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
Seven steps to feeling financially secure
25 June
Financial security is often associated with being wealthy, owning valuable assets or having a large retirement balance. While money and assets can provide important protection, genuine financial security is also a state of mind. It is the feeling...[Read More]
June 30 is upon us: Starting the new financial year on the right foot
25 June
June 30 marks more than the end of another financial year. It is an opportunity to review the past 12 months and put better financial habits in place for the year ahead. Tax planning should not be limited to the weeks before a tax return is...[Read More]
Oliver’s insights – Teflon share markets – 5 reasons they’re so resilient despite lots of worries
24 June
Key points Despite lots of threats over the last 18 months share markets have proved to be remarkably resilient. This likely reflects a combination of: President Trump’s desire for shares to rise; economic activity data right here right now has...[Read More]
Home owners told to ‘take a deep breath’ on tax reforms
24 June
Plunging auction clearance rates are not cause for concern, top government ministers are insisting, with one urging anxious home owners to “take a deep breath”. An overhaul of negative gearing and capital gains tax is expected to pass federal...[Read More]
The AI trap: firms buy too much tech, too little talent
24 June
Australian businesses are spending too much on artificial intelligence and not enough on the humans in charge of it, costing them investment returns, according to one tech giant. Companies are also failing to establish clear rules and goals for the...[Read More]
Labor identifies businesses to be exempt from new tax
24 June
A budget backlash has prompted Labor to announce new carve-outs for innovative firms from the capital gains tax, as well as a backdown on a minimum tax on testamentary trusts. WHAT DID LABOR ANNOUNCE IN THE BUDGET? * The existing 50 per cent...[Read More]
What Labor agreed to in order for tax change support
24 June
WHAT THE GOVERNMENT WANTS PASSED * Laws stemming from the federal budget would limit negative gearing to new builds from July 2027, while scrapping a 50 per cent discount on the capital gains tax and replacing it with a minimum 30 per cent rate tied...[Read More]
The house price question tying politicians in knots
24 June
Top government and opposition MPs say they want house prices to continue growing – just at a slower rate – after auction clearance rates plunged to their lowest level since April 2020. Nearly 1900 homes went under the hammer in Australia’s...[Read More]
‘Missed opportunity’ to act on power plan loyalty tax
24 June
A proposal to clamp down on the loyalty tax paid by disengaged power customers does not go far enough in the view of consumer and small business groups. Australia’s electricity rule-maker initiated a review to tackle the problem of customers...[Read More]
Click check: social network urges users to find fakes
24 June
One in three Australians blindly share information they find online without verifying it, a study has found, and many fail to remove it when they discover it is false. The trend is helping to fuel a rising tide of online misinformation that is also...[Read More]
‘Outside the square’: pre-fab homes to speed up supply
24 June
A housing manufacturing hub could revolutionise home building in Australia’s most expensive market. The NSW government says its upcoming state budget, to be delivered on Tuesday, will include funding to establish a partnership with a private...[Read More]
No referee: the online traps costing Aussies millions
24 June
Four in five Australians are experiencing disputes with social networks and online stores, a growing problem costing consumers almost $500 million a year. Despite the high toll, only three in five people are raising complaints about their issues,...[Read More]
Small business, payments system brace for payday super
24 June
Superannuation is set for its most significant change in decades but a week ahead of implementation, many businesses – and potentially the clearance system itself – aren’t ready. From July 1, employee superannuation contributions must land in...[Read More]
Investment markets and key developments – Weekly market update – 19/06/2026
24 June
The past week saw good news with the US and Iran at last signing a peace deal that will, at least in theory, reopen the Strait of Hormuz. While a deal had already been anticipated its confirmation and reports that sanctions on Iranian oil would be...[Read More]
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]