Liam Shorte

speaker

320 appearances 2 recordings 1 series first heard May 2026 last heard 7 Jul

Liam Shorte’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment

The Money Puzzle · Budget fallout: Before you do anything, do this · 21 May 2026 podcast

And this is one of the real weird things about this because they said this CGT move was to try and encourage people to get out of property so that young people could get in.

But most young people are using those other assets to build up their deposits.

And now they're going to get hit.

Yeah, so going forward, traditionally people, if they were investing for the longer term, would go for the growth because they knew they were getting the 50% CGT discount.

Now I've got a feeling people are going to start aiming more towards the income side of things, especially if they're negative gearing, so that they'll want to offset those gearing costs with as much income as possible.

So the assets that are going to look attractive are

dividend-orientated shares with franking credits, international shares that pay decent income, commercial property.

And then on the flip side, there may be some assets like gold, which will come out as maybe a winner long-term because traditionally it was used as a hedge against inflation.

I know the last few years it's run well ahead, but traditionally it was there to safeguard it during times of high inflation, gold would tend to go up as well.

So under these new rules with the indexation,

with your cost-based index with inflation.

If there is high inflation, then gold will do all right out of that because there's no income coming from it.

And any growth should be covered by the inflation indexation.

A lot of younger people do.

So they're trying to build portfolios that are using a little bit of leverage.

You'll find a lot of people now have moved away from that because of the fear of margin calls.

They're using internally leveraged ETFs, like the GEAR ETF.

A lot of people now, what you will find instead of borrowing against their home to buy an investment property, may start looking at borrowing against their home to do shares, ETFs, and investments like that because it's the lowest form of borrowing they can get.

I think a margin loan, you're probably talking about

8.59%, whereas you can borrow against your home loan at 5.5%, 6%.

Showing 181–200 of 320 · page 10 of 16