News & Insights
Tax Brief September 2026: Understanding What's Changing
As tax return season gets underway, now is the time to review your position, stay across recent legislative changes, and ensure you are aware of key obligations and opportunities for the year ahead.
State Street’s 2026 Retirement Report: Beyond the Retirement Balance
State Street's 2026 global retirement research identifies Australia as a comparatively resilient system now moving into its next phase. MGD explores the findings most relevant to Australians approaching or living in retirement.
Market Update August 2026: Quiet Resilience
Markets ended the 2026 financial year on a stronger footing than the headlines suggested. MGD Wealth and WTW examine the growth and earnings drivers behind global returns, why Australia lagged, and how AI, inflation and interest rates may shape the year ahead.
Key Market and Economic Developments in May 2026
As the financial year draws to a close, businesses move into the final phase of compliance and year-end preparation. Now is the time to ensure processes, reporting, and key decisions are aligned.
Tax Brief June 2026: Final Steps as Year-End Nears
As the financial year draws to a close, businesses move into the final phase of compliance and year-end preparation. Now is the time to ensure processes, reporting, and key decisions are aligned.
Gold in Modern Portfolios
In our latest MGD Private Pulse, MGD Private’s Chief Investment Officer examines gold’s role beyond performance, and how shifting monetary, fiscal and geopolitical conditions are reshaping its place within modern portfolios.
What the New Division 296 Tax Means for High-Balance Superannuation
Following extensive consultation with the superannuation sector, the Federal Government’s Superannuation (Building a Stronger and Fairer Super System) Imposition Bill 2026 passed through parliament on 10 March 2026. The legislation introduces two key changes, including the new Division 296 tax on superannuation balances above $3 million.
Tax Brief April 2026: What to Watch as Year‑End Approaches
As we move deeper into the final quarter of the financial year, April is an ideal time to focus on the months ahead, stay alert to emerging changes, and ensure you are on track. Whether you are managing your personal tax affairs or overseeing a business, timely information can make a meaningful difference.
Market Update March 2026: Oil and Inflation
Recent geopolitical tensions have pushed oil prices higher, bringing inflation and policy back into focus. We examine how the current shock is feeding through to markets—and whether it is likely to prove temporary or more persistent.
Private Markets in 2026—Turning Scale into Advantage
In our latest MGD Private Pulse, MGD Private’s Chief Investment Officer explores how the shift in private markets is redefining scale and how UHNW families can turn it into advantage.
Why Governance Matters: Lessons from the Guardian Shield Collapses
Recent events, particularly the well publicised 2024/25 Shield and First Guardian collapses, have highlighted the importance of strong investment governance and independent oversight in supporting long term wealth management and portfolio outcomes.
ATO’s New Ruling on Rental Property Deductions
A significant shift is underway for property investors, with the Australian Taxation Office releasing Draft Taxation Ruling TR 2025/D1 and tightening its stance on rental income and deductions ahead of the June 2026 enforcement deadline. From holiday homes to short-stay listings and family arrangements, the rules now demand greater evidence, precision and transparency.
Market Update February 2026: Risk Repriced
Markets have remained resilient, but the cost of growth is becoming harder to ignore. In our February 2026 Market Update, Stephen Furness speaks with Morningstar’s Matt Wacher about capital intensity, market concentration, bond yields, and why investors are increasingly being forced to account for where returns—and risks—are really coming from.
July 2026 Superannuation Cap Adjustments: What They Mean for You
The July 2026 superannuation cap increases raise the transfer balance cap to $2.1 million and are expected to increase concessional and non-concessional contribution limits. Understanding these changes, and the transitional rules that apply, allows investors to manage superannuation more efficiently and align contributions with long-term retirement objectives.
Why Your ‘Family Office’ Might Actually Be an Investment Office
In our latest MGD Private Pulse, Stephen Furness (Chief Investment Officer, MGD Private) examines how the term ‘family office’ has drifted to describe almost any coordinated effort to manage wealth and why this can cloud what families actually need.
Stewardship, Trust, and Connection: Andrew Albury Reflects on 35 Years with MGD
In this conversation, Andrew Albury reflects on a 35-year career shaped by steady counsel through periods of transition, guidance that built enduring trust and client relationships across generations.
Goals-Based Investing—Aligning Wealth with What Matters Most
Success isn’t defined by beating an index. It is defined by funding retirement, supporting family, seizing opportunities, and shaping a legacy. Goals-based investing brings this into focus. By aligning capital with defined purposes and time horizons, the Five-Pool Framework offers a structured approach to decision-making, reinforces discipline through market cycles, and guides wealth with a long-term perspective.
The Fragile Family Enterprise—How UHNW Families Preserve Wealth, Cohesion, and Business Continuity
In our latest MGD Private Pulse, Brett Schmidt (Executive Chairman & Head of Family Office Advisory, MGD Private) reflects on the invisible risks that can undermine even the most successful families.
Market Update November 2025: AI Masks Weakness
While big tech investment continues to lift markets, rising inflation and limited policy flexibility are creating new challenges. In our latest Market Update, Stephen Furness speaks with Quilla’s Michele Santangelo about where strength is real and where risks may be building.
Giving with Confidence: Clarity, Structure, Impact
For families focused on long-term impact, transferring wealth is only part of the journey. Structured generosity guided by governance, legal oversight, and strategic planning helps the next generation thrive, build independence, and preserve family cohesion. Thoughtful giving, milestone-based support, and philanthropy transform well-intentioned acts into an enduring, purpose-driven legacy.