defensive assets

Education, MacroTrends

Australia’s Lazy Investment Strategy Is Finally Dead

The 50% CGT discount is gone. For 27 years, Australian investors built portfolios around a tax concession, not a strategy. Now that the crutch has been removed, every holding — property, banks, ETFs — has to earn its keep on merit. Here’s what broke, why it matters, and how we’re repositioning with structured alternatives that actually work under the new rules.

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