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Playing NG Reform (the scene (What is Labor's policy (box), Polling…
Playing NG Reform
the scene
What is Labor's policy
box
Polling and Labor not backing down
absence of any modelling
Who is DB?
Success story - the accountant that got it wrong
How to play it:
increase value
reno's - add bedrooms
increase rent
new builds / splits
tax and financial check
List of Recommendations
Do modelling or set up data lab
implement immediately
Mac-P roadmap and wind down
Education incentive - for mum and Dad NG investors
Now is perfect time
Cost of Carry
Should investors support the move
if it coincided with regulatory certainty
Modelling Impact
Modelling Appendix