Blog

The Federal Budget delivered on 12 May 2026 introduces significant changes affecting property investors, capital gains tax treatment and discretionary trust distributions. This summary explains what has changed, who is affected and what it means in practice with worked examples. Existing arrangements are largely protected through grandfathering. The changes primarily affect decisions made after Budget night (12 May 2026). We recommend speaking with your adviser before making any changes to your investment strategy. 1. Negative Gearing Negative gearing occurs when your investment property costs (interest, maintenance, depreciation etc.) exceed [...]

General Advice Warning: This article contains general financial information only. It does not take into account your individual objectives, financial situation or needs. Before acting on any of the information contained in this article, consider whether it is appropriate for your circumstances and seek personal advice from a licensed financial adviser. The decade before retirement is the most financially consequential period of most Australians’ lives. The decisions you make between now and the day you stop working - about your superannuation, your debt, your investments, your insurance, and your estate - will shape the [...]

“I’ve worked my whole life to save this money. How do I make sure it doesn’t run out before I do?” — The question we hear from retirees often IMPORTANT NOTICE Everything in this article is general information only and has been prepared without taking into account your personal financial situation, needs, or objectives. What works for one person in retirement may not be right for another. Before making any financial decisions, please speak with a licensed financial adviser who can assess your specific circumstances. Retiring in Australia Today [...]

  Many people want to ensure they enjoy a comfortable retirement. Your golden years are a time when you can enjoy relaxing, spending time with loved ones, and even travelling the world, as long as you have planned ahead to ensure you can manage financially. This is why securing your retirement is so important, as it means that you can look forward to a brighter future and a far more enjoyable retirement when the time comes. Planning for retirement is one of the most important steps you can take when it comes to your finances. Many Sydneysiders struggle [...]

Did you ever wish that you could start your year on the right foot? This is entirely possible, and the process is a lot simpler than you might think. All it takes for a year is one visit to a local financial planner.

Navigating Sydney’s competitive property market is easier with the right expert by your side. Learn why Nautica Wealth Management’s mortgage brokers offer more than just a home loan.