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January 2021 Newsletter

January 2021 Newsletter

In our first newsletter of the year we begin with tips to help boost your personal finance resolutions for the year ahead. Did you know that the gap widens between what borrowers pay as home…

December 2020 Newsletter

December 2020 Newsletter

What a year 2020 has been, it has certainly been an interesting one! In our lucky last newsletter for the year you’ll find an overview of the key findings from the Government’s recently released…

November 2020 Newsletter

November 2020 Newsletter

In this month’s newsletter we start off discussing re-contribution strategy, a method to increase the tax-free component of your Super. Next, we review the proposed changes to individual taxation announced in the…

October 2020 Newsletter

October 2020 Newsletter

In our October newsletter, we begin with an overview of powers of attorney which is an important consideration with regard to estate planning and the management of your affairs. Then, our animation illustrates super lump…

2020-21 Federal Budget Newsletter

2020-21 Federal Budget Newsletter

In this month’s newsletter, we cover the recently announced 2020-21 Federal Budget and how it may affect you. The Government has provided much-needed support to Australian individuals…

September 2020 Newsletter

September 2020 Newsletter

In this month’s newsletter, firstly we discuss the government financial assistance available to eligible carers. There may come a time in your life when you need to provide care to someone else or have care provided to you…

August 2020 Newsletter

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…

July 2020 Newsletter

July 2020 Newsletter

In this month’s newsletter, as we commence the new financial year, we begin by providing information about change in key personal finance areas for wealth accumulators, pre-retirees and retirees. We then discuss life insurance, where an insurer….

June 2020 Newsletter

June 2020 Newsletter

Welcome to the final newsletter for the 2019/2020 financial year. In this month’s newsletter, we begin by discussing the Government’s Work Bonus scheme, and the benefits associated with it, for those who continue (or begin) working during retirement years…

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