August 2020 Newsletter

In this month’s newsletter, we begin with a summary of the ‘mini-budget’ by Treasurer Josh Frydenberg. This article provides an economic and financial update, detailing the impact of COVID-19 and the new and existing support provided to individuals, households, and businesses.

Our animation illustrates the strategic three-bucket approach to retirement investing to help mitigate certain retirement-related risks and provide for your retirement lifestyle needs and wants. We then explore the ins and outs of work-related home office expenses, as flexible working arrangements such as working remotely are becoming more common.

The receipt of your annual super statement can often take place in August — we provide an annual super statement review checklist to help you with staying actively engaged and well-informed on your super. Lastly, there’s a motivational video by entrepreneur Tom Bilyeu regarding your tax refund this year and things to consider on how to make the most of it.

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Kind Regards,
The team at
Bellwether Financial Group

Newsletter Articles

2020 ‘mini-budget’: An economic & fiscal update

The Treasurer delivered a ‘mini-budget’ on 23 July 2020—an economic and fiscal update. In this article, we provide a summary of the update, inclusive of the main personal finance-related points.

Read More

The three-bucket approach animation

When it comes to mitigating retirement-related risks, and providing for your retirement lifestyle, there can be several strategies employed. In this animation, we illustrate the three-bucket approach.

Launch Video

Super engaged & well-informed: Annual statements

The receipt and review of your annual super statement can assist you to stay actively engaged with, and well-informed on, your super. In this article, we provide a review checklist to help with this.

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Deductions & work-related home office expenses

According to recent ATO data, for the 2017-18 financial year, 8,950,205 individuals claimed $2,424 on average in work-related expenses. In this article, we discuss work-related home office expenses.

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Tax refunds: Your vision & investing in yourself

If you have received, or are expecting to receive, a tax refund this year, consider how it can be put to good use. In this motivational video, Tom Bilyeu talks on making your vision a reality.

Launch Video

 

 

 

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