Bree Rollo, director at Tend Home Loans, shares her 24-year journey in mortgage broking, emphasizing advice-driven service and client relationships.
Rollo started as a receptionist and worked her way up, launching Tend Home Loans in 2022 to focus on client experience.
Joseph Daoud, founder of It'sSimple.com.au, launched the '#StopTheAmbitionTax' campaign to protest proposed CGT changes, arguing they unfairly impact small business owners and investors.
The campaign uses digital billboards in Canberra and encourages Australians to share their stories using the hashtag #StopTheAmbitionTax.
Bree Rollo's career path illustrates the importance of building a strong foundation in the mortgage industry, starting with understanding lending and credit. Her experience highlights the shift towards brokers providing advice and long-term financial planning, not just finding the lowest rate.
The '#StopTheAmbitionTax' campaign addresses concerns about proposed changes to Capital Gains Tax (CGT) in Australia. These changes, set to take effect from 1 July 2027, replace the 50% CGT discount with cost base indexation and a 30% minimum tax rate on capital gains. Joseph Daoud argues this will negatively affect those who are working hard and taking risks to build financial security.
The campaign encourages public engagement by inviting individuals to share their stories on social media, which are then displayed on billboards in Canberra, targeting politicians during parliamentary sessions. This approach aims to put real-world impacts of the proposed tax changes in front of decision-makers.
Q: What is Bree Rollo's advice for aspiring mortgage brokers?
Focus on building strong technical foundations and communication skills. Start in a broker assistant role to learn the fundamentals.
Q: What is the '#StopTheAmbitionTax' campaign about?
It is a campaign against proposed Capital Gains Tax changes in Australia, arguing they unfairly impact small business owners and investors.
Readers should understand the value of experience and client relationships in the mortgage industry, as highlighted by Bree Rollo's career. They should also be aware of proposed Capital Gains Tax changes and their potential impact on investments and small businesses. The '#StopTheAmbitionTax' campaign encourages engagement and highlights the importance of voicing concerns about policy changes.
Do you think the proposed Capital Gains Tax changes will affect ambition and investment? Share your thoughts using #StopTheAmbitionTax.
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