THE ADVISER’S NOTEBOOK
July 2026
Welcome to the July Edition of the Adviser’s Notebook!
👉 Take a few minutes to explore this month’s articles here.
Gavin Glozier, Grad Dip, Fin Plan
CEO & Principal Financial Adviser
P 1300 763 498 • M 0408 155 140
Level 17, Angel Place, 123 Pitt Street, Sydney NSW 2000
Live the life you want to live.
THE TOP FIVE THINGS NEEDED IN THE COMING BUDGET
A sharp, investor‑lens take on what the next Federal Budget should prioritise: targeted relief (not a spending splash), spending restraint, real tax reform, and productivity fixes that actually lift long‑term growth.
FEDERAL BUDGET 2026: IMPLICATIONS FOR PROPERTY, CAPITAL GAINS AND TRUSTS
An overview of the proposed changes to capital gains tax, property settings, and trust structures. Particularly relevant for investors thinking about how the rules may evolve from 2027 onwards.
AT A GLANCE: BUDGET 2026
A concise summary of the latest Federal Budget, outlining key priorities around tax changes, cost‑of‑living measures, and broader economic direction — useful context for understanding the year ahead.
CAPITAL GAINS TAX EXPLAINED
A straightforward explanation of how CGT works, when it applies, and how gains are calculated — useful for anyone reviewing investment performance or planning ahead.
ECONOSIGHTS: IS AUSTRALIA A RICH COUNTRY?
A broader look at Australia’s economic position, exploring wealth, income, and living standards — and how they connect to the financial choices individuals make over time.
EOFY TIPS FOR RETIREES
A practical guide focused on retirees, including pension considerations, withdrawals, and key areas to review before year-end to stay aligned with longer-term retirement plans.
