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Last night, Treasurer Jim Chalmers handed down the 2026–27 Federal Budget. While the government has mentioned that they have focused on cost-of-living relief, there are several significant proposed reforms to Capital Gains Tax (CGT), negative gearing, and...
Celebrating Andrew Debono: Twice Recognised Among Australia's 50 Most Influential Financial Advisers. FS Power50 - 50 Most Influential Advisers in Australia 2023, following being named in 2022. We are absolutely delighted to share some thrilling news about our...
Last night’s Federal Budget was the first delivered by the new Labor government that was elected in May 2022. Given the present state of the economy post-COVID, a worsening economic position due to inflation and increased global instability, rising interest rates and...
![Why You Should Review Your Income Protection Before October 1st 2021? [Regulator Changes Summarised]](https://peakwm.com.au/wp-content/uploads/2020/04/Weve-Got-You-Covered-IMAGE--400x250.jpg)
Keeping this post short and sweet, here's why you should review your income protection policy before the regulators step in on October 1st 2021. What is income protection insurance cover - it is there to pay you a significant portion of your income (currently...
I think we can all agree that it has been a crazy year since the last budget in October 2020. Here’s some highlights from the 11th May 2021 Federal Budget. The general theme of the budget is that it is looking a lot more promising for Australia than it did last...
Property market predictions for 2021, article written by Larry Schlesinger in the AFR. With interest rates near zero, the economy pumped up with massive amounts of stimulus and the virus all but eradicated from our shores, bullishness has returned to the housing...
MTAA Super and Tasplan will take on a new name on April 1, as their $23 billion merger completes. The combined fund will be called Spirit Super and have 326,000 members and lower administration fees. MTAA Super chief executive Leanne Turner, who will be the chief...
#New Years Resolution Finances Article written by Helen Baker in the MoneyMagazine. Most of us want to put 2020 firmly behind us and look to a better year ahead. Here are six easy new year resolutions to get your finances in order for a happier and more prosperous...
Article posted in the Australian Financial Review (AFR) by Nick Lenaghan on 10 December 2020. Sydney's office workplaces may not return to normal until well after Christmas despite the lifting of a public health order from next week which had steered people towards...
![Three Things To Reflect On This Christmas After An Unprecedented Year [Investment]](https://peakwm.com.au/wp-content/uploads/2020/12/Things-to-consider-after-an-unprecedented-year-Sydney-Best-Financial-Advisers-Peak-Wealth-Management-400x250.jpg)
Article was written by Pat Garrett, December 2, 2020 in the MoneyMag For many, Christmas will be the perfect antidote to a monumentally challenging and unprecedented year: a time that we are hopefully able to spend time with family, and for giving and receiving, for...
