Skip to main content
 
 

Federal Budget 2026/2027

In this newsletter we summarise the key proposals and our investment view, covering budget objectives, implications for the RBA, capital gains tax, negative gearing, family trusts, cost of living support and small business.

Learn more
 
 

Personal Investment Advice

Achieve your investment goals with personalised advice and a comprehensive range of wealth management services.

Learn more
 
 

Corporate Advisory Services

Our corporate advisory services aims to provide value creating client-focused advice and execution for emerging companies.

Learn more
 
 

Institutional Investor Services

Our institutional investor services team deliver innovative solutions for institutions backed by global resources and expertise.

Learn more

At Bell Potter, we bring together people, ideas and capital to serve the needs of our clients.

HOW CAN WE HELP YOU?

As a leading full service Australian stockbroking and financial advisory firm, we provide a comprehensive range of services for our clients.

Personal

  • Australian Stockbroking
  • International Stockbroking
  • Fixed Income
  • Portfolio Administration
  • Technical Financial Advice
  • Superannuation
  • Foreign Exchange
  • Lending
  • At-Call Facilities

Go to section

Corporates

  • Placements
  • Market sell-downs & block trades
  • Equity Capital raisings
  • IPOs
  • Corporate Advice & Structuring
  • Share Price Advice & Valuation
  • Mergers & Acquisition Advice & Execution

Go to section

Institutions

  • Sales
  • Trading
  • Research
  • Corporate Access

Go to section

Research

  • Equities
  • Strategy
  • Hybrid & Fixed income
  • LICs & ETFs
  • Currency
  • Commodities

Go to section

Advisers

  • General advice
  • Execution, Clearing & Settlement
  • Stock market advisory services
  • Research
  • Corporate opportunities
  • mFunds

Go to section

Quality advice starts with a conversation

Speak with an experienced adviser today.

REQUEST A CALLBACK

IDEAS AND RESEARCH

Federal Budget 2026/2027

| Superannuation & Technical Financial Advice | No Comments
In this newsletter we summarise the key proposals and our investment view, covering budget objectives, implications for the RBA, capital gains tax, negative gearing, family trusts, cost of living support and small business.

Division 296 has passed – what are the strategies?

| Superannuation & Technical Financial Advice | No Comments
In this newsletter we explore the practical implications of Division 296 and the key strategies individuals with high superannuation balances should consider before the new rules take effect.

Division 296 tax passed both Houses of Parliament

| Superannuation & Technical Financial Advice | No Comments
In this newsletter we outline the new Division 296 tax and what it means for high superannuation balances.
MORE IDEAS

ABOUT US

Bell Potter is a member of the Bell Financial Group (BFG.ASX) of companies. We are one of Australia’s leading full service Australian stockbroking and financial advisory firms, offering a full range of services to private, corporate and institutional clients.

Find out more