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
Very good performance and advice over many years.
29 May
Very good performance and advice over many years.Bernard
Understanding risk tolerance: Passing the investment sleep test
28 May
Investing is never just about chasing returns. It is also about understanding yourself. Before choosing where to invest, one of the most important questions to ask is not simply, “How much can I make?” It is, “How much uncertainty can I...[Read More]
Payday Super: why employers need to prepare now
28 May
From 1 July 2026, Australian employers will face one of the most important superannuation compliance changes in many years. Under the Australian Government’s Payday Super reform, employers will need to pay employee superannuation guarantee...[Read More]
7 signs you are ready for retirement — but worried about keeping active
28 May
Retirement is often described as the great reward after decades of hard work. No alarm clock. No daily commute. No endless meetings. No packed lunches. Just freedom. But for many people, retirement also brings a quiet question: What will I...[Read More]
The power of compound interest – it rewards patience, consistency, and time.
28 May
Albert Einstein reportedly called compound interest the “eighth wonder of the world.” Whether or not he actually said it, the sentiment holds true. Compound interest is one of the most powerful forces in investing, not because it is flashy...[Read More]
The art of parenting with heart
28 May
Navigating the dual roles of being a parent and a friend to your children presents a unique set of challenges and opportunities. This delicate balance requires careful consideration of boundaries, communication, and emotional intelligence. The...[Read More]
Oliver’s insights – Three reasons why it pays to be an optimist as an investor
27 May
Key points The combination of the natural human tendency to focus on bad news, expectations rising beyond the ability of the economy to deliver, the increased availability of information & the rise of social media are likely...[Read More]
Investment markets and key developments – Weekly market update 22/05/2026
27 May
Global share markets mostly rose over the last week with ongoing hopes for a deal to unblock the Strait of Hormuz and US strong earnings data. This was despite worries about a more hawkish Fed and concerns about the inflationary consequences of...[Read More]
Treasurer hoses down calls to carve up his tax revamp
27 May
Changes to capital gains taxes should still be broad to ensure one issue with the housing market isn’t replaced by another, Treasurer Jim Chalmers says, despite business groups urging the reforms apply only to property. The federal government will...[Read More]
Investor tax cut call as opponents fight Labor plan
27 May
Investor incentives should be increased, not cut, a senior Liberal says, as Labor moves to rush its once-in-a-generation tax overhaul through parliament. Business leaders have warned the measures, laid out in the federal budget earlier in May, will...[Read More]
Budget measures could cut house prices by 10 per cent
27 May
The budget’s tax whack on property investors will accelerate a housing slowdown caused by interest rate hikes, potentially causing the biggest downturn in more than 40 years. Home price growth was already slowing nationwide, with outright falls in...[Read More]
More young Aussies understand AI but they still fear it
27 May
Almost two in three young Australians think artificial intelligence will be used to eliminate jobs and only two per cent think it will create them. Despite their concerns, more Aussies say they have a strong understanding of the technology and...[Read More]
‘Green fatigue’ sweeps the ethical investments market
27 May
Driven by consumer demand, compulsory super and strict greenwashing regulations, Australia’s record on ethical investment is well regarded. Or at least it was. Amid concerns over performance and a US-led anti-woke backlash, the nation’s appetite...[Read More]
Gen Z bombarded by fake crypto trading scams
27 May
In the already difficult to navigate world of online trading, young people are being lured in by the promise of easy money trading cryptocurrency. The problem – the sites, trades, and profits are all entirely fake and any money paid goes straight...[Read More]
Australia’s remaining solarless roofs harder to crack
27 May
On a mission to investigate solar, battery and electrification retrofits for the block of flats she lives in, Coco Venaglia has faced hurdle after hurdle. The building’s strata committee is open to upgrades but pressed for time, and was pleased...[Read More]