Navarre Trousselot

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492 appearances 1 recordings 1 series first heard Jun 2026 last heard 10 Jun

Navarre Trousselot’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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Australian Finance Podcast · ETF tax traps, CGT and cost base adjustments with Navarre Trousselot · 10 Jun 2026 podcast

And then the third use case, which we've been getting a lot of questions about, is rebalancing.

So one of our customers has an SMSF.

He's got particular weighting bands that he has to stay inside.

And at the moment in the VEXA, we show you the weightings, but we don't really show you what you need to do to kind of fix those if it starts drifting.

So in this, you'll be able to click new scenario and it gives you those three options, essentially, where you can add hypothetical trades, can calculate to your target, or you can raise cash.

Now, if I go back to three I prepared earlier, this particular scenario, we wanted 10K out of the portfolio.

And so you can see using a min CGT strategy, which is what I set as the user,

It has figured out that selling this Tesla position will get us about, you know, $9,600 net cash, which is close to our 10K target.

And then under it will show you what the realized capital gain is, what the accessible gain is.

So that's after the current 50% discount supplied.

Yep.

And then it will tack it onto your actual realized CGT for the year.

So if we've already made sell trades.

It'll add this amount on.

So immediately before doing this trade now, we can say, okay, well, if we do that, we'll get our 10K.

I'm roughly going to have to file a $3,000 gain, so about a K in tax.

Now I know.

And maybe I'll decide, no, I don't need it that badly.

The 10K was for a holiday or something.

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