Burrell Stockbroking & Wealth Management

31/05/2026

Key takeaways from the Federal Budget 2026 with Robert Chan, Wealth Management Director.

From a positive outlook on superannuation investing, to changes around negative gearing, capital gains tax and trusts, Robert touches on what these shifts could mean for you.

You can also listen to our latest episode of The Burrell Brief, where Managing Director Chris Burrell unpacks what the budget really means for your portfolio.

🎧 Listen now:
Spotify: https://bit.ly/Burrell-Brief-Ep5-Spotify
Apple: https://apple.co/4dhApi4

27/05/2026

ON THE BLOG: Budget Night, Banks and the Big Picture

Markets continue to navigate uncertainty, shifting expectations, and evolving economic conditions. In his latest blog, Chris Burrell shares insights on the factors influencing investor sentiment and what to watch in the months ahead.

Read the full update here: https://www.burrell.com.au/chris-burrell-blog-may-2026

27/05/2026

Financial empowerment, and why working with a financial advisor is beneficial | Dylan Katzer, Director

DISCLAIMER: The information in this video is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions. Burrell Stockbroking Pty Ltd (ABN 82 088 958 481; AFSL 247431), a Participant of the ASX Group and the NSX.

25/05/2026

Selling at the Top vs. Buying at the Dip - Timing the Market Is Hard. Here's What Works Instead.

Everyone wants to sell at the peak and buy at the bottom. Almost nobody actually does it successfully.

Why? Because at the peak, everything feels great and selling feels unnecessary. And at the bottom, fear is loudest but buying feels terrifying.

What actually works for long-term investors is a different approach:

✅ Regularly reviewing whether holdings are fairly valued or overpriced
✅ Taking some profits from businesses that have run hard and look stretched
✅ Maintaining a watchlist of quality businesses you'd love to own at the right price
✅ Having the discipline, and the cash, to act when opportunities appear

It's not about timing the market. It's about being prepared for whenever the market gives you an opportunity.

Is your portfolio set up for that?

Let's talk strategy. Reach out to your Burrell adviser or call us on 1300 4 BURRELL (1300 4 287 735) - because the best time to prepare is before the opportunity arrives.

22/05/2026

Why diversification is important as a longterm investor | Patrick Shannon, Senior Investment Advisor

DISCLAIMER: The information in this video is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions. Burrell Stockbroking Pty Ltd (ABN 82 088 958 481; AFSL 247431), a Participant of the ASX Group and the NSX.

19/05/2026

The 70/30 Rule of Uncertain Markets
When facing uncertainty, experienced investors don't try to predict the future - they assign probabilities to outcomes and position accordingly.

Right now, a sensible framework for the current global environment might look like this:

70% - Short-term resolution. Markets stabilise, supply disruptions ease, and portfolios recover their recent dips.

30% - Prolonged disruption. Conflict escalates, energy markets remain volatile, inflation re-accelerates, and central banks are forced to respond.

That 30% isn't a reason to panic. It's a reason to plan.

Having a buffer, whether that's cash, quality defensive stocks, or reduced exposure to overpriced assets, means you're not caught off guard if the minority outcome becomes reality.

Good investing isn't about being right. It's about being ready.

Is your portfolio ready for either scenario? Talk to your Burrell adviser on 1300 4 BURRELL (1300 4 287 735) - let's build a plan that works in both directions.

19/05/2026

The Federal Budget has introduced a number of proposed tax and structural changes that investors should be aware of.

In the latest episode of The Burrell Brief, Bill McDonald sits down with Chris Burrell, Managing Director, to unpack the proposed changes to negative gearing, capital gains tax, trusts and the broader market reaction.

Listen now:

Spotify https://bit.ly/Burrell-Brief-Ep5-Spotify
Apple https://apple.co/4dhApi4

18/05/2026

Risk Tolerance When Investing | Adam Dight, Senior Wealth Management Advisor

DISCLAIMER: The information in this video is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions. Burrell Stockbroking Pty Ltd (ABN 82 088 958 481; AFSL 247431), a Participant of the ASX Group and the NSX.

15/05/2026