February 2026 - Wealth Adviser Newsletter (Issue 131)

Issue 131 Highlights

In this edition:

  1. The Centrelink Puzzle: Understanding the Age Pension Means Tests and How They Shape Your Retirement

  2. Power of Attorney: The Document That Could Matter More Than Your Will

  3. The New Super Tax: What Division 296 Means for Large Balances — and Why Everyone Should Understand It

Plus Q&A section

Click the image to the right to download the full newsletter

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The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances.

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March 2026 - Wealth Adviser Newsletter (Issue 132)

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February 2026 - Wealth Adviser Newsletter (Issue 130)