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
Understanding the taxation of shares: Why your accountant matters
30 July
Investing in shares can be an effective way to build long-term wealth, but it also brings tax obligations that every investor should understand. Whether you own a handful of shares or a diversified investment portfolio, keeping accurate records...[Read More]
Defining your retirement dream
30 July
Reaching retirement age often comes with a long-held expectation: this is finally the time to live the dream. After decades of working, raising a family, paying bills and meeting responsibilities, retirement can represent freedom, choice and the...[Read More]
Renovate, move or build? Choosing the right way to change your home
30 July
As life changes, your home may no longer suit your needs as well as it once did. Perhaps your family is growing, you need a home office, the kitchen feels outdated, or you simply want more space and comfort. When this happens, homeowners usually...[Read More]
5 steps you can integrate into your life for greater happiness
30 July
Each person’s journey to happiness is distinct, shaped by personal experiences, values, and desires. While certain factors that impact happiness might be beyond control, such as genetic predispositions or unpredictable life events, a considerable...[Read More]
Oliver’s insights – The economics of happiness – why it’s been falling & what to do about it?
29 July
Key points Despite rising GDP per person, measures of happiness have been flat to falling in western countries including Australia. Key drivers are likely to be rising expectations, the rise of social media and falling housing affordability. It...[Read More]
Investment markets and key developments – Weekly market update 24/07/2026
29 July
Global investment markets saw another round of volatility over the last week as the Iran War escalated further with Trump talking of a “massive attack” that will be “bigger than ever before”, oil prices surged, expectations for central...[Read More]
Labor backs super boost for youngest Aussie workers
29 July
Labor has backed superannuation payments for Australia’s youngest workers, regardless of the number of hours they work. The party says it will “ensure that all workers, including those under 18 and regardless of how they are engaged, can...[Read More]
Shoddy bank record-keeping hits savers as scammers lurk
29 July
Systemic shoddy record-keeping at big banks is risking the savings of Australians trying to benefit from a safe investment strategy. The financial regulator issued the warning around mortgage offset accounts, which are marketed to borrowers as a way...[Read More]
Red tape strangling efforts to tackle housing crisis
29 July
Allowing three-storey townhouses to be built on most residential land is one of the key recommendations of a major report outlining what Australia needs to do to fix its housing crisis. Governments have gotten in the way of new housing supply by...[Read More]
Power struggle: data centre energy rules spark concerns
29 July
Large-scale data centres will be forced to invest in additional renewable energy to fuel their operations and avoid causing power price hikes in regulations agreed to by all but two states and territories. The Energy and Climate Change Ministerial...[Read More]
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]