Capitalwise

Capitalwise We provide holistic financial services advise to clients who come to us. We provide the one stop shop in relation to all their financial planning needs.

At Capitalwise, our team can offer clear, simple advice to help empower your decision making processes to assist you in taking control of your financial future. We know how to get the answers you seek through our own business relationships and experience. Have you asked yourself what you want from life? Do you know what you need? Are you confident to have the financial foundation to live the life

you dream about? Once you have asked these three questions, it is time to obtain professional advice and start building a sound financial plan. It is never too early or too late to take control of your finances. Leave the crystal ball to the soothsayers. Come to Capitalwise for informed, practical and achievable financial strategies. Protect your hard earned money and get it working for you.

There were nearly four times as many new residential loans written using limited recourse borrowing arrangements in FY20...
27/08/2026

There were nearly four times as many new residential loans written using limited recourse borrowing arrangements in FY2026 than the ATO’s data indicate, and the ban on LRBAs could have a greater impact on housing supply than the government suggests.

There were nearly four times as many new residential loans written using limited recourse borrowing arrangements in FY2026 than the ATO’s data indicate, and the ban on LRBAs could have a greater impact on housing supply than the government suggests.

Two significant deeming thresholds increased on 1 July 2026, the one at which the higher deeming rate of 3.25 per cent a...
24/08/2026

Two significant deeming thresholds increased on 1 July 2026, the one at which the higher deeming rate of 3.25 per cent applies, and the income-free threshold at which income in excess of the threshold begins to reduce the maximum age pension amount.

Two significant deeming thresholds increased on 1 July 2026, the one at which the higher deeming rate of 3.25 per cent applies, and the income-free threshold at which income in excess of the threshold begins to reduce the maximum age pension amount.

A healthy super balance doesn't always rule you out of the Age Pension
21/08/2026

A healthy super balance doesn't always rule you out of the Age Pension

A healthy super balance doesn't always rule you out of the Age Pension

New SMSFs that are required to lodge a self-managed super fund annual return by 31 October should start preparing now, t...
19/08/2026

New SMSFs that are required to lodge a self-managed super fund annual return by 31 October should start preparing now, the ATO said.

New SMSFs that are required to lodge a self-managed super fund annual return by 31 October should start preparing now, the ATO said.

The introduction of Division 296 has highlighted the value of contribution splitting and increased the usefulness of acc...
17/08/2026

The introduction of Division 296 has highlighted the value of contribution splitting and increased the usefulness of account equalisation strategies for both lower and higher-balance members, SMSF Alliance principal David Busoli has stated.



The introduction of Division 296 has highlighted the value of contribution splitting and increased the usefulness of account equalisation strategies for both lower and higher-balance members, SMSF Alliance principal David Busoli has stated.

Making the most of your peak earning years
14/08/2026

Making the most of your peak earning years

Making the most of your peak earning years

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely
11/08/2026

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely



Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely

Check out the this visualization, which tracks the evolution of dietary calorie intake from 1930 to 2026.
08/08/2026

Check out the this visualization, which tracks the evolution of dietary calorie intake from 1930 to 2026.

Check out the this visualization, which tracks the evolution of dietary calorie intake from 1930 to 2026.

Association of Superannuation Funds of Australia (ASFA) research has shown individuals across the country are overestima...
27/07/2026

Association of Superannuation Funds of Australia (ASFA) research has shown individuals across the country are overestimating how much super they will need in retirement.

Association of Superannuation Funds of Australia (ASFA) research has shown individuals across the country are overestimating how much super they will need in retirement.

The ATO is warning employers not to use the small business super clearing house (SBSCH) for any further contributions.
24/07/2026

The ATO is warning employers not to use the small business super clearing house (SBSCH) for any further contributions.

The ATO is warning employers not to use the small business super clearing house (SBSCH) for any further contributions.

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