Episode
#68 From election fears to fiscal discipline: What Budget 2026 means for your portfolio.
- Published
- Feb 26, 2026
- Duration seconds
- 1119
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Summary
The National Treasury delivered expenditure discipline, no new bailouts, and a third consecutive primary surplus. Jaco van Tonder discusses the expanded tax-free savings, retirement deductibility, CGT exclusions, and offshore allowances that create planning opportunities advisers should not ignore. Malcolm Charles explores how reduced weekly bond issuance, a rally in long-dated yields, and improving debt dynamics are reshaping the fixed-income opportunity set. Hosted on Acast. See acast.com/privacy for more information.