2025-26 Federal Budget Financial Planning Summary
It is that time of the year again, and Treasurer Jim Chalmers delivered the Government’s 2025-2026 Federal Budget.
As expected, Labor’s fourth Budget centred on easing cost-of-living pressures with the welcomed surprise of proposed tax cuts. Super remained mostly untouched—no updates on Division 296 tax measures or residency rules for small super funds....
What to make of market weakness in early 2025?
Talking points
- After forging record highs in mid-February, sharemarkets are letting off some steam.
- Shares sold off in recent weeks due to a mixture of market concentration, economic uncertainty, policy concerns and tectonic shifts in the geopolitical landscape.
- It is natural for investors to feel more anxious during periods of higher volatility.
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February 2025 Economic & Market Review – Market Volatility, RBA Rate Cut and More Trade Tensions
Talking points
- Trade tensions shake up global markets: February highlighted ongoing uncertainty in global markets, driven by new US tariffs on major trading partners like Mexico, Canada, and China. The ripple effects led to market volatility, with small-cap stocks particularly impacted.
- US stocks struggle:
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Podcasts
Our weekly audio guide to making the most of your money and investing. Listen to the Wealth Collective podcast on your favourite service including Spotify, Apple Podcasts and Google Podcasts.
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Listen to all episodes
Head to the link here to listen to all episodes of The Wealth Collective Podcast here!Listen Here -
Financial red flags for a relationship – Episode 127
In this weeks episode, Pete Pennicott and Zac Masters from Pekada take a look at a few financial red flags for a relationship. They look at what these canListen Here -
Investing in a bear market – Episode 126
We’re back! On this episode Pete Pennicott & Zac Masters discuss what is happening in the world at the moment with the US entering a bear market. They alsoListen Here -
Top 10 Financial Planning Jargon Terms – Episode 125
On this episode Zac Masters & Anthony Malvaso unpack the top ten financial planning jargon terms.Listen Here