Your knowledge advantage.

Our Wealth Adviser newsletter provides clients and prospective clients with helpful strategies, market reports, insights and tips to assist in shaping your financial future.

Wealth Adviser – Issue 147

In this edition:  When mortgage rates were 17 per cent. A letter from your 85-year-old self. The retirement passport. Ask a Question. Key figures 2026-27

Wealth Adviser – Issue 146

In this edition: The Tax Return in Retirement. Helping the Kids into a Home. When the Kids come Home Again. Ask a Question. Key figures 2026-27.

Wealth Adviser – Issue 145

In this edition: The Longevity Bonus: Planning for a 100-Year Life. Transition to Retirement: Does It Still Make Sense After 60? Winding Up an SMSF: Knowing When the Fund Has Done Its Job. Five reader questions.

Wealth Adviser – Issue 144

In this edition: Sequence of Returns: The Retirement Risk That Compounds. Splitting Super With Your Spouse. Enduring Guardianship: The Other Document You Need. Reader Q & A.

Wealth Adviser – Issue 143

In this edition: Superannuation and Relationship Breakdown. The Commonwealth Seniors Health Card: The Concession Self-Funded Retirees Miss. The Super Death Benefits Tax: What Your Adult Children Actually Inherit. Q&A: Ask a Question.