Dejan

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

Last December, we wrote about the surge in global grid investment driven in part by AI data centres. The picture that has emerged since is even larger than the headline numbers suggested. ARK Invest’s recently released Big Ideas 2026 report puts a figure on it. To meet projected global electricity demand by 2030, cumulative global

A new report from ARK Invest, Big Ideas 2026, makes a striking case that the world is entering one of the largest technology investment cycles in modern history. Looking back across 170 years of capital expenditure data, from the railroads of the 1860s to electrification, cars, computers and the software boom, ARK shows that each

Many Australians associate the end of financial year with tax returns, but an effective tax planning checklist involves much more than the receipts pile. With comprehensive EOFY financial planning, your small decisions can produce meaningful long-term outcomes. Sustainable wealth creation requires clear financial goals, a tailored investment strategy and a holistic financial overview. And now

The AI productivity revolution has a new poster child. Matthew Gallagher’s AI-powered company, Medvi, a telehealth provider of GLP-1 weight-loss drugs, last year reported annual revenue of US$401 million. This year the company is on track to reach $1.8 billion in sales. And the real surprise? Gallagher’s only employee is his younger brother Elliot. It’s

With the current RBA decisions affecting so many homeowners and property investors, we’re often asked whether it’s best to pay down debt or invest during high interest rates. The simple answer? There is no single best-fit solution.  Your decision should take into account factors such as your financial position, investment strategy, risk profile and tax

The Federal Government last night handed down its 2026 Budget, with the largest reforms since the Howard era. With the Iraq war and ongoing fuel crisis causing uncertainty across markets and a focus on ‘intergenerational fairness’, there are some key changes for investors. The Budget, if it moves forward into legislation, will see scaled-back tax