May 2026 - Wealth Adviser Newsletter (Issue 137)

Issue 137 Highlights

In this edition:

1. When the Loan Becomes a Gift: Why Family Lending Needs a Document

2. The Home You’re Sitting On: Reverse Mortgages and the Government Scheme Almost No One Knows About

3. Working Past 65: How Tax, Super, and Centrelink Now Fit Together

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.