ABL partner Rebecca Zwier featured at the AFR Super & Wealth Summit, joining a panel session, ‘The capital gains reset’, hosted by AFR Wealth Editor Joanna Mather.
The discussion explored the implications of recently announced changes to the capital gains tax (CGT) discount, including the transition to cost base indexation and a 30 per cent minimum tax rate from 1 July 2027.
The panel also examined the key considerations for wealth managers during the transition period, from asset valuations and investment allocation strategies to the longer-term implications for property, equities and collectibles.
The panel members included:
- Rebecca Zwier - Partner, Arnold Bloch Leibler
- John Bongiorno - Group Sales Director, Marshall White Group
- Michael Fox - Principal, Michael Fox Arts Accountant & Valuer
- Chris Brycki - Founder & CEO, Stockspot
- Joanna Mather - Editor; Wealth, Work, Wellness, The Australian Financial Review
Australia’s $4.1 trillion superannuation sector is embarking on its most significant evolution in three decades. The Financial Review Super and Wealth Summit presented the nation’s most influential investment leaders, wealth managers, and strategists as they chart a course through a dynamic new era of wealth.
