The budget hits all investors, how you can leverage into shares & is Bitcoin back?
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What are the winners and losers of the Federal Budget?
Everything you're about to hear is for education and entertainment purposes only.
How are negative gearing and capital gains tax changing?
Whilst we are licensed, we're not aware of your personal financial circumstances. Any advice is general advice. Equitymates operates under Australian Financial Services License 540697. Today's episode is brought to you by Centuria. Many of the world's wealthiest investors include commercial property in their portfolios. If you'd like to join them but don't know where to start, consider investing with experienced ASX-listed property fund manager, Centuria Capital.
What does the budget mean for investors and startups?
Centuria gives you access to attractive commercial property investment opportunities that go beyond traditional sectors without needing large amounts of upfront capital or taking on the work of managing tenants and properties. Offering a choice of unlisted property funds, listed property funds and real estate debt funds, it's easy for you to find an investment that matches your individual goals and risk appetite. Visit invest.centuria.com.au slash equitymates to learn more. Today's episode is brought to you by Vanta. No, it's not your imagination. Risk and regulation are ramping up and customers now expect proof of security just to do business. That's why Vanta is a game changer. Vanta automates your compliance process and brings compliance, risk and customer trust together on one AI-powered platform.
How is the community portfolio performing against benchmarks?
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Should Catapult be sold from the community portfolio?
That's not just faster compliance, it's more time for growth. Our listeners can claim a special offer of $1,000 off Vanta at vanta.com slash equitymates. The Australian budget just dropped and the two biggest sacred cows in Australian investing just got touched. We're going to have a look at what has changed, what has not and how it impacts your portfolio. Welcome to Equity Mates, a show where we explore what's possible in the world of investing. If you've joined us for the first time, a huge welcome to our community. My name is Bryce, and as always, I'm joined by my equity buddy, Ren. How are you?
What is the case for adding Bitcoin to the portfolio?
I'm very good, Bryce. I'm laughing at two biggest sacred cows got touched. I'm not sure that's quite the phrase. It's quite visceral, isn't it? But, you know, there's certain times of year where finance creators become celebrities. Budget is like our Christmas, I guess.
What is gearing and how can it be leveraged in investing?
A lot of chat around this year's budget. So we're going to break it down. But that's not all we're doing in this episode. We are reviewing the community portfolio. We're doing an investment committee meeting. We're talking about some stocks we might want to sell. And we're getting an alternative asset class pitched in the portfolio. And then we're going to close it out with a 101. almost a one-on-one, on gearing or leverage in the stock market.
What are the risks and rewards of using geared ETFs?
How timely. Which might be particularly relevant given what happened in the budget. All right, before we get into it, a reminder that tickets to Australia's largest finance festival, FinFest, are going live next week. So you need to get on the wait list to get early bird access. FinFest is designed to show that investing isn't boring and that it is for everyone. We're going to have five stages with some of the best speakers in Australia, food trucks, bars. It's going to be a lot of fun. And if you're looking at your investments in your portfolio and thinking about how do things change with these budget changes, FinFest is a great place to learn about all the other options outside of property. So sign up.
There'll be a link in the show notes or the description below. Tickets go live next week. Don't miss out. FinFest is proudly sponsored by BetaShares.
All right, let's get into it.
So we're only going to talk about the budget in this new section, Ren. It was dropped on my 35th birthday. We came back from the restaurant and I turned the TV on, which didn't go down too well with Harriet. She wasn't too stoked that we were watching the budget.
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Chapters
8 chapters
1
What are the winners and losers of the Federal Budget?
0:00–0:04
2
How are negative gearing and capital gains tax changing?
0:04–0:30
3
What does the budget mean for investors and startups?
0:30–1:19
4
How is the community portfolio performing against benchmarks?
1:19–1:35
5
Should Catapult be sold from the community portfolio?
1:35–2:08
6
What is the case for adding Bitcoin to the portfolio?
2:08–2:25
7
What is gearing and how can it be leveraged in investing?
2:25–2:50
8
What are the risks and rewards of using geared ETFs?
2:50–49:02
Speakers
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