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
Quarter 3 tax tips for small business
23 July
The third quarter of the calendar year—July to September—is an important period for Australian small businesses. The rush of 30 June may be over, but the new financial year brings fresh reporting obligations, payroll changes and an opportunity...[Read More]
Getting your home ready for spring: Five ways to fall in love with it again
23 July
Spring has a way of making us look at our homes differently. The days become longer, the garden starts to come alive and natural light begins to reveal all the areas we may have overlooked during winter. It is also the season when many homeowners...[Read More]
Top 5 new skills to develop in retirement
23 July
Retirement is often described as the time to slow down, but it can also be the perfect opportunity to finally master the skills that were pushed aside during a busy working life. Careers, family commitments and everyday responsibilities can leave...[Read More]
Top 5 tips to help you take control of your finances
23 July
Saving money isn’t just about cutting out coffee or chasing every bargain. It’s about creating a plan that works for your lifestyle and future goals. Whether you’re starting from scratch or building a nest egg for something big — a...[Read More]
Hot topics in commercial property and why advice is important
23 July
The commercial property sector continues to be one of the most dynamic and closely watched areas of investment. With shifting economic conditions, evolving workplace trends, and increased regulatory scrutiny, staying informed has never been more...[Read More]
Oliver’s insights – Nine key charts for investors to keep an eye on amidst oil and AI worries
22 July
Key points: The first half of this year saw good share market returns despite the oil supply shock on the back of the US/Iran War. We remain upbeat on a 12-month view but see a high risk of another correction in the short term. Nine key charts...[Read More]
Investment markets and key developments – Weekly market update 17/07/2026
22 July
Global shares fell over the last week as the Iran War escalated again with oil prices up and IT shares were hit with a rout in chipmakers on worries that about the sustainability of AI related earnings and valuations. This intensified on Friday...[Read More]
Young investors bet the house on dialling up their risk
22 July
Lofty stock valuations and the biggest investment tax shake-up in decades don’t appear to be impacting the risk appetite of young Australians, according to investing platforms. This cohort is increasingly turning to investing to save for their...[Read More]
Pump and dump scams: how they work
22 July
HOW MOST PUMP AND DUMP SCAMS WORK: * A person sees an investment opportunity on social media * The post uses the image of a well-known commentator, investor or financial institution to build credibility * The opportunity is actually fraudulent,...[Read More]
Investors returning after budget blow to housing breaks
22 July
Property investors are regaining a foothold in the housing market after tax changes in the federal budget boosted owner-occupiers. The share of homes bought by investors climbed to 23.2 per cent over the four weeks ending July 18 after sinking to...[Read More]
Workers ‘forced’ to accept AI systems or leave jobs
22 July
Australians are at risk of losing jobs or being trapped in unethical situations as artificial intelligence use soars, despite the hopes of the federal government, an expert has warned. Prime Minister Anthony Albanese used a speech in mid-July to...[Read More]
Top 7 signs you are ready to retire
16 July
Retirement is one of life’s biggest financial and personal transitions. While many people focus on reaching a particular age, being ready to retire involves much more than simply qualifying to access superannuation or receiving the Age Pension. A...[Read More]
Cyber awareness in everyday life: Five ways to avoid being scammed
16 July
Our everyday lives are increasingly managed online. We receive bills by email, banking alerts by text, delivery updates and payment requests through apps and websites. These services are convenient, but they also give scammers more opportunities to...[Read More]
The top 10 things small business owners often forget when getting started
16 July
Starting a small business is exciting. You may have a great idea, industry experience and the motivation to build something of your own. However, enthusiasm alone does not create a sustainable business. Many new business owners focus heavily on...[Read More]
The best and worst ways to live alongside your neighbours
16 July
A good home is about more than the building, the backyard or the location. The people living around you can have a major influence on how comfortable, secure and enjoyable your neighbourhood feels. When neighbours communicate, show consideration...[Read More]