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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…

August 2019 Newsletter

August 2019 Newsletter

It’s tax time, so this month we begin by looking at the legislation recently passed pertaining to the low and middle income tax offset (LMITO), we explore this, and also offer budgeting and spending suggestions if you have received or are expecting to receive a tax refund.

July 2019 Newsletter

July 2019 Newsletter

This month we are taking a look at some key personal finance areas and their state of play for the new financial year, from making carefully considered “future proofed” financial decisions to the latest sector insights on self-managed super funds (SMSFs).

Corporate Documents

CPD Policy
Financial Services Guide - Martin Watson
Financial Services Guide - Patrick Sullivan
Privacy Policy


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Bellwether Financial Group Pty Ltd
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