Page 1 - FWP Wealth Adviser newsletter - July 2025: Issue 116

ISSUE 116 JULY 2025

GIVING WISELY

HOW TAX-SMART PHILANTHROPY

BUILDS WEALTH AND COMMUNITY depositphotos.com

IN AUSTRALIA

INSIDE BY WEALTH ADVISER

1 Giving Wisely: How Tax-Smart Introduction: A New Era for Everyday Australian Giving
Philanthropy Builds Wealth and Philanthropy in Australia is changing. It’s no longer just for the wealthy or for big corpo-
Community in Australia
rations—everyday Australians are discovering how giving can be both deeply rewarding and
5 Building Wealth and Resilience: financially smart. With new government incentives and easier ways to donate, more people
Practical Strategies for are finding that supporting their favourite causes can also help them manage their finances
Australian Investors
and build a lasting legacy for their families.
8 Facing a Possible GST Increase: Whether you’re passionate about helping your local community, supporting medical
Inevitable, Ill-Timed, and Costly research, or backing environmental projects, there are now more ways than ever to make
for Australians
your giving go further. This guide explains how you, as a retail client, can use tax-smart
13 Q&A: Ask a Question philanthropy to make a difference—while also looking after your own financial well-being.

BEFORE YOU GET STARTED
This Wealth Adviser publication is published by Wealth Today Pty Ltd Information in this document is no substitute for professional financial
(AFSL 340289), Sentry Advice Pty Ltd (AFSL 227748), Synchron Advice advice.
Pty Ltd (AFSL 243313) and Millennium3 Financial Services Pty Ltd (AFSL We encourage you to seek professional financial advice before making any
244252) and contains general and factual information only. investment or financial decisions.
Before acting on any information contained herein you should consider if In any circumstance, before investing in any financial product you should
it is suitable for you. You should also consider consulting a suitably qualified obtain and read a Product Disclosure Statement and consider whether it is
financial, tax and/or legal adviser. appropriate for your objectives, situation and needs.