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Sydney Wealth Update Summer 2026
Investments & Wealth

Sydney Wealth Update Summer 2026

Welcome to our latest Wealth Update – Spring 2025, brought to you by Pitcher Partners Sydney Private Wealth (PPSPW).

This edition covers the following topics:

Super tax reforms – How Division 296 might affect you

The impending Division 296 legislation has been marked by significant changes, namely the cancellation of the controversial tax on unrealised gains. We break down how the tax will likely impact you using practical examples. Stay informed and take steps to update your financial strategy.

Taking stock of equity markets in 2025 and looking ahead to the new year

2025 was a pivotal year for equities and not solely down to artificial intelligence with meaningful gains to be had outside the US. We go into further detail exploring sector divergence and highlight our expectations for 2026. Find out more on the link below.

See how Pitcher Partners team can help you, contact us today – we’d love to help.

See how Pitcher Partners team can help you, contact us today - we'd love to help.

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Any advice included in this newsletter is general only and has been prepared without taking into account your objectives, financial situations or needs. Before acting on the advice you should consider whether it’s appropriate to you, in light of your objectives, financial situation or needs. You should also obtain a copy of and consider the Product Disclosure Statement for any financial product mentioned before making any decisions. Past performance is not a reliable indicator of future performance. Advisers at Pitcher Partners Sydney Private Wealth (‘PPSPW’) are authorised representatives of Pitcher Partners Sydney Private Wealth Pty Limited, ABN 25 678 662 925, AFS Licence No. 563803. PPSPW is part of the Pitcher Partners Sydney Firm and is a privately owned and run company associated with the Pitcher Partners network of separate accounting firms, and is a network member of Baker Tilly International Limited.

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