share & ETF investors: what the tax changes mean for you

share & ETF investors: what the tax changes mean for you

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


The budget dropped CGT changes that spooked investors everywhere, but is the panic justified? Glen sits down with Cameron Gleeson (Betashares Head of Investment Strategy) and Vince Scully (lLife Sherpa Invest / this is investing) to cut through the noise. At the time of recording - 22 May 2026, these changes have not been passed into law. They talk about:


👉🏼 their views on the policy change

👉🏽 implications for growth investors

👉🏾 does this change your investing strategy moving forward?

👉🏿 ETFs vs managed funds in this environment

👉🏻 are investment bonds an attractive structure to consider?

👉🏽 impact to tax tracking during the transition

👉 what Cameron is excited about in the equity markets right now

👉🏼 should I keep money in offset or invest?


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Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

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