Julie Bullen

speaker

295 appearances 1 recordings 1 series first heard May 2026 last heard 25 May

Julie Bullen’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 May 2026 with 1.

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Equity Mates Investing Podcast · After the Budget: What Investors Should Do Next with Julie Bullen | Ask An Adviser · 25 May 2026 podcast

People definitely feel that these things are going to affect them more broadly than they do.

We've definitely had a lot of people calling up before signing advice documents to be like, oh, but what about this?

Or I'm not going to be able to do this because I'm going to have to pay tax.

And it's like, well...

especially for our members, we work with accumulators, you know, everyone's kind of 20 to 45 years old.

There's no intention to sell these assets for a really long time.

Capital gain only gets charged when you sell them.

And as I said earlier, the only people paying capital gains are those people who made money.

The idea of property is definitely going to take a shift.

For some people, their ability to buy the property may have disappeared or the timeline may have been pushed out slightly.

As I alluded to earlier, my borrowing capacity has decreased because of the negative gearing.

It hasn't changed my view on wanting to buy property, but it has changed the landscape slightly, which for some people will lead them to go, well, where else can I put my money if I can't do it in property?

You've mentioned either investment bonds or education bonds.

This is a really good option for someone who's on the highest marginal tax rate.

But if you're not, it's still got a 30% tax.

So again, it's just kind of leveling the playing field for 30% is basically the base tax that anyone's going to pay.

In terms of sort of asset structure, for anyone who's an accumulator, which again, our target audience base, I'd still challenge you and say the reason that you're putting it in is because you're trying to make money.

So some people will be taking a shift and more of a focus on

income generating, high yield assets rather than on the growth shares that we would normally focus on, which might make you feel that you're not impacted by this specific change.

But if you're earning over $45,000, then you're going to get taxed at the same anyway.

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