Capitalwise

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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.

Retirees are being hit harder by rising prices than the general population, with the costs that dominate their budgets r...
17/10/2026

Retirees are being hit harder by rising prices than the general population, with the costs that dominate their budgets rising quicker than inflation, according to the updated Association of Super Funds Australia Retirement Standard.

Retirees are being hit harder by rising prices than the general population, with the costs that dominate their budgets rising quicker than inflation, according to the updated Association of Super Funds Australia Retirement Standard.

Drawdowns from superannuation are projected to increase to almost six per cent of gross domestic product (GDP) by 2065–6...
14/10/2026

Drawdowns from superannuation are projected to increase to almost six per cent of gross domestic product (GDP) by 2065–66, according to the latest Intergeneration Report released on Monday.

Drawdowns from superannuation are projected to increase to almost six per cent of gross domestic product (GDP) by 2065–66, according to the latest Intergeneration Report released on Monday.

The complex rules around small business capital gains tax concessions can eliminate tax on a business sale and unlock si...
11/10/2026

The complex rules around small business capital gains tax concessions can eliminate tax on a business sale and unlock significant contributions to super when used correctly, said Jemma Sanderson, Head of SMSF and Succession for Cooper Partners.

The complex rules around small business capital gains tax concessions can eliminate tax on a business sale and unlock significant contributions to super when used correctly, said Jemma Sanderson, Head of SMSF and Succession for Cooper Partners.

Check out the evolution of animal intelligence from the Jurassic Period (~200 million years ago) to 2026, ranking the mo...
08/10/2026

Check out the evolution of animal intelligence from the Jurassic Period (~200 million years ago) to 2026, ranking the most cognitively capable organisms across deep evolutionary time,

Check out the evolution of animal intelligence from the Jurassic Period (~200 million years ago) to 2026, ranking the most cognitively capable organisms across deep evolutionary time,

Small steps today could make a big difference to how you feel about retirement.
27/09/2026

Small steps today could make a big difference to how you feel about retirement.

Small steps today could make a big difference to how you feel about retirement.

How well do we understand our money?
24/09/2026

How well do we understand our money?

How well do we understand our money?

The Institute of Public Accountants has criticised the government’s intention to impose a levy on SMSF trustees to fund ...
21/09/2026

The Institute of Public Accountants has criticised the government’s intention to impose a levy on SMSF trustees to fund the CSLR.

The Institute of Public Accountants has criticised the government’s intention to impose a levy on SMSF trustees to fund the CSLR.

Few SMSF compliance issues create as much anxiety as discovering a minimum pension hasn’t been met.
19/09/2026

Few SMSF compliance issues create as much anxiety as discovering a minimum pension hasn’t been met.

Few SMSF compliance issues create as much anxiety as discovering a minimum pension hasn’t been met.

Many SMSF trustees see the annual investment strategy review as a compliance obligation.
17/09/2026

Many SMSF trustees see the annual investment strategy review as a compliance obligation.

Many SMSF trustees see the annual investment strategy review as a compliance obligation.

A high number of people plan to use super to extinguish their mortgage as more people expect to retire still holding tha...
14/09/2026

A high number of people plan to use super to extinguish their mortgage as more people expect to retire still holding that debt.

A high number of people plan to use super to extinguish their mortgage as more people expect to retire still holding that debt.

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309 Kent Street
Sydney, NSW
2000

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

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