Blueprint Wealth

An update from our Chief Investment Officer - Jarryd Thraves:

As we close out the 2025–26 financial year, we’re pleased to share the strong performance delivered by our SMA portfolios across the full range of risk profiles.

When compared broadly against investment options from some of Australia’s largest superannuation funds, our SMA portfolios delivered higher annual returns across every risk profile assessed to 30 June 2026.

What makes these results particularly encouraging is that, in the majority of the comparisons, this performance was achieved while maintaining lower exposure to growth assets — highlighting the strength of the portfolio construction and investment approach.

From conservative through to high growth, the results demonstrate that our SMA offering remains highly competitive.
Performance figures are for the 12 months to 30 June 2026. Comparisons are based on selected investment options with broadly comparable growth-asset exposures. Past performance is not a reliable indicator of future performance. Investment returns and capital values can fluctuate.

Celebrating 25 Years of Blueprint Wealth 🥂✨

What a night! Our 2026 EOFY Dinner was an extra-special one this year as we celebrated not only the achievements of the past financial year, but an incredible milestone — 25 years of Blueprint Wealth.

It was a fantastic opportunity to come together as a team, reflect on what we’ve achieved and recognise the people whose dedication, professionalism and commitment continue to make Blueprint what it is today.

A huge congratulations to our 2026 award winners:

🏆 Relationship Manager of the Year – Laura
🏆 Associate of the Year – Kosta
🏆 Paraplanner of the Year – Rochelle
🏆 Adviser of the Year – Brad & Jarryd
🏆 Team Member of the Year – Krystal

A very well-deserved recognition of the contribution each of you makes to our team and, most importantly, to our clients.

As we celebrate 25 years of Blueprint Wealth, we’re also incredibly grateful to every team member — past and present — who has played a part in our journey and helped shape the business we are today.

25 years of people, advice, trust and growth — and plenty more still to come. 💙🥂

Here’s to the next chapter!

A new financial year is a great time to check in on your financial plans.

With a new financial year underway, now is an ideal time to review where you are, where you’re heading, and whether your current strategy is still working towards the things that matter most to you.

Changes to superannuation, tax rules and contribution limits, along with changes in your own circumstances, can create opportunities to revisit your strategy.

Whether your goals have changed, you’re approaching a major life milestone, or you simply want to make sure you’re making the most of the year ahead, our team at Blueprint Wealth is here to help.

Reach out to us to discuss your goals and what the new financial year could mean for your financial plan.

Planning for the future is about more than finances—it's about creating confidence, security and peace of mind for individuals and their families.

Our Adviser, Peta Winkless, recently had the privilege of presenting at the Future Planning Forum hosted by Future Living Australia, sharing insights into the important role financial advice plays in helping families plan for the future with confidence.

A big thank you to Future Living Australia, Crosslinks and Carers WA for hosting such a valuable event and creating a supportive space for meaningful conversations. We were proud to be part of a forum that empowered carers and families with practical information and guidance for what's ahead.

Important reminder for retirees at EOFY:

If you draw a pension from your super, minimum pension payments must generally be made before 30 June.

Missing the minimum drawdown requirement can have tax and administrative consequences, and it can’t always be fixed afterwards.

If you’re unsure whether you’re on track, it’s worth checking in, sooner rather than later.

Please contact us if you’d like us to review this with you.

https://www.bpwealth.com.au/contact/or (08) 9423 0300

Thinking about topping up your super before 30 June?

In many cases, making personal contributions to super before EOFY can help reduce taxable income whilst boosting retirement savings.

With personal income tax rates set to be slightly lower from next financial year, acting this financial year may offer more value for some people, but the rules can be detailed and age‑dependent.

✔️ Contribution caps
✔️Eligibility rules
✔️Timing (contributions must be received before 30 June)

A short conversation with us today can help avoid regret later.

https://www.bpwealth.com.au/contact/or (08) 9423 0300

We’re excited to welcome Nathaneal Acharya (Nate) to the Blueprint Wealth team as Relationship Manager, supporting Daniel Viola and Jarryd Thraves, alongside Associate Jasmine Lihou.

Nate has built his career in financial services, gaining extensive experience in superannuation over the past 4–5 years. Through this work, he developed a strong understanding of long-term wealth structures and the importance of disciplined cash flow management in helping clients reduce financial stress and make confident, informed decisions.

As a Relationship Manager at Blueprint Wealth, Nate works closely with our advisers Jarryd Thraves and Daniel Viola, and clients to ensure a seamless, supportive, and well-communicated experience. He is passionate about building trusted relationships and ensuring clients feel informed, supported, and confident throughout every stage of their financial journey.

Since joining the team, Nate has already made a positive impact with his results-driven mindset, client-focused approach, and positive attitude. We’re thrilled to have him as part of the Blueprint family and look forward to the contribution he will continue to make.

With the End of Financial Year (EOFY) fast approaching, now is a great time to review your personal finances and, where relevant, take action before 30 June.

A few timely steps could give your finances a much needed boost.

The weeks leading up to 30 June can be one of the most valuable times of the year to review your finances. Small, well‑timed decisions can potentially reduce tax and strengthen your long‑term retirement position.

EOFY strategies are about making sure nothing important is missed.

Now is a great time to book a review with us to help you understand what options may be available for you to take advantage of.

Book in your EOFY review with us -

https://www.bpwealth.com.au/contact/ or (08) 9423 0300

Today we’re celebrating an incredible milestone — 10 years of Loretta Watson at Blueprint Wealth 🎉

Loretta is the warm, friendly face that greets our clients every single day, always with a smile and a genuine care for everyone she meets. Over the past decade, she has built such strong relationships with both our clients and team, and Blueprint simply wouldn’t be the same without her.

From keeping everything running smoothly at reception, to bringing people together through our social committee and events, there truly isn’t anything Loretta can’t do. Her kindness, positivity, and willingness to help make our workplace feel less like an office and more like a family.

We are so grateful for everything Loretta contributes to our team each and every day. Thank you for 10 amazing years — we can’t imagine Blueprint without you 💙

Case Study: Financial Advice During Separation

Separation can be complex—emotionally and financially. Seeking advice early can make a significant difference to long‑term outcomes. By working closely with experienced Perth family lawyers, we help clients make informed decisions and protect their financial future.

In this case, we supported a woman in her mid‑50s separating from her retired spouse in his early 70s. She was still working and contributing to superannuation, while he relied on a retirement income stream. Their assets included the former family home, a rental property, and inherited shares held by our client with potential capital gains tax considerations.

Our client wanted to retain the home for stability and was reluctant to take on debt. Initially, she planned to sell her shares. After careful analysis and collaboration with her lawyer, we recommended transferring part of the shareholding to her former partner, as his lower tax position produced a more favourable overall outcome.

This tailored strategy helped our client retain her home, reduce tax, and move forward with confidence—highlighting the value of professional financial advice during separation.

This case study is for illustrative purposes only and reflects one client’s circumstances. Outcomes will differ depending on individual situations.