Welcome to our Sydney Wealth Management team’s 2019 Summer Wealth Management Update. This edition covers the following topics: Super strategies, applying the unused concessional contribution caps, understanding bonds and an introduction to ethical investing.

The Labor Party is proposing to abolish franking credit refunds. Why are the changes being proposed? How will this impact investment portfolios? What is the potential loss from the abolition of franking credits? We answer these questions and more below.