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May 2020 Newsletter

May 2020 Newsletter

In our May newsletter, with June 30 on the horizon, we begin by discussing several end of financial year planning tips for wealth accumulators, pre-retirees and retirees. Our animation illustrates loss aversion, a type of cognitive bias that can…

April 2020 Newsletter

April 2020 Newsletter

In order to keep you updated on everything that’s happening in the world and how it could affect you, we have fast-tracked this month’s newsletter. We begin with a two-part series on the Government’s recent, and now legislated (where applicable)…

March 2020 Newsletter

March 2020 Newsletter

In this month’s newsletter, we begin by discussing reversionary beneficiary nominations – an important topic for some. Our animation illustrates the issue of underinsurance in Australia, which is present in both the personal and general insurance space…

February 2020 Newsletter

February 2020 Newsletter

In February’s newsletter, we discuss the transfer balance cap – the limit that applies when transferring super benefits from accumulation phase to retirement phase. Next, our animation illustrates the finer details of account-based pensions and the…

January 2020 Newsletter

January 2020 Newsletter

Welcome to 2020. We hope you had a happy and safe festive season. In this month’s newsletter, we begin by discussing New Year’s resolutions, and why it can sometimes prove difficult to keep these goals (and resolutions in general)…

December 2019 Newsletter

December 2019 Newsletter

The end of the year is upon us and we hope you are enjoying the festive season. In this month’s newsletter, we begin by discussing the gifting and deprivation rules that can apply to Age Pension entitlements. Our animation illustrates the finer details of…

November 2019 Newsletter

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…

October 2019 Newsletter

October 2019 Newsletter

Another month has flown by and whilst we continue to closely monitor the industry and markets for you, we also have a few financial wealth areas to update you on. In this month’s newsletter, we discuss your total super balance and…

September 2019 Newsletter

September 2019 Newsletter

This month we begin by discussing the top 10 facts about account based income streams, which looks at utilising your accumulated wealth inside of super, to fund your retirement lifestyle. Our animation illustrates the finer details of working in retirement…

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Financial Services Guide - Martin Watson
Financial Services Guide - Patrick Sullivan
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Bellwether Financial Group Pty Ltd
ABN 56 607 274 411 AFSL 479993

 

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Level 20 Exchange Tower
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PO Box Z5393 St Georges Tce
Perth WA 6831

 

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08 9225 4462
or 1800 236 652

Email us at:
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