Steward Wealth

15/07/2026

Intergenerational wealth isn't just about inheritance.

When people think about passing wealth to the next generation, estate planning is often the first thing that comes to mind. But some of the most effective strategies begin long before wealth is transferred.

A strategy recently highlighted by Anthony Picone and featured in the demonstrates this perfectly.

For eligible teenagers with part-time employment, a $1,000 personal super contribution can attract a $500 government co-contribution.

The government contribution is valuable, but decades of compounding that follow may be even more valuable.

As Steward Wealth Director James Weir notes:

"The earliest dollars work the hardest."

It's a powerful reminder that successful wealth transfer is often the result of planning early, not simply planning later.

Read the full article here: https://www.afr.com/wealth/personal-finance/the-10-000-super-and-first-home-hack-for-teens-20260625-p609xb?&utm_source=facebook&utm_medium=organic_social&utm_campaign=company

Savvy parents are using low-income superannuation rules to secure a $500 government co-contribution, giving their teenagers a major financial head start.

14/07/2026

It's easy to feel like every rule change requires a new strategy.

In reality, most successful wealth building principles have remained remarkably consistent for decades.

The headlines may change, but the fundamentals rarely do.

Here's our perspective on what investors should remember amidst another round of legislative change.

07/07/2026

𝗘𝘃𝗲𝗿𝘆 𝟭 𝗝𝘂𝗹𝘆 𝗯𝗿𝗶𝗻𝗴𝘀 𝗮 𝗳𝗿𝗲𝘀𝗵 𝘄𝗮𝘃𝗲 𝗼𝗳 𝗹𝗲𝗴𝗶𝘀𝗹𝗮𝘁𝗶𝘃𝗲 𝗰𝗵𝗮𝗻𝗴𝗲𝘀.

This year is no different.

From superannuation contribution caps to retirement phase limits and broader tax reforms, there is plenty competing for investors' attention.

The challenge isn't understanding each individual change.It's understanding what they mean collectively.

In this carousel, we explore what has changed, why it matters and the questions Australian investors should be asking.

Read our perspective.

23/06/2026

𝐀𝐥𝐥-𝐭𝐢𝐦𝐞 𝐡𝐢𝐠𝐡𝐬 𝐦𝐚𝐤𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐮𝐧𝐞𝐚𝐬𝐲.

The instinct is often to reduce risk at precisely these moments.

History suggests market strength is more often a feature of compounding than a warning sign.

𝐃𝐨 𝐚𝐥𝐥-𝐭𝐢𝐦𝐞 𝐡𝐢𝐠𝐡𝐬 𝐦𝐚𝐤𝐞 𝐲𝐨𝐮𝐫 𝐦𝐨𝐫𝐞 𝐜𝐚𝐮𝐭𝐢𝐨𝐮𝐬 𝐨𝐫 𝐦𝐨𝐫𝐞 𝐜𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐭?

Our investment philosophy is built on evidence, discipline and long-term thinking rather than short-term market predictions. Learn more here: https://stewardwealth.com.au/our-investment-philosophy/?utm_source=facebook&utm_medium=organic_social&utm_campaign=wcoe&utm_content=carousel

22/06/2026

𝐀𝐫𝐞 𝐞𝐦𝐞𝐫𝐠𝐢𝐧𝐠 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐛𝐚𝐜𝐤 𝐢𝐧 𝐟𝐚𝐯𝐨𝐮𝐫 — 𝐨𝐫 𝐣𝐮𝐬𝐭 𝐛𝐚𝐜𝐤 𝐢𝐧 𝐡𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬?

After years of underperformance, attention is returning — but so are expectations.

Cycles in global leadership tend to be long, uneven and rarely comfortable to time.

