I too believe that NBN will be seriously impacted by 5G spectrum if they do not roll out a gigabit/s speed offer to compete, or TLS may be coerced into throttling 5G speeds in order to not impede greatly on current NBN offering. 2020 is a realistic time frame for 5G rollout and significant time for NBN to improve its network speed/offer.
But I don't think anyone can argue that 5G will certainly help bottom line profits especially once autonomous driving starts to kick in and with TLS current partnerships with various automobile manufacturers.
5G is coming Bye Bye the Gillard NBN Scam ;), page-6
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