News
Sharing all our latest articles, news and updates covering all you need to know to reach your destination in life, on purpose.
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Finances feel tight? Check if your home loan is the right fit
For many households, managing the cost-of-living has become an ongoing balancing act. Grocery bills, insurance premiums, utility costs and everyday expenses have all increased in recent years, placing pressure on household budgets. If this sounds familiar, you’re not alone, 77 per cent of Australians currently feel extremely or somewhat stressed about their finances, according to…
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Why higher interest rates could make aged care more expensive
If you’re starting to explore residential aged care for yourself or someone you love, you’ve probably noticed that accommodation costs can seem quite daunting. In fact, the average room price in Australia is now around $570,000, with significant increases over the past 18 months. The good news is that you may not need to find…
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New vs established property: a key shift for investors
Recent Federal Budget announcements have introduced changes that significantly tilt the investment landscape in favour of newly built residential property. While the full impact of the measures has yet to play out, the direction of policy is clear: encourage investment into housing supply rather than established stock. This shift means investors might need to reconsider…
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Discretionary trusts: What the proposed changes mean
Family trusts have long been a popular structure for managing business income, investments and succession planning. However, a major change is proposed from 1 July 2028, with the Federal Government planning to introduce a 30 per cent minimum tax on discretionary trust income and reduce some of the tax advantages these structures have traditionally offered.i…
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Life moves fast. Is your insurance up to speed?
Life rarely stands still. A new home, a growing family, a career change or the transition to retirement can all have a significant impact on your insurance needs. Yet insurance is often one of those financial arrangements that gets filed away and forgotten. Over time, that can leave you underinsured, paying for cover you no…
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Capital Gains Tax Changes: Why Property Investors Should Start Planning Now
Key Takeaways The 2026–27 Federal Budget (12 May 2026) replaced the 50% CGT discount for individuals, trusts and partnerships with cost base indexation and a 30% minimum tax on capital gains, applying to gains accruing on or after 1 July 2027. For investment properties held across the commencement date, the critical valuation date is 1…
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Q2 2026 Financial Market Update
Q1 2026 Navweatlh Market Update covering the key points for the last quarter.
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Preparing your business for the new financial year
Every new financial year comes with a list of must-do tasks, but 2026-27 is bringing a range of fresh challenges for SMEs arising from the start of Payday Super and major changes announced in the May Federal Budget. Following the global trend, the Budget made it clear that tax integrity and transparency is now a key issue,…
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What the Budget changes mean for first home buyers
If you are trying to get into the housing market as a first home buyer you may be aware that the government is trying to “level the playing field” with a range of housing measures that are designed to address inequity – but what does that actually mean if you are trying to buy your…