Four investments to counter the CGT wrecking ball

Source: Australian Financial Review
Author: Andrew Hobbs
Date: 19 June 2026

Early platform data reveals a distinct shift toward income-producing assets as investors pivot to protect their portfolios from the coming 30 per cent rule.

The crystal-clear tax rule that informed investment portfolios for a generation was smashed on May 12, creating significant implications for anyone considering what they should invest in outside of superannuation.

When an investor buys an asset, they’re chasing two possible outcomes: either growth in capital value, meaning someone will want to buy it later at a higher price, or income.

Articles (including white papers and audio or video content) and FAQs on this website have been prepared by Zagga Investments Pty Limited (AFSL 492354) ACN 615 154 786 (Zagga) for general information only. They do not take into account your objectives, financial situation or needs, and are not a substitute for accounting, tax or other professional advice. Nothing in these articles or FAQs is an offer or solicitation to buy or sell a financial product, nor a recommendation to enter into or refrain from any transaction.

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All portfolio numbers quoted correct as at 30 June 2026.

*Average investor return across the active portfolio as at 30 June 2026.

**Target return is after expenses and any applicable management fees for the year ended 30 June 2027. OCR = Australian Reserve Bank Official Cash Rate.

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