Weekend Edition: Geoff Wilson on Taxing the future

Friday 3rd July 2026

Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.

The government’s newly minted capital gains tax (CGT) rules threaten to hold back productive investment. That’s the view of veteran fund manager Geoff Wilson, founder of Wilson Asset Management, who says the changes for equities and businesses will ultimately restrict job creation and limit wealth generation for younger Australians. While Geoff has no problem with shifting tax incentives away from established property, he warns that clipping the wings of risk-taking investors will stall the country's broader productivity. Are the government's minimum tax requirements fundamentally flawed, or are they a necessary step to level the playing field? Also, how deeply is social media shifting retail investment decisions, and have global AI valuations run dangerously ahead of reality? Tune in to hear one of Australia's most outspoken market experts deliver his unvarnished take on where local wealth is headed.

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