Charlie Viola

speaker

337 appearances 1 recordings 1 series first heard Jun 2026 last heard 1 Jun

Charlie Viola’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Equity Mates Investing Podcast · Beyond the Budget: How Charlie Viola is approaching building wealth | Ask an Adviser · 1 Jun 2026 podcast

The bit that's going to change your life is making some weird decision to stop as a result of that extra 2% or 3% tax rate.

The real wealth creation is by virtue of the asset values going up over time and buying good quality assets.

That's a significant overreaction from some of the investment community.

I don't know if it's exposed weak spots per se, but they're certainly parts of the structures that we use, especially that we use for most of our clients that are probably a little bit under attack, I guess.

So structuring and tax structuring in Australia has always been pretty simple.

We've

We've got four simple tax buckets that we can use for investment purposes, super, trust, company, and individual.

And virtually all of our clients over a really long period of time have had this really simple structure that we get as much money as we can into super, and we're always mindful of the issues around preservation and accessing the capital.

But it's always going to be the most concessionally taxed environment.

And even with DIV 296 changes and the various kind of regulatory stuff that's gone on over the last...

400 years on super, it's always going to be the most tax effective, right?

So that doesn't change.

But most of our clients have got more money than they can shove into super.

So we've used trusts and beneficiary companies to do that.

That's probably been under attack.

And we can see that the treasurer and the federal government have tried to remove a bunch of the tax concessions that go with trusts.

Probably contrary to popular belief, we're probably okay with lots of it.

just not the double taxation.

So what the Treasury came out with was to say that there needs to be a minimum tax payable on distributed income of 30%.

What we say to most clients is 30% of your non-super money from a tax point of view is about as good as it's going to get anyway.

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