Sonas Wealth

29/07/2026

For non-superannuation assets, we have been searching for a Capital Gains Tax Calculator to reflect the final legislated CGT rules and we found a decent on at Stockspot. You can now model exactly how the changes could affect your own investments. It confirms why getting a valuation right before the rules change can matter so much. In some cases, relying on the Government's default valuation method instead of obtaining your own valuation could mean paying a lot more in extra capital gains tax.
Try it here:

Australia's capital gains tax rules are changing from 1 July 2027. Estimate how cost base indexation and a 30% minimum tax rate could affect you.

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...