Sonas Wealth

22/09/2026

We are pleased to invite clients and family to an upcoming First Home Buyer Webinar from one of our trusted referral partners Connect Financial Solutions

First Home Buyer Webinar with Dave Lewis https://app.heygen.com/videos/first-home-buyer-webinar-with-dave-lewis-4ba193223e194d76ba3ad3e01c05dffb

Their aim is to provide a straightforward overview of the options available so that you can better understand what may be possible for your children or grandchilren.

There is no obligation and the webinar is designed to be informative and practical, with an opportunity to ask questions so feel free to share this email with family & friends.

If you would like to attend, simply send a request to [email protected] and let them know as this will be occurring on Wednesday 14th October at 6pm 2026.

You are also very welcome to forward this invitation to other family members who may benefit from attending.

We look forward to helping more young Australians understand their options and take their first steps towards home ownership with the help and guidance of our professional service providers like Dave and his team.

Join our webinar to learn about deposits, borrowing capacity, stamp duty, and more for first-time homebuyers.

21/09/2026

Interest in Investment Bonds has been growing with advisers but we need to get the word out there to clients that they have specific advantages and will often compliment superannuation not replace it.

Most tax planning conversations start with superannuation, and for good reason. It remains one of the most effective structures available for building wealth in Australia.

07/09/2026

Delighted to boast a little that Sonas Wealth is a finalist in three categories at the 2026 SMSFAdviser SMSF Awards:
- Advice Firm of the Year,
- SMSF Adviser of the Year, and
- SMSF Investment Strategist of the Year.
More info at https://www.smsfawards.com.au/

That's not a coincidence. Over the past year we built out a three-person SMSF Specialist Adviser team
— Cameron Holdsworth (SMSF Specialist, Aged Care Accredited, Financial Planner),
— Damian Hearn (SMSF Specialist, Senior Financial Planner) and
— Liam Shorte (Fellow SMSF Specialist, Senior Financial Planner).

Supported by a team of 7 in customer service led by Fiona Johnson and with the appointment of our new Professional Year Adviser Adam Fusca who is making the leap from being an Actuary to a Financial Planner with his depth of knowledge in the Insurance Industry.

That matters more than the badges do. A client with a complex pension strategy, a related-party transaction, or an aged care decision sitting inside their SMSF now has three specialists across the file, not one adviser working alone. Depth of advice shouldn't depend on who happens to answer the phone.

Congratulations to the other finalists. Credit for these three nominations goes to Cameron and Damian and the rest of our team as much as it does to Liam.

29/07/2026

For non-superannuation assets, we have been searching for a Capital Gains Tax Calculator to reflect the final legislated CGT rules and we found a decent on at Stockspot. You can now model exactly how the changes could affect your own investments. It confirms why getting a valuation right before the rules change can matter so much. In some cases, relying on the Government's default valuation method instead of obtaining your own valuation could mean paying a lot more in extra capital gains tax.
Try it here:

Australia's capital gains tax rules are changing from 1 July 2027. Estimate how cost base indexation and a 30% minimum tax rate could affect you.

15/07/2026

Excited our Principal has been acknowledged in two specialist categories. A very proud team was behind him coordinating strategy, research, implementation and ongoing services leading to these nominations

Sonas Wealth has achieved a significant milestone, with Liam Shorte named finalist in 2 Categories in the 2026 Australian Wealth Management Awards.

🏆 William (Liam) Shorte

Finalist — Adviser of the Year - SMSF

Finalist — Executive of the Year - SMSF

This recognition in the executive category is particularly meaningful as this year we moved form a one-man-band to a team of 3 SMSF Specialist Advisors, Liam Shorte - SMSF Coach FSSA, Damian Hearn and Cameron Holdsworth and now the addition of Actuary, Adam Fusca, who is also going to do the PY Year and become a Financial Adviser bringing his expertise to help us with risk and longevity management for our clients.

Next year we have no doubt our new advisers will be on the podium too and being recognised for our holistic advice not just SMSFs.

08/07/2026

Had a great time talking about preparing for the When not the If there will be a market correction with James Kirby on the The Australian Money Puzzle podcast. What are you doing to be prepared?
https://www.theaustralian.com.au/business/the-money-puzzle/podcast/7a85c31037169423b8ee742095a2cc07?

The Money Puzzle

29/06/2026

Very informative video,for small cap investors or venture capital investors based on new CGT rules https://www.linkedin.com/posts/brycki_what-if-i-told-you-the-government-could-now-ugcPost-7477149651138408448-zzIE?

What if I told you the government could now tax you at more than 100% of your real investment gains? It sounds absurd, but that's exactly what can happen. In this video I explain how it can happen, why it's an unintended consequence of the new capital gains tax, and the steps investors can take to r...

29/06/2026

Our latest Substack article deals with the reality of current family living and financial support. With more and more adult children living at home longer and then requiring help from the Bank of Mum & Dad for a start in the property market, this all has implications for retirement and estate planning. This is not necessarily a bad thing but the affect on your retirement funding needs to model the consequences so you can help with confidence rather than trepidation. What are your thoughts?

Managing the affect of the realities of modern families on retirement & estate planning

27/06/2026

Latest stats show SMSf growth continues as a valid option for some. We provide analysis of all options for our clients.

The Death of SMSFs has been called many times over the last 2 decades. The latest ATO stats (March 2026) show the true story and the banning of LRBAs will only dent the future numbers as the CGT changes will support superannuation growth and SMSFs as a strong sub-sector.

Source: https://www.ato.gov.au/individuals-and-families/super-for-individuals-and-families/self-managed-super-funds-smsf/smsf-newsroom/highlights-smsf-quarterly-statistical-report-march-2026

23/06/2026

Bloody Greens! Always reducing personal choice

The SMSF Association is highly concerned by the government's announcement of a ban on LRBAs used to acquire residential property.