Pre-Budget poll sees heightened client interest in | Australian Markets

An adviser survey performed by Viridian Advisory in the lead-up to the 2025-26 Federal Budget announcement tomorrow evening has unearthed a plethora of client considerations revolving round price of dwelling, superannuation and aged care.

The poll discovered that 82 per cent of advisers stated their purchasers had been most in modifications being made to superannuation, notably the anticipated updates to the Division 296 tax first launched by the federal government final yr which might impose an further tax on balances above $3 million.

This comes regardless of purchasers indicating they felt neither “optimistic nor pessimistic” in the direction of tomorrow’s Federal Budget.

Similarly, the survey revealed that aged care and price of dwelling pressures on housing and family budgets had been additionally high of thoughts for purchasers. The remaining queries revolved round ongoing market volatility and its ripple results on the Australian market, as a consequence of Donald Trump’s second time period as US President, the introduction of tariffs, interest price pressures and high debt ranges.

Over 96 per cent of the advisers surveyed additionally indicated they’d stay “stable” in their asset allocation and portfolio choices post-Budget.

“While we do not expect any significant impact on client portfolios from the upcoming Federal Budget, we hope to see concrete commitments emerging from the Budget that address client concerns which also includes childcare, education and Medicare,” Brett Arnol, Co-Founder and General Manager of Advice at Viridian, stated.