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Wallis-Smith Insights
Welcome to Wallis-Smith Insights!
Here, we will be bringing you a regular selection of articles, tips and commentary on all thing’s money – with a focus on maximising your retirement.


Helping the kids without derailing your retirement plans
As parents, the instinct to support our children never truly fades, even when they become adults. But when you are looking at giving them a financial helping hand there is a bit to consider.
3 min read


Market Update - June 2025
Market and Economic Update: June Quarter 2025
7 min read


Tips to prepare for retirement as you head into your 50s
For some parents, the years between their youngest child finishing high school, or university, and retirement, provide a great opportunity to increase superannuation contributions and better organise themselves, financially, for their post-work life.
5 min read


Are super contributions tax deductible?
Super can seem messy, complicated and tricky to get into, but it’s worth it in the end.
Why? Because of the tax benefits —when you contribute and, while your money’s invested, could make it supremely effective at giving you a long, worry-free retirement.
5 min read


Trump’s tariff announcement: Implications for Australian investors
What we know and don’t know about the impact of the tariffs.
5 min read


Market Update - March 2025
Market and Economic Update: March Quarter 2025
6 min read


Federal Budget Summary March 2025
Federal Budget Summary March 2025
5 min read


Five things to consider if you’re retiring this year
After years planning for your retirement, do you still worry about whether now is the right time? Here's five things to consider.
4 min read


Cyber risk - protecting yourself online from scams
Cyber threats are part of a digital world so staying alert, being informed, and adopting best practices, is essential to protect yourself.
5 min read


Market Update - December 2024
Market and Economic Update: December Quarter 2024
9 min read


Am I eligible for the age pension?
Understanding your eligibility for the Age Pension is an important aspect of retirement planning, and it's not as simple as you might think.
4 min read


Does Money Really Make You Happy? A Festive Reflection
As another year draws to a close, let's unpack that age-old query – does money truly buy happiness?
2 min read


A guide to aged care
Moving into residential aged care can be an uncertain and overwhelming experience, with several important decisions to be made.
5 min read


Market Update - September 2024
Market and Economic Update: September Quarter 2024
7 min read


How to transition to retirement
Transitioning to retirement can be challenging, and being prepared mentally, as well as financially, is key.
3 min read


Understanding the downsizer contribution
Plans to downsize the family home is often part of our long-term financial plans. But have you heard of making a downsizer contribution?
4 min read


Do I really need $1 million to retire?
Retirement – a phase many eagerly anticipate – can present challenges as you navigate this significant life transition.
6 min read
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