Bellwether Newsletters

Join Bellwether Knowledge Base

To get all this information and more direct to your inbox, fill in the form below to request to join Bellwether Knowledge Base.

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…

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)…

Corporate Documents

CPD Policy
Financial Services Guide - Martin Watson
Financial Services Guide - Stephen Davies
Privacy Policy

 

© Bellwether Financial Group

Bellwether Financial Group Pty Ltd
ABN 56 607 274 411 AFSL 479993

 

 

 

 

 

Address

Level 20 Exchange Tower
2 The Esplanade Perth WA 6000

PO Box Z5393 St Georges Tce
Perth WA 6831

 

 

Contact us

Monday - Friday
9am - 4.30pm

08 9225 4462
or 1800 236 652

Email us at:
admin@bellwetherfg.com.au