Weekly Strategy Note 29/06/2026

The latest key super, tax and social security rates, rules and thresholds that apply for 2026/27.

Key points

Tax saving of $268 for most taxpayers as tax reduces from 16% to 15% between $18,201 and $45,000.
Adjust your super salary sacrifice – increasing from $30,000 to $32,500 p.a.
Larger after-tax super contribution threshold – increasing from $120,000 to $130,000 p.a.
Pension transfer balance cap – increasing from $2m to $2.1m. This is the maximum you can have in a tax free environment.
Payday super – employees receive their super sooner and can monitor payments more easily.

Our mailing address is:
PO Box 2082
Churchlands WA 6018

WEEKLY STRATEGY NOTE

We have been with Coastline since August 2014, following a recommendation from friends. We have since recommended both family and friends to the Coastline team. Our association with Alastair and Joel has been totally positive and we feel so much more confident and comfortable with our financial situation. After encouragement from Alastair, we have also brought our estate planning up to date. We would not hesitate to continue to recommend Coastline Private Wealth to anyone looking for sound financial advice.

Graham & Ros

The team at Coastline have assisted us to understand and drive our financial, insurance and estate management.

Mark & Bev

We have worked with Coastline PW for a number of years now and during that time they have proven to have our best interests at heart. I have confidently recommended their services to a number of colleagues who now also are using Coastlines services. Thanks Joel and Alastair - we feel happy to have our financial affairs in good order.

Ray & Nola

The staff at Coastline Private Wealth provide a very high level of expert service that is rare these days. I know that I can trust their guidance and rely on their support when it comes to managing my financial future, which gives me great peace of mind.

Andrew

Best thing I ever did was to ask Coastline to help us with our wealth planning, they have a great depth of knowledge and communicate in a way that is easy to understand.

Grant

We have been with Coastline Private Wealth (CPW) since 2012, with Alastair and Joel guiding us through some very challenging times. We are in a great financial position because of the interest and care they have taken throughout our time with them. We would highly recommend CPW to anyone.

Matt & Kylie

Alastair and his wealth creation team add value to every conversation and genuinely care about our financial future ...we trust Coastline to take care of our financial wellbeing.

Leonie & David

Since engaging Coastline Private Wealth to manage my financial affairs I have attained complete peace of mind about the management of my portfolio and the ongoing personalised advice given to me on a regular basis.. On the basis of results alone, I would have no hesitation in recommending the services of Coastline Private Wealth.

Bill

I love having a team, who are ahead of the curve, looking after my future. It's a great team that I trust and enjoy being in partnership with. Many thanks Coastline Private Wealth.

Roshan & Lorren

Coastline Private Wealth have significantly assisted us to put our finances and transition to retirement plans firmly in place. The team approach has meant that as well as saving and planning for our future we are also ensuring that we enjoy the now too. Alastair gives us evidence based advice that gives us all the facts so we can make informed decisions together. Thank you.

Ken & Chris

Relevant advice delivered by a knowledgeable team.

Phil & Mary

Alastair and the team have a rare combination of great technical skills, superb customer service and interest in the people they provide services to. Our affairs are significantly more ordered as a result of their input. They create clarity and confidence. Alastair always does exactly what he says he will do promptly, which gives piece of mind that no loose ends exist. Thanks Team.

Mike & Donna