𝐈𝐬 𝐭𝐡𝐢𝐬 𝐚 𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐚𝐥 𝐬𝐡𝐢𝐟𝐭 𝐢𝐧 𝐠𝐥𝐨𝐛𝐚𝐥 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 — 𝐨𝐫 𝐚 𝐥𝐚𝐭𝐞-𝐜𝐲𝐜𝐥𝐞 𝐫𝐚𝐥𝐥𝐲?

Emerging markets can play an important role in diversification, but only within the context of a broader strategy. Learn more about portfolio construction here: https://stewardwealth.com.au/building-your-portfolio/?utm_source=facebook&utm_medium=organic_social&utm_campaign=wcoe&utm_content=carousel

21/06/2026

𝐉𝐮𝐧𝐞 𝐡𝐚𝐬 𝐚 𝐫𝐞𝐩𝐮𝐭𝐚𝐭𝐢𝐨𝐧 𝐢𝐧 𝐀𝐮𝐬𝐭𝐫𝐚𝐥𝐢𝐚𝐧 𝐦𝐚𝐫𝐤𝐞𝐭𝐬.

It is often described as one of the weaker months for equities.

History does show softer average returns — but short-term patterns rarely define long-term outcomes.

𝐃𝐨 𝐬𝐞𝐚𝐬𝐨𝐧𝐚𝐥 𝐩𝐚𝐭𝐭𝐞𝐫𝐧𝐬 𝐢𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞 𝐲𝐨𝐮𝐫 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 — 𝐨𝐫 𝐚𝐫𝐞 𝐭𝐡𝐞𝐲 𝐣𝐮𝐬𝐭 𝐧𝐨𝐢𝐬𝐞?

Seasonal market movements are difficult to predict and often temporary. Learn how portfolio construction can help manage volatility over time here: https://lnkd.in/gK_57pcz

04/06/2026

𝗪𝗵𝗮𝘁’𝘀 𝗖𝗮𝘂𝗴𝗵𝘁 𝗢𝘂𝗿 𝗘𝘆𝗲 – 𝟱𝘁𝗵 𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟲

After years of US market leadership, other regions are stepping up. This week's charts highlight the benefits of diversification, strong earnings growth in the US, the impact of a rising Australian dollar on offshore investments, and encouraging signs that the market rally is broadening beyond the largest companies.

Each week our investment team meets to review global markets and discuss the themes shaping investor sentiment.

28/05/2026

𝐖𝐡𝐚𝐭’𝐬 𝐂𝐚𝐮𝐠𝐡𝐭 𝐎𝐮𝐫 𝐄𝐲𝐞 – 𝟐𝟗𝐭𝐡 𝐌𝐚𝐲 𝟐𝟎𝟐𝟔

This week’s charts highlight the growing role of investors in Australia’s housing market, weak consumer sentiment, and strong US earnings driven by AI. We also look at advances in autonomous driving and some surprising trading activity in the US.

Each week our investment team meets to review global markets and discuss the themes shaping investor sentiment.

21/05/2026

𝗪𝗵𝗮𝘁’𝘀 𝗖𝗮𝘂𝗴𝗵𝘁 𝗢𝘂𝗿 𝗘𝘆𝗲 – 𝟮𝟮𝗻𝗱 𝗠𝗮𝘆 𝟮𝟬𝟮𝟲

This week’s charts highlight rising living costs in Australia, increasing private health insurance premiums, and changing leadership across global markets. We also explore the unexpected impact of GLP-1 drugs on consumer behaviour, and the growing gap between house prices and incomes.

Each week our investment team meets to review global markets and discuss the themes shaping investor sentiment.

17/05/2026

The 2026 Federal Budget introduces major changes across investment, residential property and tax planning.

In our latest update, we summarise the key announcements most relevant to our clients, including changes to:

• Capital Gains Tax
• Negative gearing
• Discretionary trusts
• Small business tax measures

Read the full update here: https://stewardwealth.com.au/2026-federal-budget/

A summary of the 2026 Federal Budget, outlining key tax changes to property, investments and trusts, and what they may mean for your wealth strategy.