Wealth Adviser – Issue 134
10 April
Please click on the link below to read this months Wealth Adviser Newsletter: https://portal.wealthadviser.com.au/hubfs/Marketing-Business-and-Growth/Wealth-Adviser-Client-Newsletter/Wealth-Adviser-Issue-134.pdf?hsLang=en
EOFY planning: 10 smart tips for small business owners
21 May
With the end of financial year approaching, many small business owners are thinking about tax, profit, cash flow and what the next 12 months might look like. But EOFY should not be treated as a last-minute paperwork scramble. It is one of the best...[Read More]
Gift ideas that bring independence, wellbeing and family together in retirement
21 May
Buying a gift for a parent, relative or loved one who is living independently in retirement can be harder than it sounds. Many older people already have enough “things”. Another candle, hamper, gadget or decorative item may be appreciated, but...[Read More]
Commercial property vs residential property: Understanding the key differences before you invest
21 May
For many Australians, property investment begins with residential property. It feels familiar. Most people understand houses, units, tenants, suburbs, rents and mortgages because they have lived in homes themselves. Commercial property...[Read More]
Why a financial review is one of the most valuable meetings you’ll have each year
21 May
Life rarely stands still—and neither should your financial plan. An annual financial review with your financial planner is not just a box-ticking exercise; it’s a powerful opportunity to reset, refine, and realign your money with the life...[Read More]
Understanding powers of attorney, enduring powers of attorney and advance care directives
21 May
As we move through life, we plan for many things — work, family, retirement and finances. Yet one area that is often overlooked is planning for a time when we may not be able to make decisions for ourselves. This is where documents like a Power...[Read More]
Oliver’s insights – Investment outlook Q&A – oil, bond yields, the Budget and the RBA
20 May
Key points The oil supply shock remains a significant threat to economic growth and shares – particularly with the Strait of Hormuz remaining closed and oil reserves running down. It’s contributing to rising bond yields and putting pressure...[Read More]
Investment markets and key developments – Weekly market update – 15/05/2026
20 May
US share markets hit a new record this week but lost most gains on Friday after the Trump-Xi meeting yielded no major deals and Iran tensions remained unresolved. All sectors posted losses over the week except for energy. Around the globe,...[Read More]
Mixed results from first post-budget auction weekend
20 May
All eyes were on the auction market to see the response to negative gearing and capital gains tax changes in the first weekend after the federal budget. The results were mixed. The volume of homes that went to auction across the capital cities fell...[Read More]
‘No whammy’: businesses hit back at budget tax overhaul
20 May
States and territories are being urged to slash stamp duty for small businesses and families to help them handle the fallout of a contentious overhaul of tax on investments. The federal government has flagged some GST relief for Australians affected...[Read More]
Middle ring could be ‘hollowed out’ by tax overhaul
20 May
Rental supplies in the middle ring of Australian capital cities could be hollowed out by changes to investor tax concessions in the federal budget. Real estate agents expect investor interest in established properties to crater after Tuesday’s...[Read More]
Tax, migration and NDIS in coalition’s economic sights
20 May
Australia’s tax system would be overhauled, welfare restricted to citizens and immigration slashed under a future coalition government. In his first budget reply speech, Angus Taylor has conceded the Liberals and Nationals still have a long road...[Read More]
Budget brawl escalates over rival tax cut proposals
20 May
A row has broken out over the cost of cutting taxes for millions of Australians as Labor and the opposition try to sell rival economic plans to voters. After a week dominated by the state of the nation’s finances, Prime Minister Anthony Albanese...[Read More]
Fuel excise extension weighed as states look to supply
20 May
An extension to Australia’s fuel tax discount is still being weighed up as disruption to global oil shipments drives states to chase more control over petrol and diesel supplies. The federal government’s three-month cut to the fuel excise kicked...[Read More]
Aussie artificial intelligence may give robots a leg up
20 May
A team of robots will soon be able to make better decisions and make them faster using on-site artificial intelligence developed for Australia’s largest robotics research lab. National science agency CSIRO unveiled a small, energy-efficient data...[Read More]
Land levy planned despite anti-‘forever tax’ pledge
20 May
Property owners in Australia’s most populous state could pay an annual levy of up to $600 under a proposal to change the way emergency services are funded. NSW is the only mainland state that funds emergency services by taxing property insurance...[Read More]