In our experience, a financial adviser needs to have an investment philosophy to give structure and consistency to their advice. In this video, James explains the basics behind Steward Wealth’s Low Volatility Investment philosophy.
What’s this $3m tax on super? Explaining Division 296 tax
As the 2025-2026 financial year approaches, clients are hearing about Division 296—a proposed 15% tax on superannuation earnings over $3M. This blog explains the details, formulas, and worked examples to understand this new tax.