What this is, and what it isn't
Most adviser newsletters are interchangeable. Generic market commentary at the top, a Federal Budget summary in the middle, a "tip of the month" at the bottom. They're written defensively for compliance and stripped of personality. You delete them unread.
The WDA Briefing is the opposite. One subject, one insight, ~600 words, written by me. Closer to Howard Marks at Oaktree than the bank wealth-insights you get every Wednesday. Opinionated. Specific. Always ending with one concrete next step.
First Thursday of the month. Predictable. Skippable when you're busy. Worth opening when you're not.
Not a digest. Not a roundup. One thing I think you should know, with my reasoning shown — not just the conclusion.
~600 words. Designed for the gap between meetings, not a deep work block.
Every issue ends with one specific thing to do — or one specific thing to stop doing.
The $3M Super Cap Decision Framework
A 12-page PDF I wrote for clients facing Division 296 — the new 15% earnings tax on super balances above $3M, including unrealised gains. It walks you through the five questions to ask, the five strategy options on the table, and the three mistakes I keep seeing high-balance members make. Yours the moment you sign up.
What a typical issue looks like
What I'd do if I had $2M in super and was 5 years from retirement
"The instinct at this point is to play defence — de-risk, lock things in, stop adding. I think that's wrong, and I'll show you why. The five years before retirement are not the five years where you should stop being aggressive about contributions. They're the five years where contributions matter most…"
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Troy Gudgeon
I run an advice practice in Sydney serving pre-retirees and retirees with significant superannuation balances. The Briefing is the same thinking I use with clients — distilled into something readable.