November 2019 Newsletter

In this month’s newsletter, we begin with an overview of Australia’s three-pillar retirement income system, and what this may mean for your retirement planning. Next, our animation illustrates intergenerational wealth transfer, and several of the important considerations that often go with this.

When investing for the future, it’s important to have an understanding of the different types of asset classes; we explore this further, followed by an article looking at the continuous rise by consumers of ‘buy now, receive now, pay later’ services.

Lastly, we leave you with a funny video of Mr Bean heading off to work as a segue to discuss some new employment-related legislation, which may be of interest if you have multiple employers.

How did you go last month solving the estate planning crossword? We hope you enjoyed it. You can find out how you went with the answers provided in this month’s newsletter.

Kind Regards,
The team at
Bellwether Financial Group

Newsletter Articles

Australia’s three-pillar retirement income system

In retirement, you may find your retirement lifestyle being funded by a variety of different sources. In this article, we provide an overview of Australia’s three-pillar retirement income system.

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Intergenerational wealth transfer

Upon your passing, an intergenerational wealth transfer may occur; the transfer of your wealth to the next generation. In this animation, we illustrate important considerations regarding this event.

Launch Video

Investing: The different types of asset classes

When investing for the future, it’s important to understand the different types of asset classes (i.e. cash, fixed interest, property and shares). In this article, we explore asset classes further.

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The rise of ‘buy now, receive now, pay later’ services

There continues to be a rise in the uptake by consumers of ‘buy now, receive now, pay later’ services offered by providers (e.g. Afterpay). In this article, we unpack the review of these services.

Read More

High-income and multiple employers?

Are you a high-income earner with multiple employers? A bill that recently became law may be of interest to you. In this funny video, Mr Bean shows us how to not head off to work in the morning.

Launch Video

Estate planning crossword: Answers

Estate planning is about planning who gets what assets, at what time and in what manner upon your passing. In this article, we provide the answers to our recent estate planning crossword.

View Answers

 

 

 

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