SHB Business & Wealth Advisers

Although tax season keeps us busy, it's also the time we look forward to most. We get the opportunity to support a wide range of customers and make a real difference when they need us. ⭐

SPONSOR RENEWAL 👏👏👏

The Gillin Boys Foundation is lucky to have plenty of sponsors to assist us in our Fight For A Cure.

We are excited to announce that SHB Business & Wealth Advisers have recommitted as a BRONZE sponsor ($100-$249).

If you are interested in becoming a Gillin Boys Foundation sponsor please check out our website gillinboysfoundation.com.au or contact Christopher Gillin via [email protected] for more details.

We would like to thank SHB Business & Wealth Advisers for continuing to support our FIGHT to End Duchenne.

Please support those that support us.

THE MORE FUNDS WE RAISE, THE QUICKER THE CURE!!!

👉 Muscular Dystrophy Awareness Warrnambool 👈

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Explore our website for helpful payroll calculators and resources to stay on track with the upcoming changes.

The Fair Work pay guides are currently being updated and will be available closer to 1 July 2026.

If you need support in the meantime, reach out to our team who are here to help.

https://www.fairwork.gov.au/about-us/workplace-laws/annual-wage-review/annual-wage-review-2026

Social media has completely changed how we learn about money. From TikTok videos on budgeting hacks to Instagram posts about crypto investments, financial advice is now just a scroll away. But how reliable is this advice?

What is a finfluencer? — SHB Business and Wealth Advisers

The centerpiece of Tuesday night’s Federal Budget are proposals to limit capital gains tax (CGT) discounts and negative gearing on property investments, and the introduction of a permanent $250 Working Australians Tax Offset (WATO) in a bid to improve housing affordability and “rebalance a system which is more generous to assets than it is to labour”.

This summary provides a high-level look at key measures in the Albanese Government’s fifth Budget and what they mean for you.

2026–27 Federal Budget — SHB Business and Wealth Advisers A summary of the 2026–27 Australian Federal Budget, highlighting some of the key measures and what they may mean for you.

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.

End of Financial Year planning tips — SHB Business and Wealth Advisers Many EOFY strategies rely on timing , eligibility and fund processing deadlines. Waiting too long can limit your available options. A short conversation now can provide clarity, confidence and peace of mind heading into the new financial year.

Learn more about the ATO’s fuel response payment plan and what support may be available to you via the ATO website or get in touch with our team to talk through your options.

https://www.ato.gov.au/individuals-and-families/financial-difficulties-and-disasters/ato-fuel-response/ato-fuel-response-payment-plan

Great financial advice isn’t just about money - it’s about confidence, clarity and peace of mind.

➡️Emotional benefits
Advice helps people feel more secure and less stressed, with greater control and optimism about their future.

 ➡️Financial benefits
Clients feel more satisfied with their wealth, better prepared for the unexpected, and more confident in their decisions.
 
➡️Behavioural benefits
Advice supports the habits that matter - staying disciplined, saving consistently, budgeting well, and building buffers for life’s surprises.
 
If you’d like to explore how advice could support your financial journey, we’re here to help.

📧[email protected]
 
 
 
 
 
1 FAAA Value of Advice Consumer Research Report (2024)
2 Vanguard Emotional & Time Value of Advice Survey (2025)
3 How advisers can save clients from financial stress in 2025, FT Adviser