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

The value of financial advice and the importance of managing cash flow

18 June

Building wealth is rarely the result of one big decision. More often, it is the outcome of small, consistent habits repeated over time. At the heart of those habits is one simple principle: spend less than you earn and make sure your money has a...[Read More]

Payday Super: why employers should start preparing now

18 June

From 1 July 2026, Australian employers will need to manage superannuation guarantee payments differently. Under the Payday Super reform, super will move away from being mainly a quarterly compliance task and become part of the regular payroll...[Read More]

Your home: 7 ways to increase its value and enjoy it more

18 June

Your home is more than bricks, mortar, paint and flooring. It is the place where life happens. It is where families gather, memories are made, visitors are welcomed, and everyday routines unfold. For many people, their home is also one of their...[Read More]

Aged Care: The emotional and financial decisions families often overlook

18 June

Aged care is one of the most important conversations a family can have, yet it is also one of the easiest to delay. Many families only begin thinking seriously about aged care when there is a health event, a fall, a hospital admission, or a...[Read More]

Estate planning: the good, the bad and the ugly

18 June

Estate planning is one of those topics many people know is important, but often put off. It can feel uncomfortable, complicated or something to “deal with later”. Yet a well-structured estate plan can be one of the greatest gifts you leave...[Read More]

Oliver’s insights – The RBA undertakes a hawkish pause – we continue to expect a further rise in rates

17 June

Key points After three consecutive rate hikes the RBA left rates on hold at 4.35% at its June meeting. However, the RBA retained a tightening bias noting that inflation Is “still too high” and is likely to remain so for some time and that it...[Read More]

Investment markets and key developments – Weekly market update – 12/06/2026

17 June

A US/Iran deal on the way (again) and SpaceX takes off to infinity and beyond.   The past week saw another round of gyrations regarding whether there will be a US/Iran deal to end the war and reopen the Strait of Hormuz or not driving volatility...[Read More]

Tax changes spark house listings boom but fewer rentals

17 June

Investors are prematurely offloading their properties before tax changes even hit the market, resulting in a listings boom but fewer rentals. Rental listings across the country have shown large annual falls, with the steepest downturn so far in...[Read More]

Super funds lagging on direct renewables investment

17 June

Australia’s superannuation industry is underinvested when it comes to the nation’s renewable energy transition, an environmental advocacy group claims. The 30 largest super funds directly contributed $771 million of the $99 billion invested in...[Read More]

Better but ‘not perfect’ tax reform wins expert support

17 June

Parliamentarians are being urged to pass laws limiting tax breaks for property investors and not “let the perfect be the enemy of the good”. Looming tax reforms would help make the tax system more equitable, independent economist Saul Eslake...[Read More]

Fresh warnings migration cuts could make housing worse

17 June

Migration opponents are being warned big cuts to Australia’s intake numbers would cause havoc for the economy and impact housing targets. Immigration and housing numbers were out of balance with each other but dramatic cuts were not the solution,...[Read More]

CGT share changes will ease home prices, treasurer says

17 June

Controversial tax changes for shares and businesses will prevent more money from being funnelled into existing homes, Treasurer Jim Chalmers claims. Businesses have been relatively receptive to Labor’s decision to wind back tax breaks for property...[Read More]

Get back on the tools and fix housing, government urged

17 June

The Commonwealth must return to its historical role as a home builder rather than a protector of huge profits made by banks and developers. It’s advice that’s been overlooked but a warning that cannot continue to go unheeded, senators have been...[Read More]

Nation-first stamp duty cut gains federal endorsement

17 June

State governments have been encouraged to follow the lead of the ACT and abolish stamp duty, but it’s unlikely to happen without Commonwealth support. ACT Treasurer Chris Steel announced all first home buyers would be exempt from paying stamp duty...[Read More]

Fight and flight: tax inquiry fuming just a smokescreen

17 June

Concerns controversial tax changes are being rushed have been hosed down as experts dismiss claims businesses will flee overseas due to the measures. Under changes proposed by the federal government, the capital gains tax discount of 50 per cent...[Read More]