GFM Wealth Advisory

On Tuesday, we were delighted to host our Federal Budget & Division 296 seminar for clients and guests at Leonda by the Yarra.

Presented by GFM Wealth Senior Financial Advisers Paul Nicol and Patrick Malcolm, the session provided valuable insights into the recent changes to tax, superannuation and wealth planning, including the impact of Division 296, Capital Gains Tax reforms, negative gearing and discretionary trusts.

It was fantastic to see such strong attendance and engagement throughout the presentation. Thank you to everyone who joined us.
With significant changes on the horizon, reviewing your financial strategies and seeking professional advice has never been more important.

The August edition of Trade Secrets is out now!

This edition features a range of insights, client stories, team milestones, and financial planning updates, including the following:

• New Tax Changes: A Focus on Winners and Losers
• Witi: My 30 Years at GFM
• Baby News! Congratulations to Sam and Blair, and Orrin and Kirsten
• Markets in Review: The 2025-26 Financial Year
• Chris and Jane: Clients of GFM Since 2017
• Structured Giving: An Introduction to Private Ancillary Funds
• SMSFs: The Hidden Cost of Going It Alone
• The End of SMSF Borrowing for Residential Property
• Helping Kids and Grandkids into Their First Home
• Quarterly Business Lunch: Federal Budget Tax Changes
• SMSF Association Annual Conference
• GFM Podcast – Episode 15

Published quarterly, Trade Secrets is our way of keeping clients informed, inspired, and connected with what's happening at GFM and across the broader financial services industry.

We hope you enjoy this edition and would love to hear your feedback.

Read the August edition here: https://tinyurl.com/trade-secrets-aug-2026

GFM Wealth Advisory - Trade Secrets Newsletter GFM Wealth Advisory offers Self Managed Super Fund, Investment Management, Financial Planning and Accounting services. The key objective of GFM Wealth Advisory is to provide our clients with comprehensive financial advice to assist them meet their financial goals and objectives. We aim to deliver th...

The June edition of Trade Secrets is out now!

This edition features the following topics:

• Office Move - Now Complete
• GFM Women's High Tea
• Client Profile: Richard & Grevis - Clients Since 2020
• Introducing Angelique Domingo
• Contribution & Transfer Balance Cap Increases From 1 July 2026
• Division 296 - Superannuation Tax - Status As At May 2026
• Making Super Contributions For Your Children Or Grandchildren
• Macquarie Authenticator App - Tips To Ensure It's Working When You Need It Most
• Annual Golf Day
• Estate Planning Seminar
• GFM Podcast

This newsletter is produced four times a year, and is our way of keeping clients informed, inspired, and connected to what's happening within our team and the broader financial services industry.

We hope you enjoy reading, and we’d love to hear what you think.

Click below to read the June edition: link to website
https://tinyurl.com/bdzbpwce

GFM Wealth Advisory - Trade Secrets Newsletter GFM Wealth Advisory offers Self Managed Super Fund, Investment Management, Financial Planning and Accounting services. The key objective of GFM Wealth Advisory is to provide our clients with comprehensive financial advice to assist them meet their financial goals and objectives. We aim to deliver th...

On Monday, we hosted our Estate Planning lunch seminar at Leonda by the Yarra. Our special guest presenter was Rowdy Johnson, Practice Leader at Moores.

The seminar focused on a range of Estate Planning topics, including wills, the significance of asset ownership, what assets are covered by a will, the roles and application of Powers of Attorney, superannuation, family trusts, and estate disputes.

This seminar was extremely popular, and the feedback was excellent. Everyone appreciated the opportunity to attend such a valuable and insightful presentation. Thanks again to Rowdy!

Estate planning is complex, and it is essential to review your estate plan regularly.

We were delighted to host our 23rd Annual Golf Day at Riversdale Golf Club on Friday, 20 March 2026, joined by many of our keen golfing clients. With perfect weather and the course presented in excellent condition, it was a fantastic day enjoyed by all.

It was also great to welcome several new players this year, adding to the strong sense of community and friendly competition that defines this event each year. Thank you to everyone who joined us and helped make the day such a success.

🏆 Congratulations to our winning team — Greg Selkrig, Steve Chandler, Wayne Andersen, and David Harris — who took out the Ambrose with an impressive score of 52.57.

🥈 Runners-up were Adam Hilton, Neil Hamley, Daniel Moore, and Riley Hilton, finishing close behind with a score of 53.90.

We’re already looking forward to doing it all again next year.