Q&A - Structuring for smarter retirement: capital losses, property fatigue & the upgrade dilemma
In this strategy-heavy Q&A episode, Stuart tackles sophisticated portfolio questions from high-income earners and mid-life investors recalibrating their next move. A key theme is structure when (and whether) to introduce a family trust, how to think about carried-forward capital losses, and whether tax optimisation today outweighs flexibility tomorrow.For one couple with substantial capital loss carry-forwards, the discussion explores whether to deliberately realise gains to “use them up” or stay focused on optimal long-term asset allocation. Stuart also weighs in on when advice and trust…
The skinny
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