A Wider View of Wealth
Your home for the latest in industry insights, technical advice and more.
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Welcome to the December edition of Wider View of Wealth
This month we are excited to bring you the 2025 economic outlook from the Macquarie Wealth Investment Strategy team and December technical round up from the Macquarie Technical Advice Services team as well our on-demand webinars.
“Our Macquarie teams are experts in their fields and aim to bring you the latest thought-provoking insights year-round. The Wider View of Wealth is here to summarise this month’s key content for you.”
Insights and education
The 2025 economic outlook
The year ahead is set to be another significant one for the global and local economy, with factors like inflation, monetary policy and a new US administration in play.
Hear from Ric Deverell, Macquarie Group's Chief Economist, as he presents the Australian outlook for 2025. He reflects on the past year and discusses his thoughts on the road ahead for the labour market, share markets and residential property.
The December technical round up
In this final edition of the monthly technical round up for the year, we’ve included a new section answering a recent adviser question that arose. This month we look at the timing of providing the ATO election form when making a downsizer contribution. This new section will be a regular feature and is aimed at being informative and in some instances help avoid errors that could arise.
The latest technical and legislative developments
Through 2024 we’ve seen a number of legislative and regulatory developments including the ATO’s ruling on deductibility of financial advice fees, and the Government’s pension amnesty announcements, as well as progress being made on the proposed Div 296 tax. Join Macquarie’s technical advice specialist Will Moloney, for his commentary on these important topics and more.
Education and insights
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