Can you believe we’re already in the final month of winter? The weather’s starting to warm up and it’s a great time to do a quick financial reset. With tax cuts now in place and interest rates still holding, there’s a bit of breathing room for many Australians. In this month’s newsletter, we’ll take a look at the key updates in the economy, changes to super, and some important planning areas that are worth revisiting as we head into spring.
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When the temperature drops, it feels like more of an effort, but getting outdoors, even when it’s chilly, can do your brain and body a whole lot of good.
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Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i
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With the new financial year comes a fresh wave of superannuation changes that could make a real difference to your retirement savings. Let’s unpack what’s changing - and how to make the most of it.
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A New Financial Year Begins The start of a new financial year is the perfect time to pause, reset and take a fresh look at your finances. With market growth last year, tax changes now in effect and cost of living pressures still a concern, this is a good moment to check in on your plan and see if it still suits your goals.
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