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 top 5 tax mistakes small business owners make
20 August
Tax is an unavoidable part of running a small business, but it is also one of the areas that can create the most confusion.For many business owners, tax sits somewhere between administration, compliance and financial planning. It is often pushed...[Read More]
When is the right time to retire?
20 August
For years, retirement can seem like a date on the calendar.A number. An age. A point somewhere in the future when you finally finish work, close the office door, hand over the keys or switch off the computer for the last time.But when that moment...[Read More]
When interest rates move: Is your home loan still right for you?
20 August
For most Australians, a home mortgage is one of the biggest financial commitments they will ever make. Yet once the loan is established, it can be surprisingly easy to simply keep making the repayments without regularly asking whether the loan is...[Read More]
Activities to try for each decade of your life
20 August
Every stage of life offers unique opportunities for personal growth and well-being, both physical and mental. Whether you’re in your 20s or beyond your 50s, there’s always something new to try that can keep you active and mentally stimulated....[Read More]
Investing through a Self-Managed Super Fund (SMSF)
20 August
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options. To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Family Law – including divorce, child support, and custody
20 August
Family law encompasses a wide range of legal issues, including divorce, child support, and custody, and navigating through these matters can be an intricate and emotionally challenging experience for all parties involved. In Australia, family law...[Read More]
Oliver’s insights – Why investors need to treat forecasts with caution
19 August
Key points The increasing noise around investing – associated with a messier economic and geopolitical backdrop along with an explosion in information flow and the rise of social media – is arguably accentuating a desire for investment...[Read More]
Investment markets and key developments – Weekly market update – 14/08/2026
19 August
Global share markets mostly rose over the last week helped by good earnings results and some moderation in expectations for Fed rate hikes. For the week US shares rose 0.4% and Eurozone shares rose 0.3% with both making new record highs, and...[Read More]
Retirement savings to be ‘decimated’ under early access
19 August
Workers being able to access their superannuation early would destroy their retirement earnings, the treasurer has warned, following calls by Pauline Hanson.The One Nation leader has called for a relaxation of rules that would allow people to...[Read More]
Early days but a door is opening for first home buyers
19 August
A dive in new home loans to property investors is an “encouraging sign” Labor’s changes to negative gearing and the capital gains discount are working as intended, Treasurer Jim Chalmers says.The number of investor loans fell 8.6 per cent in...[Read More]
Tech giants unaware how many children on social media
19 August
Social media companies do not know how many Australian teenagers remain on their platforms months after the introduction of laws banning those under 16.Meta, Snapchat, TikTok and Google on Friday appeared before a Senate inquiry considering...[Read More]
AI boom, productivity malaise making RBA’s job harder
19 August
The surge in artificial intelligence investment and Australia’s sluggish productivity growth rate are forcing the Reserve Bank to keep interest rates higher, a top central bank official says.Speaking two days after the RBA kept the cash rate...[Read More]
Push on to shake up ‘best before’ and ‘use-by’ dates
19 August
As a kid, Emma Willliams’ favourite dinner was McDonalds.But now a mum-of-two with a backyard full of chickens, she’s desperate for her family to avoid packaged foods and is making it her mission to minimise food waste.“I find it really hard...[Read More]
Oliver’s Insights – The RBA cuts for the third time – expect a further gradual easing to 2.85%
13 August
Key pointsThe RBA cut its cash rate by 0.25% taking it to 3.6%. This is the third rate cut in this easing cycle.The RBA sees inflation running around target but has revised its growth forecasts down again. Its forecasts assume that the cash rate...[Read More]
Finding your investment comfort zone: Understanding your risk profile
13 August
Investing is often discussed in terms of returns, markets, interest rates and opportunities. But one of the most important questions comes well before choosing an investment:How much risk are you genuinely comfortable taking?Understanding your...[Read More]