Northeast Wealth

13/05/2026

🚨 The 2026 Federal Budget could fundamentally reshape how Australians invest, structure wealth and retire.

Today we unpacked:

🏠 Proposed negative gearing overhaul
📈 Removal of the 50% CGT discount from 1 July 2027
💰 New minimum 30% tax on capital gains and trust distributions
👴 Private health rebate changes for retirees
📊 Whether bracket creep has quietly become a long-term budget repair strategy

Some of the numbers are massive. An $800k negatively geared property will commonly become ~$9,000 p.a. worse off in after-tax cashflow under the proposed rules.

We also discuss:
⚖️ Winners vs losers across property and shares
🏦 Whether super becomes even more attractive
👫 Why couples and trust structures may need review before 2027

Importantly: these are still proposals, not law.

🎥 Watch the full livestream here:

In this emergency Australian Retirement Podcast episode, Drew and James unpack last night's Federal Budget - including the abolition of negative gearing on e...

16/01/2026

Retirees worry about their financial health. But are we ignoring more important factors in the process?
Your physical health is a critical driver of your happiness in retirement.

How important is the physical health? Watch the video here:
https://youtu.be/auQdwdQvfw4?si=sz_Imux4bKCy5ghd&t=1774

14/01/2026

You don’t have to build your financial success on your own.
We’re right here with you.

If you want to speak with our team and learn more about our financial planning process, we’ll take you through everything you need to know - no commitments, no strings attached.

Book a discovery call here: https://www.northeastwealth.com.au/

12/01/2026

A deeper look into the retirement happiness index…
When you retire, life’s challenges don’t magically disappear. Luckily, there are research-backed paths which can help you to have a smoother transition and live a happier life.

Hear from Challenger’s Mandy Mannix, who explains how the retirement happiness index is tracked and how Australians can improve their numbers.

Watch the full episode here: https://youtu.be/auQdwdQvfw4?si=sz_Imux4bKCy5ghd&t=195

09/01/2026

This is something not a lot of people know about estates.
The first 3 financial years after transferring an estate looks very different from the remainder. If you’re looking to finalise an estate, it’s generally better to act early!
Listen to Drew and James break them down in this clip.

Full discussion here:
https://youtu.be/QjGcGdKyVvI?si=TiEqepuNg3stdUxR&t=1256

07/01/2026

Great relationships are not something that happens by chance. We spend time diligently crafting a member experience that is smooth, and gets to the heart of the things that matter to those we serve
Are you looking for a financial advisor who can offer the insight and guidance you need most? Look no further.

Talk to our team of advisors today: https://www.northeastwealth.com.au/

05/01/2026

Incredibly, an estimated 50% to 60% of Australians will pass without a will.
Most Australians hold critical misconceptions about their estate and what will happen if they pass without proper estate planning.
So what happens next? Here’s the hard, but necessary, truth.

Watch full video here:
https://youtu.be/QjGcGdKyVvI?si=kzAT1pZLBjlWXuOP&t=1075

02/01/2026

What happens when you transition your Superannuation?

After years of accumulating wealth for your retirement, what normally happens next? Many retirees get lost in the mix, which could lead to uncertainty and stress.

Here’s what happens next, especially when you have RAP facilities.
Full discussion: https://youtu.be/QjGcGdKyVvI?si=tg-Ac2lTFwjaleAx&t=616