Dejan

A recent article on realestate.com.au* featured a young family who had made the major decision to permanently relocate to Italy with their children for a new home and debt-free living.  Krysti-Glory Gallo, an interior designer, and Ricardo Parata, an educator, had plans to sell the family home on the Gold Coast and move to the

While the RBA held the cash rate at 4.35% in June, three successive rises earlier in the year – in tandem with major changes to CGT and negative gearing – continue to influence the property market. What you may be seeing are headlines around reducing borrowing power and falling property values. The situation is a little

According to JPMorgan’s ‘Annual equity returns and intra-year declines’ data released on 30 June, the average ASX 200 intra-year drop over the past 32 years was 13.8% (median 11.5%). While that might seem alarming, what is interesting is what happens afterwards. Despite that recurring mid-year drop, the ASX 200 has still finished the calendar year

Weeks on from the Budget and we’ve seen some dramatic shifts across the property market. Investors are pulling back, with a flow-on effect on auction clearance rates, loan enquiries and, for some, borrowing capacity. The revamped capital gains tax (CGT) and property gearing changes in Australia are reducing investor tax breaks and therefore the net

Around 1.4 million business owners in Australia will retire by 2036 – and 33% have no succession plan. That’s according to PwC’s 12th Family Business Survey, which also found that succession plans may stall due to specialised skill gaps, a need to balance family legacy with innovation and resistance from the senior generation to transition leadership, which was cited

An article in the Financial Review this week suggests the RBA has not done enough to curb inflation, with data estimating that Australia has the equal-highest core inflation rate among developed economies. Research from Trading Economics puts Australia’s core inflation equal with the Netherlands, and when taking into account all advanced economies, second behind Iceland.

A wave of headlines this year has returned to a number that is hard to ignore. The Productivity Commission estimates that around $3.5 trillion in assets will change hands in Australia by 2050, as the baby boomer generation passes wealth to their children and grandchildren. It is the largest intergenerational wealth handover in the country’s

After three years of debate, drafts and a fair bit of noise, the $3 million super tax is now law. Division 296 received Royal Assent on 13 March 2026 and commences on 1 July 2026. For clients with larger super balances, the time for watching and waiting is over. Here is what the final legislation

  Every year, the same thing happens. June rolls around, retailers start screaming about tax savings, and suddenly everyone’s making rushed financial decisions they’ll quietly regret by August. Most of what people believe about EOFY tax planning is either wrong, oversimplified or actively costing them money. Newealth held its first-ever webinar to tackle this head-on.

The Financial Review Rich List for 2026 is out. The combined wealth of Australia’s top 200 has risen by $39 billion in a single year to reach $707 billion. Gina Rinehart holds top spot for the seventh year running at an estimated $39 billion. Nearly nine in ten on the list are now billionaires. The