Wilson Asset Management

03/06/2026

WAM Alternative Assets (ASX: WMA) Portfolio Manager Nick Kelly has shared his latest insights with Livewire Markets on why now may be a compelling time to consider real estate.

Nick discusses the opportunity emerging from market dislocation, subdued unlisted property valuations and the importance of partnering with best-in-class managers to identify long-term value.

Read the article here:

Market dislocation is opening a rare window to invest in high-quality unlisted real estate.

02/06/2026

An "insane, illogical, bad policy."
That's how Wilson Asset Management's Geoff Wilson describes the federal government's proposed capital gains tax changes, and he's launched a petition that's already attracted more than 11,000 signatures in its first week.
On this week's Switzer, Geoff joins Peter to explain why he's taking on the treasurer and what the changes will mean for younger investors and Australian businesses.
Plus FNArena's Rudi Filapek-Vandyck on why AI is now pulling on commodity prices and lifting BHP's outlook, and Paul Rickard asks: is this the rotation investors have been waiting for?
Watch now 👉 https://ausbiz.co/4x1TBbp

02/06/2026

WAM Capital (ASX: WAM), WAM Microcap (ASX: WMI), WAM Research (ASX: WAX) and WAM Active (ASX: WAA) Investment Analyst Sophia Mulligan discusses the key themes shaping opportunities across the small-to-mid cap market, from geopolitics and energy costs to EVs, AI and data centres.

Hear Sophia's insights, including stocks the investment team are watching.

01/06/2026

The ASX has rebounded, oil prices have softened, and AI-led growth continues to underpin markets.

In this week’s The Weekly, we explore the key forces driving recent market movements and what they may mean for investors.

Read the full update here:
https://wilsonassetmanagement.com.au/the-weekly-asx-rebounds-oil-prices-fall-and-ai-led-growth-supports-markets/

Join over 10,000 people and sign our petition against changes to CGT: https://wilsonassetmanagement.com.au/capitalgainstax/

Australian equities finished the week on a stronger footing, with the S&P/ASX 200 rebounding as optimism around a potential resolution to the US-Iran conflict improved sentiment. The index rallied sharply into Friday, rising 1.6% on the day, as gains across financials and resources drove the market....

29/05/2026

More than 10,000 individuals have signed our petition, standing against the illogical changes to capital gains tax that risk affecting everyday Australians, including investors, young people, retirees, small business owners and families working hard to build their financial future.

Thank you to everyone who has already signed and shared our petition thus far. Your support is helping us reach more people and build real momentum.

Every signature counts. Every share helps.

Sign here: https://wilsonassetmanagement.com.au/capitalgainstax/

27/05/2026

On Monday, we launched our petition against the changes to capital gains tax.

This is the strongest initial uptake we have had to a petition, demonstrating how many Australians are against these changes.

Please share the petition with your network and if you haven't already done so, sign here: https://wilsonassetmanagement.com.au/capitalgainstax/

24/05/2026

Please stand with us and sign the petition to stop the Australian Government's changes to capital gains tax (CGT). These changes go far beyond property. They will impact Australians who invest in shares, build businesses, grow family farms and save for their future.

This is a tax on aspiration, investment and productivity. When risk-taking is taxed more heavily; fewer Australians invest, fewer businesses are built and economic growth slows.

The Government plans to abolish the 50% CGT discount, replacing it with cost base indexation to CPI, a 30% minimum tax on capital gains and applying partial time-apportioned grandfathering to existing gains. These changes will have significant unintended consequences.

Sign the petition here:

In the recent Federal Budget, the Government has announced plans to abolish the 50% CGT discount, replacing it with cost base indexation to CPI, a 30% minimum tax on all capital gains and applying partial time-apportioned grandfathering to existing gains. This campaign relates to a petition to stop....

22/05/2026

Small-to-mid cap (ASX: WAM, WMI, WAX and WAA) Lead Portfolio Manager Oscar Oberg joined Livewire Markets' Buy Hold Sell to discuss growth opportunities, sharing his thesis on Regis Healthcare (ASX: REG), Megaport (ASX: MP1) and IPD Group (ASX: IPG).

Watch here:

Budget noise or not, Aussie innovation rolls on. Oscar Oberg and Alex Shevelev share 6 small-cap growth stocks with big potential.

21/05/2026

Wilson Asset Management founder Geoff Wilson fears Labor’s proposed minimum 30 per cent capital gains.

19/05/2026

Chairman and Chief Investment Officer Geoff Wilson AO joined Sky News Australia's Ross Greenwood on 'Business Weekend' to discuss the policy settings needed to support investment, productivity and long-term economic growth.

Watch here:

Budget debate opens a genuine policy choice in the Albanese Government, Opposition leader Angus Taylor outlines plans to index tax scales. Plus, Coles faces ...