Walshe Clancy O'Neill

04/09/2026

Please get in touch if you’d like to discuss any of these superannuation options.

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as one of the most tax-effective investment structures available. For many investors, it’s not simply that super remains attractive but that the rules continue to change. Understanding these c...

01/09/2026

Property investors are facing a whole new world this financial year following the tax reforms announced in the May Federal Budget, the ATO tightening the rules around claiming deductions for holiday homes and the government’s decision to abolish the ability to purchase residential property through...

25/08/2026

Contact us to discuss how current events affect your plan and keep your investment strategy aligned with your long-term objectives.

In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT), headlines continue to spark debate, and a familiar question lingers: what does this mean for my investments? With ongoing global developments layered on top, ...

18/08/2026

If it has been a while since your last home loan review, we’d be happy to help you understand your options.

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 Australi...

15/08/2026

This shift means investors might need to reconsider their investment strategy, but it’s important to not react impulsively and take time to review what any changes mean to your investment strategy.

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 tha...

12/08/2026

If you would like help understanding how the new rules will affect your trust, contact our office today.

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 t...

10/08/2026

If your circumstances have changed or you can’t remember the last time you checked your cover, speaking with your financial adviser can help identify any gaps, overlaps or opportunities to update your protection.

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 forgo...

07/08/2026

Please get in touch if you’d like assistance with your personal financial situation

Stay up to date with what’s happened in the Australian economy and markets over the past month. July provided some welcome signs for the Australian economy, with inflation easing more than expected last month, cooling bets of interest rate hikes in the short term. Globally, shares delivered strong...

02/08/2026

As interest rates increase and the cost-of-living rises, many are feeling the financial squeeze. Whether you are trying to save for your first home, managing an existing mortgage, or reassessing your finances, the current environment can feel challenging. While there is no single solution, there are...

29/07/2026

As consumer confidence dips, inflation bites, and interest rates rise, the housing market nationally is cooling. For buyers, that can mean more opportunity for negotiation – a skill that pays off well beyond property. Not long ago, sellers were firmly in control. Properties moved quickly, competit...