Send us Fan Mail

Tax havens, private credit and super access

More Australians are starting to think seriously about tax, residency and where their money is actually being invested.

In this episode of The Winner’s Playbook, Josh and Billy unpack tax havens, special visas and why some Australians are looking at countries like Singapore, Dubai, Hong Kong, New Zealand, Italy, Greece and Portugal.

They also discuss private credit, how it works, why it has become a growing investment asset class, and what investors need to understand after the collapse of a major property developer.

Josh and Billy then break down the latest proposed trust changes, including fixed distributions, bucket companies, franking credits and why good accounting advice is becoming even more important.

To close out, they discuss One Nation’s proposal around early access to super, what it could mean for everyday Australians, and why financial literacy may be a bigger long-term solution than another complicated policy.

If you’re interested in tax strategy, investing, trusts, super or how policy changes could affect your financial future, this episode gives you plenty to think about.

⏱️ Timestamps:

00:00 Intro
01:23 Tax havens and special visas
04:36 Singapore, Dubai, Hong Kong and low-tax countries
12:15 New Zealand and no capital gains tax
15:03 Private credit and the Bathla Group collapse
27:13 Proposed trust changes
34:42 One Nation’s early super access proposal
37:38 What early access could mean long term

Hit follow, leave a review, and share this episode with someone who wants to better understand tax, investing, super and the changing rules around wealth.

----

Want to find an Adviser that suits your financial needs:
https://www.linkwealth.com.au/

Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link

Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp

Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified

Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide

----

General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.