With interest rates on the rise and investment returns increasingly volatile, Australians with cash to spare may be wondering how to make the most of it.
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⭐ New Superannuation Rules ⭐
New rules coming into force on July 1 will create opportunities for older Australians to boost retirement savings and Australians to build a home deposit, all within the superannuation system.
Find out more here: https://t.co/6vbUGheeZd
⭐️2022-2023 Federal Budget Summary⭐️
You can read the summary here: https://t.co/y97TJ7b3Wp
If you have any questions about any of the Budget measures, don’t hesitate to call us.
🌏 Sustainable Investing 🌏
Many investors are now focusing on ways they can balance financial returns with making a positive difference to the community and the planet. This trend is growing rapidly, with sustainable investing up 66% in 2021. 😮
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⭐ Office Christmas Holiday Closure ⭐
Our office will be closed from 12pm today until Monday the 10th of January. Should you have an urgent query during this time, there will be staff available to assist you.
Wishing you and your family a safe and wonderful Christmas 🎄
As most long-term investors know, investment markets have their ups and downs. This can be of particular concern if you are close to retirement and preparing for your last payday. So what can you do about it? 🤔
Read our article here: https://t.co/TlKB7YUaXO
⭐️ Spotlight on Super Performance ⭐️
You can read the article here: https://t.co/mYcXUMS2Xb
If you would like to discuss your super in the context of your overall investment strategy, give us a call.
Many investors are moving away from cash and being to seek other returns by investing in shares 🤩
However, there are some things you need to know about tax when it comes to share investing 😮
You can read the article here: https://t.co/oKrdjTSLoR
When the time comes to consider aged care, where do you start, what options do you have and will you be able to afford it?
You can read our article, 'A Guide to Planning for Aged Care' here: https://t.co/6RPfMGEMAB
If you have any questions, feel free to comment😄
Is it the right time to leap into the property market? 🏠 With low interest rates and rising house prices, many investors are jumping on the property band wagon, but is it right for you?
You can read the article here: https://t.co/9lZMF22oho
ETFs (exchange trade funds) investments are gaining popularity 🤩 But do you really understand them?
While they can be low-cost and relatively simple, there are a few things you should know before investing. 💰
You can read more about there here: https://t.co/mcQQqYeUnj
For many of us, 60s is the decade that marks retirement. So how can you make the most of the last few years of work before taking that step into retirement?
You can read more here: https://t.co/sOduHJER6U
Are your 50s the new 40s?
They may well be, but although the kids may be gaining independence or the mortgage may be paid, it's time to start thinking abut retirement planning.
You can read more here: https://t.co/Sq4kKDPUOP
If you are in your 40s (or soon to be) you may be passing the halfway mark of your working life. So it’s time to give retirement planning a bit more attention!
Read about it here: https://t.co/iPTbRLnH1A
There are a few things you need to consider when it comes to superannuation in your 30s. You can read about some of them here: https://t.co/9cmt5MDp7t
Remember, if you have any questions about this article and your super, please send us a message or give us a call on 08 8271 5144
With effect from 1 July 2021, changes to the transfer balance cap and contribution caps provide opportunities to accumulate more retirement savings than in prior years. You can read about the increased contribution caps here: https://t.co/nXVh3V6u3b
Will you retire with enough money in your super fund? This article explains some of the challengers that today’s accumulators face in order to reach their retirement goals. https://t.co/IJPE1IoO6t
The coronavirus pandemic hit financial markets in March 2020 but since then, the market has rebounded faster than anyone predicted. So, what are the lessons of the last 18 months? You can read the article here: https://t.co/vJCqr9kbjJ