Wattle Partners
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Wattle Partners (AFSL 383169) is a highly skilled private wealth management and financial advisory business. Wattle Partners provides tailored financial and investment advice to long-term clients, family groups and corporates. We focus on constructing and managing long-term investment strategies that fit each investor’s requirements and with a focus on risk mitigation. Wattle Partners is a private
24/06/2026
Headlines today are bigger than the impact.
New borrowings for residential property within SMSFs are out.
Existing arrangements and commercial property borrowing remain untouched, and only one in ten SMSFs borrows at all, representing roughly three per cent of total SMSF assets.
For most of our clients, this changes nothing.
Drew Meredith told AccountantsDaily: "For our clients in retirement it changes little, because borrowing to buy property has never belonged in a retirement plan."
Read the full article:
SMSF borrowing changes draw mixed industry response Some professionals have warned that the changes will destroy trust in Australia's retirement system, while others say the effect on trustees will be minimal.
If you're in your early 60s and still working, there's a legal, straightforward way to pay less tax, without reducing your take-home pay or touching your lifestyle.
Drew Meredith breaks it all down in this video. No jargon, just a simple explanation of how the strategy works and what it could mean for you.
If this sounds like it could apply to you, we'd love to help you understand whether this strategy makes sense for where you're at.
Contact us today and start your retirement journey with confidence. https://www.wattlepartners.com.au/contact-us/
22/05/2026
US$600 billion. One year. Four companies.
Microsoft, Alphabet, Amazon and Meta will spend more on AI infrastructure in 2026 than the entire GDP of Sweden.
If you hold a global equity ETF, you already own all four, around 15% of your global shares exposure.
That's not a reason to panic. It's a reason to know what you own.
Drew Meredith breaks it down in his latest article in The Golden Times: https://www.thegoldentimes.com.au/meta-tanked-google-rallied-picking-winners-gets-harder/
Two of the biggest retirement regrets we see are sitting at the opposite ends of the same problem.
The first is panic-selling. Markets fall in year one or two of retirement, headlines get scary, and people move to cash. The solution isn't courage. It's structure. Enough cash to not need to sell. Enough diversification to not be wiped out.
The second is the opposite. Clients who saved their whole life and can't switch the instinct off. Terrified to waste their savings, they miss the travel, the experiences, the time with grandchildren.
watch the full video: https://youtu.be/bnT8n1ZQSQ8?si=eW0XHQ2P9_wdpyUV
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Level 4, 125 Flinders Lane
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