The April edition of the AKW Wealth Monthly Market & Financial Update is now available, providing timely insights into the Australian economy, investment markets and key financial planning considerations. This month’s edition explores the impact of rising interest rates, increased market volatility and what recent legislative changes could mean for investors and superannuation balances.

Inside this edition:

• Australian interest rates rise again as inflation remains persistent

• Increased market volatility driven by geopolitical tensions and higher energy prices

• Why diversification, income and risk management remain critical for investors

• Insights from the latest SPIVA study on active fund manager performance

• A quick update on the new Section 296 tax for large superannuation balances

• A welcome to Teisha Butt as she joins the AKW team following the merger with Wagga Wealth

As always, our aim is to provide practical, easy-to-understand information to help you stay informed and make confident financial decisions.

As we step into the new financial year, this issue brings you timely updates on tax, superannuation, aged care reforms, and investment strategy. You'll also meet our newest Directors, Anthony Davis and Sarah Mandaglio, as we continue to grow and strengthen our team. Whether you're a business owner, investor, or planning for retirement, there’s something in here for everyone.

Let’s make FY2025–26 a confident and informed one.

Understanding your role as a taxpayer is just as important as the work we do as your tax practitioner. At AKW Chartered Accountants, we're committed to transparency, trust, and helping you meet your obligations with confidence.

We've put together a short overview of your responsibilities and what you can expect from us. It's all about working together to keep things accurate, timely, and above board.