“Our fourth fund we're opening now which is focused on this dual use defense national security thesis. It structures an opportunity zone fund which if you have capital gains you can invest, you can essentially defer and eliminate all the taxes associated with that investment up to 30 years.”

“That's where you generally want your high growth potential, but tax efficient. So maybe if you own any stock index funds, things of that nature to benefit from the long-term capital gains. Tax deferred accounts, that's usually less tax efficient, but maybe lower return potential”

“Structures such as private ancillary funds can be worth exploring... they get their own tax regime... a large charitable donation can be particularly useful in a year where you've realised a substantial capital gains event”

“When it comes to things like… tracking capital gains tax and tax liabilities, you have ShareSite, you have Novexa… can be really helpful”

“Our reforms to negative gearing and capital gains tax will help support 75,000 more Australians into the housing market as owner occupiers”