Budget Shock or Buying Opportunity? | Dawn & Jeremy on Property, Tax Changes and What Happens Next

What happens when the rules of investing suddenly change? In this episode of the Future Proof Property Podcast, Dawn sits down with accountant, strategic advisor, and property investor Jeremy Yanozelli to unpack one of the biggest shake-ups Australian investors have faced in years.

The Federal Budget has triggered major conversations around negative gearing, capital gains tax, discretionary trusts, housing supply, migration, and the future of wealth creation in Australia. But beyond the headlines and fear-driven commentary, what does it actually mean for everyday Australians trying to get ahead?

This episode breaks down the proposed tax reforms, what’s still only draft legislation, and why investors need to avoid making emotional decisions in a noisy market.

Dawn and Jeremy discuss why fundamentals still matter more than tax incentives, why population growth remains one of the biggest drivers of property prices, and how investors can position themselves intelligently in a changing landscape.

This episode explores: Proposed changes to negative gearing

How the new CGT indexation model works

Why new builds may not stack up financially

The risks of buying purely for tax benefits

Why migration still drives property growth

How trusts and company structures could change

The danger of speculative markets

Why first home buyers may have a unique opportunity

The impact of rising rates on different asset types

Why future buyer demand matters more than ever

Building a long-term property strategy in uncertain markets

This is a conversation about strategy. About avoiding panic and noise. And about making smart decisions while everyone else reacts emotionally.

GUEST: Jeremy Yanozelli Accountant, Strategic Advisor & Property Investor

00:00 Budget Fear, Property & Policy Changes 02:06 What The Negative Gearing Changes Actually Mean 05:05 Why Population Growth Still Matters 07:07 Why Investors Should Avoid Knee-Jerk Decisions 09:12 Property Investing After Policy Shifts 12:35 Why New Builds Don’t Automatically Make Sense 15:08 Sophisticated Developers vs Beginner Investors 17:29 Why Future Buyer Demand Matters 20:14 The Real Impact of the New CGT Changes 24:26 Why The System Still Relies on MigratioN 27:30 How Investors Could Be Taxed More Heavily 30:25 Real Examples of Capital Gains Tax Changes 34:22 Why Structures & Companies Matter More Now 39:15 The Asset Types Likely To Perform Best 41:13 Trust Structures, Bucket Companies & Tax Changes 45:10 Why Investors Need To Think Long-Term 47:41 The Biggest Mistakes Investors Could Make 50:31 Why Simplicity Still Wins For Most Investors 53:47 Final Advice For Investors & First Home Buyers