The Boomer investment strategy that beats the new CGT

by · Australian Financial Review

Andrew HobbsWealth reporter
Sep 24, 2026 – 5.00am

The looming changes to capital gains tax are forcing investors to ask whether it’s better to ditch growth assets in favour of high-yielding assets on the assumption that they will pay less tax on the profits they make.

Data from online investment site Investment Markets supports this: about 40 per cent of new inflows are going to yield-based investments, up from the longer-term average of about 25 per cent.

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Andrew HobbsWealth reporterAndrew Hobbs covers self-managed superannuation funds (SMSFs), financial planning, retirement, inheritance, tax, personal finance and, sometimes, the Perth Bears. He has been a financial journalist for 30 years, previously at Bloomberg and AAP.

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