Episode
After the Budget: What Investors Should Do Next with Julie Bullen | Ask An Adviser
- Published
- May 25, 2026
- Duration seconds
- 2203
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Summary
The federal budget has sparked plenty of investor anxiety, from negative gearing changes to capital gains tax and trust structures, but according to financial adviser Julie Bullen (Fox & Hare), most Australians shouldn’t be tearing up their strategy. Julie joins Bryce and Ren to unpack what actually matters for everyday investors, when debt recycling is worth it and how to think about property versus shares. If you’d like to speak to Julie or anyone on our advice network head to https://equitymates.com/advice/ In this episode: 00:00 – Why the budget changes aren’t a reason to panic 02:38 – Negative gearing explained and what changes after the budget 07:32 – Should investors rethink property, trusts and growth assets? 12:48 – Lump sum investing vs dollar cost averaging 15:17 – Property vs shares: where would Julie put $1 million? 20:43 – Is debt recycling actually worth it? 23:45 – Superannuation strategy, consolidation and fees 28:23 – Managing money as couples, property structuring and planning for kids ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) We’re particularly excited to share our latest show: Basis Points Listen to the podcast ( Apple | Spotify ) Watch on YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research repo…