Drew Meredith

Financial adviser Drew Meredith and Chief Investment Officer Owen Rask discuss boosting super before retirement, 4 ETFs for compounding, property v shares, catch-up contributions, land tax, and the booming stock market in 2024.

Drew Meredith, a financial adviser and director at Wattle Partners, dives into the controversial Division 296 super tax in Australia. He clarifies the initial backlash over taxing unrealised gains and highlights significant changes, like no tax on unrealised gains. Listeners learn how the extra tax is calculated and who will be affected, with estimates pointing to a small percentage of wealthy Australians. Drew emphasizes the continued benefits of super as a retirement vehicle and the importance of collaboration between advisers and accountants.

Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, Director at Wattle Partners, discuss optimizing technology in financial advisory firms. They emphasize the need for streamlined workflows and collaboration to enhance client experiences. They explore the role of AI and automation in improving efficiency while addressing ethical considerations and transparency in client relationships. The conversation highlights the cultural shifts needed for successful tech integration and the importance of tailored approaches for diverse demographics.