Capitalwise

Capitalwise We provide holistic financial services advise to clients who come to us. We provide the one stop shop in relation to all their financial planning needs.

At Capitalwise, our team can offer clear, simple advice to help empower your decision making processes to assist you in taking control of your financial future. We know how to get the answers you seek through our own business relationships and experience. Have you asked yourself what you want from life? Do you know what you need? Are you confident to have the financial foundation to live the life

you dream about? Once you have asked these three questions, it is time to obtain professional advice and start building a sound financial plan. It is never too early or too late to take control of your finances. Leave the crystal ball to the soothsayers. Come to Capitalwise for informed, practical and achievable financial strategies. Protect your hard earned money and get it working for you.

The recent rate hike suggests that the Reserve Bank of Australia is prepared to move policy into more restrictive territ...
27/04/2026

The recent rate hike suggests that the Reserve Bank of Australia is prepared to move policy into more restrictive territory

The recent rate hike suggests that the Reserve Bank of Australia is prepared to move policy into more restrictive territory

Tensions in the Middle East have rattled global markets. Both equities and bonds have experienced losses amid great unce...
24/04/2026

Tensions in the Middle East have rattled global markets. Both equities and bonds have experienced losses amid great uncertainty, and oil prices have spiked, creating a challenging dynamic.

Tensions in the Middle East have rattled global markets. Both equities and bonds have experienced losses amid great uncertainty, and oil prices have spiked, creating a challenging dynamic.

Check out which industries make up the biggest portion of the global economy.
21/04/2026

Check out which industries make up the biggest portion of the global economy.

Check out which industries make up the biggest portion of the global economy.

Why investors are urged to resist impulsive decisions in turbulent times
19/04/2026

Why investors are urged to resist impulsive decisions in turbulent times

Why investors are urged to resist impulsive decisions in turbulent times

Several recent court decisions highlight the expectations of SMSF trustees in regard to legislative obligations.
17/04/2026

Several recent court decisions highlight the expectations of SMSF trustees in regard to legislative obligations.

Several recent court decisions highlight the expectations of SMSF trustees in regard to legislative obligations.

It’s vital to know what is and what is not a death benefit pension because the consequences of not paying the minimum pe...
14/04/2026

It’s vital to know what is and what is not a death benefit pension because the consequences of not paying the minimum pension payment on the wrong one could have dire consequences, a leading adviser said.

It’s vital to know what is and what is not a death benefit pension because the consequences of not paying the minimum pension payment on the wrong one could have dire consequences, a leading adviser said.

SMSF practitioners should view the pending Division 296 tax as rolling out in two stages, leading to two similar but dif...
11/04/2026

SMSF practitioners should view the pending Division 296 tax as rolling out in two stages, leading to two similar but different sets of rules in its first few years of operation, an SMSF sector specialist has noted.

SMSF practitioners should view the pending Division 296 tax as rolling out in two stages, leading to two similar but different sets of rules in its first few years of operation, an SMSF sector specialist has noted.

Inflows to SMSFs have almost quadrupled over the past five years and experts warn this trend warrants monitoring as it m...
08/04/2026

Inflows to SMSFs have almost quadrupled over the past five years and experts warn this trend warrants monitoring as it may signal shifting member preferences toward greater control.

Inflows to SMSFs have almost quadrupled over the past five years and experts warn this trend warrants monitoring as it may signal shifting member preferences toward greater control.

Super used to be clearly the “best” option due to low tax rates but the increasing complexity of things like Division 29...
27/03/2026

Super used to be clearly the “best” option due to low tax rates but the increasing complexity of things like Division 296 tax, compliance risk, and death benefits tax is narrowing that advantage, a top specialist said.

Super used to be clearly the “best” option due to low tax rates but the increasing complexity of things like Division 296 tax, compliance risk, and death benefits tax is narrowing that advantage, a top specialist said.

As the establishment of new SMSFs continues to rise, the ATO is reminding potential trustees to ensure they are aware of...
24/03/2026

As the establishment of new SMSFs continues to rise, the ATO is reminding potential trustees to ensure they are aware of the different requirements depending on whether their fund has individual trustees or a corporate trustee.

As the establishment of new SMSFs continues to rise, the ATO is reminding potential trustees to ensure they are aware of the different requirements depending on whether their fund has individual trustees or a corporate trustee.

latest forecasts for investment returns and region-by-region economic outlook
21/03/2026

latest forecasts for investment returns and region-by-region economic outlook

latest forecasts for investment returns and region-by-region economic outlook

AFCA is anticipating there will be more focus on coercive control and elder abuse going forward.
19/03/2026

AFCA is anticipating there will be more focus on coercive control and elder abuse going forward.

AFCA is anticipating there will be more focus on coercive control and elder abuse going forward.

Address

309 Kent Street
Sydney, NSW
2000

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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