which strategies could become more attractive in the years ahead. They discuss ETFs, income-focused investments, investment bonds, superannuation, and practical steps investors can take before the changes come into effect.
You’ll also hear tailored ideas for Gen Z, Millennials, Gen X and Baby Boomers, along with expert insights on how to maximise after-tax returns in a changing investment landscape.
🎙️ Featuring: Nicola Field, finance writer
#Investing #TaxReform #ETFs #Superannuation #PropertyInvestment #MoneyMagazine #FriendsWithMoney
⏱️ Timestamps:
00:00 – Why the government is reforming Australia’s tax system
01:07 – Helping first-home buyers and taxing wealth more fairly
02:28 – Key tax changes that have passed
03:45 – What the reforms mean for shares, ETFs and managed funds
04:12 – Income investments that may benefit under the new rules
05:00 – Why investment bonds are back in focus
05:34 – Are ETFs more tax-effective than individual shares?
07:09 – What investors should do before July 2027
08:43 – Investment strategies for Gen Z
09:29 – Why ETFs suit millennials
09:57 – Opportunities for Gen X investors
10:38 – The best options for baby boomers
10:53 – Is superannuation still Australia’s best investment?
12:01 – Money magazine’s guide to investing for maximum profit
🇦🇺 Friends With Money is produced on the land of the Gadigal people of the Eora Nation. We acknowledge Traditional Custodians of Country throughout Australia and pay our respects to Elders past and present.
Podcast Links:
Listen on Apple Podcasts: https://apple.co/3mV0Cbr
Listen on Spotify: https://spoti.fi/3fSPI2h
Website: https://moneymag.com.au
Email: podcast@moneymag.com.au
Get stories like this in our newsletter: bit.ly/3GDirbR
