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

Running a side business while still employed: What to consider at tax time

11 June

Many Australians start a sole trader business or partnership while still working as an employee. It might begin as a side hustle, a family business, consulting work, a trade, an online store, or a passion project that slowly becomes more serious....[Read More]

How to plan for retirement and start the journey with confidence

11 June

Retirement is not just a date on the calendar. It is a major life transition that affects your finances, routine, relationships, health, mindset and sense of purpose. For many people, the hardest part is not deciding whether they want to stop...[Read More]

How to feel more self-sufficient at home

11 June

There is something deeply rewarding about knowing your home can do more than simply provide shelter. A self-sufficient home gives you a greater sense of control, comfort and confidence. It does not mean living completely off-grid, growing every meal...[Read More]

Rule of seven: An investor’s compass

11 June

James sat at his kitchen table, laptop open, staring at a chart of a stock he’d been watching for weeks. Every article, every podcast, every conversation with friends about investing seemed to echo the same phrase: “Time in the market beats...[Read More]

Investment markets and key developments – Weekly market update – 05/06/2026

10 June

Whatever fragile ceasefire between the US and Iran cracked wide open this week – with Iranian strikes on Kuwait and Bahrain, Israeli strikes in Lebanon and a US strike on an oil tanker headed to the Islamic Republic. One day Trump asserts that a...[Read More]

‘Reform is always hard’: PM coy on tax carve outs

10 June

Startups may be able to claim greater tax concessions than initially announced in the federal budget as the government grapples with blowback to its economic reforms. Treasurer Jim Chalmers is in talks with businesses about allowing startups to keep...[Read More]

Tax changes push biotech and health sectors offside

10 June

Some of Australia’s leading health and life sciences organisations are urging Treasurer Jim Chalmers to review the changes to research and development taxes proposed in his budget. Sector advocates say while they’re concerned over a number of Dr...[Read More]

Cooling house market offers hope to first-time buyers

10 June

Australia’s housing market is experiencing rapid downward pressure because of global conflict and the federal budget, but the conditions are unlikely to benefit renters. Just 51.1 per cent of homes auctioned across capital cities this weekend...[Read More]

Scammers fleece Aussies of almost $250m in three months

10 June

Australians lost almost a quarter of a billion dollars in the first three months of 2026, with online cons driving the largest losses. Scammers cheated Aussies out of $248.3 million in the period, according to 60,657 reports received by Scamwatch...[Read More]

Chatbot mechanics: Aussies are turning to AI for fixes

10 June

More Australian drivers are letting artificial intelligence take a virtual look under their car’s bonnet in an effort to save money and help them fix issues at home. But in a trend experts say is concerning, one in every three motorists say they...[Read More]

Charity cheerleader brushes off impact of tax plan

10 June

Proposed taxes on trusts could limit the amount of money given to charities, but the minister responsible says it’s the least of the sector’s problems. With more than $5 trillion expected to pass down the generations through wills and bequests...[Read More]

Apple boss praises social media ban in Albanese call

10 June

Child safety changes on Apple devices have been inspired by Australia’s ban on under-16s using social media. Apple’s chief executive Tim Cook has spoken with Prime Minister Anthony Albanese about the changes in a phone call on Tuesday, singling...[Read More]

UpToDate advice & friendly service

10 June

UpToDate advice & friendly servicePamela

7 signs you are ready to downsize the home and take life a little easier

4 June

There comes a time when the family home that once felt full of noise, movement and memories can start to feel a little too big, too quiet, too expensive or simply too much work.   Downsizing is not just about moving into a smaller home. For many...[Read More]

Super Co-Contribution: A simple way to boost your retirement savings

4 June

The government super co-contribution scheme is designed to help eligible low and middle-income earners grow their retirement savings. If you make personal after-tax contributions into your super fund, the government may also contribute an additional...[Read More]