Investment Archives

2026 Super Tax Overhaul: Impact of the New $3M Super Rule

Leave a Comment / Investment, SMSF, Tax Planning / Justin

The Federal Treasurer, Jim Chalmers, has announced significant changes to the government’s proposed $3 million superannuation tax — a move that’s expected to ease concerns among investors, retirees, and tax experts.These adjustments aim to make the system fairer and more sustainable while giving trustees and high-balance super holders more certainty as they plan ahead for […]

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2026 Private Wealth & SMSF Trends High-Net-Worth Must Watch

Leave a Comment / Investment, Property Finance, SMSF, Tax, Tax Planning / Justin

As we approach 2026, high-net-worth Australians and SMSF trustees face an evolving landscape of investment opportunities, regulatory changes, and tax challenges. Whether you’re managing an SMSF or building a private portfolio, staying ahead of emerging trends is critical to preserving and growing wealth. Below, we highlight key investment and wealth strategies for 2026, and explain

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SMSFs Shift Investment Strategies Ahead of the New Super Tax

Leave a Comment / Investment, SMSF, Tax Planning / Justin

The Australian SMSF sector is experiencing major change as trustees respond to looming legislation that will impose a 30% tax on super balances above $3 million. With implementation expected from 1 July 2026, many investors are already rethinking their strategies to protect and grow retirement wealth. Shifting SMSF Investment Trends According to the latest SMSF

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Mortgage Rates Rising: What Homeowners & Investors Must Know

Leave a Comment / Investment, Real Estate / Justin

On May 13, 2025, mortgage and refinance rates across Australia and the U.S. saw a small upward shift. According to Zillow data, the average 30-year fixed mortgage rate has risen to 6.76%, while the 15-year fixed has moved to 6.07%. These minor changes may be linked to the recent 90-day pause in trade tariffs between

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Is Now the Right Time to Buy Property? Weighing Key Factors

Leave a Comment / Investment, Real Estate / Justin

As the Reserve Bank of Australia (RBA) signals potential interest rate cuts, hopeful home buyers are gearing up by securing financing in larger numbers. However, while lower rates will boost buyer sentiment, they may not unleash a massive surge in demand—at least not immediately. Mortgage Applications on the Rise, But No Floodgate of Demand Recent

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Top SMSF Property Investment Tips: ‘Follow the Bunnings’

Leave a Comment / Investment, SMSF / Justin

Investing in commercial property through a self-managed superannuation fund (SMSF) is an increasingly attractive strategy for those looking to secure stable yields and long-term capital growth. While residential property investment has faced tightening regulations and diminishing returns, commercial real estate remains a lucrative option—particularly for SMSFs in the retirement phase. At Boa & Co. Chartered

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Financial Planning Tips for Sydney’s Senior Executives

Leave a Comment / Company, Investment / Justin

The construction and infrastructure industry is the backbone of Australia’s growth, with projects ranging from residential developments to massive infrastructure ventures. For businesses in this sector, access to the right financing is critical to maintaining operations, investing in cutting-edge equipment, and ensuring project success. At Boa & Co. Chartered Accountants, we specialize in providing tailored

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