Sonas Wealth

15/07/2026

Excited our Principal has been acknowledged in two specialist categories. A very proud team was behind him coordinating strategy, research, implementation and ongoing services leading to these nominations

Sonas Wealth has achieved a significant milestone, with Liam Shorte named finalist in 2 Categories in the 2026 Australian Wealth Management Awards.

🏆 William (Liam) Shorte

Finalist — Adviser of the Year - SMSF

Finalist — Executive of the Year - SMSF

This recognition in the executive category is particularly meaningful as this year we moved form a one-man-band to a team of 3 SMSF Specialist Advisors, Liam Shorte - SMSF Coach FSSA, Damian Hearn and Cameron Holdsworth and now the addition of Actuary, Adam Fusca, who is also going to do the PY Year and become a Financial Adviser bringing his expertise to help us with risk and longevity management for our clients.

Next year we have no doubt our new advisers will be on the podium too and being recognised for our holistic advice not just SMSFs.

08/07/2026

Had a great time talking about preparing for the When not the If there will be a market correction with James Kirby on the The Australian Money Puzzle podcast. What are you doing to be prepared?
https://www.theaustralian.com.au/business/the-money-puzzle/podcast/7a85c31037169423b8ee742095a2cc07?

The Money Puzzle

29/06/2026

Very informative video,for small cap investors or venture capital investors based on new CGT rules https://www.linkedin.com/posts/brycki_what-if-i-told-you-the-government-could-now-ugcPost-7477149651138408448-zzIE?

What if I told you the government could now tax you at more than 100% of your real investment gains? It sounds absurd, but that's exactly what can happen. In this video I explain how it can happen, why it's an unintended consequence of the new capital gains tax, and the steps investors can take to r...

29/06/2026

Our latest Substack article deals with the reality of current family living and financial support. With more and more adult children living at home longer and then requiring help from the Bank of Mum & Dad for a start in the property market, this all has implications for retirement and estate planning. This is not necessarily a bad thing but the affect on your retirement funding needs to model the consequences so you can help with confidence rather than trepidation. What are your thoughts?

Managing the affect of the realities of modern families on retirement & estate planning

27/06/2026

Latest stats show SMSf growth continues as a valid option for some. We provide analysis of all options for our clients.

The Death of SMSFs has been called many times over the last 2 decades. The latest ATO stats (March 2026) show the true story and the banning of LRBAs will only dent the future numbers as the CGT changes will support superannuation growth and SMSFs as a strong sub-sector.

Source: https://www.ato.gov.au/individuals-and-families/super-for-individuals-and-families/self-managed-super-funds-smsf/smsf-newsroom/highlights-smsf-quarterly-statistical-report-march-2026

23/06/2026

Bloody Greens! Always reducing personal choice

The SMSF Association is highly concerned by the government's announcement of a ban on LRBAs used to acquire residential property.

20/06/2026

Testamentary Trusts are again safe for the majority of our clients. Big sigh of relief!

https://www.linkedin.com/posts/taralucke_well-that-wasnt-on-my-2026-bingo-card-activity-7473248030360707072-1FeW?

Well, that wasn't on my 2026 bingo card... After weeks of uncertainty, the Government has announced that testamentary discretionary trusts will be exempt from the proposed 30% minimum tax on discretionary trusts. Which means the tax concessions for minors receiving income from inherited assets remai...

19/06/2026

While an SMSF can put you in control, that still means you can bring in an expert for strategy. So, is hiring a financial advisor worth it? let's see what the research studies say?

- Vanguard's "Advisor's Alpha" studies have consistently found that financial advisors add around 3% in net annual returns for clients.

- Russell Investments' 2024 "Value of an Advisor" study found that advisors add about 3.52% in value per year to client portfolios.

- The Retirement Income Institute published a study ("Using a Financial Planner and Portfolio Performance") that found that investors who used a financial planner achieved significantly higher returns than self-directed investors for the same level of risk in their portfolios.

- Research from the Centre for Economic Policy Research observed that investors who delegate to a financial advisor achieve greater diversification, lower risk, and lower probability of large losses compared to those managing money on their own.

- Morningstar's "Mind The Gap' study found that from 2013-2022, fund investors' actual dollar-weighted returns lagged the funds' reported total returns by 1.7% per year on average. This is because they were trying to time the market. Financial advisors help people avoid market timing.

- More research from Vanguard ("Putting a Value on Your Value") has shown that advisors can create withdrawal plans to help clients minimize the total taxes paid over their retirements, thereby increasing their wealth and the longevity of their portfolios.

- A Hearts & Wallets study ("The Power of Planning: Proven Benefits That Transform Consumer Financial Outcomes") found that Americans with a financial plan reported increased savings, better asset allocation, and more confidence in financial decision-making compared to those without a plan.

- More research from Morningstar ("Alpha, Beta, and Now…Gamma") found that astute financial planning can increase a retiree’s sustainable income by about 29%. That's equivalent to roughly what a 30% larger nest egg would generate.

Then visit our ratings to see what our clients’ say https://www.adviserratings.com.au/adviser/278214/Liam-Shorte

So yeah, hiring an advisor is generally worth it. 😁

Source; James Pollard