The Federal Budget has reshaped the conversation for investors, introducing proposed changes across capital gains tax, trusts and negative gearing that will have meaningful implications for how Australians plan, invest and structure wealth. Our Principal Wealth Adviser Susan Buda, CFP® shares her insights in The Australian Financial Review on what investors need to know post Budget, including tips for first home buyers, property and share investors, retirees and those with trusts: “Investors should stay focused on their long-term objectives and cash flow position. Unless there is a material shift in personal circumstances or policy settings, maintaining a well-considered strategy is often preferable to reacting prematurely.” Read the full article here: https://lnkd.in/gMNBvb3e #FederalBudget #FinancialAdvice #WealthManagement #FinancialPlanning #AFR
About us
Our mission is to elevate lives by leveraging the capabilities and expertise only the largest financial institutions can provide while delivering a deeply personalised experience. As your trusted partner and advocate, we bring clarity to complexity, empower your aspirations, reimagine the intersection of life and finances. Please visit www.focuspa.com.au
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https://www.focuspa.com.au
External link for Focus Partners Australia
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- Financial Services
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- 51-200 employees
- Headquarters
- Sydney, NSW
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Employees at Focus Partners Australia
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We're #hiring a new Client Service Officer in Brisbane, Queensland. Apply today or share this post with your network.
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We're #hiring a new Client Service Officer in Brisbane, Queensland. Apply today or share this post with your network.
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