Welcome to the third edition of Advice Insights.
As we head into a new financial year new opportunities can arise to grow your super and live your best retirement. This latest edition gives you an update on some legislation changes effective from 1 July related to super and property taxes in NSW and Victoria.
Our investment team have shared their insights into what’s going on in markets and implications for investment returns and what might be ahead.
Enjoy this edition.
With a new financial year underway, a raft of previously announced legislative changes are now in place. Our Advice Strategy Expert, Iby Ibrahim, explains the ins-and-outs of new legislation.
Damian Graham, our Chief Investment Officer, recaps what’s been happening in the market over the past year, the outlook for the coming quarter and – most importantly – what it means for your investments.
Our financial planners – Andrew, Michael, Belinda and Troy – share their best tips on looking after your health and your wealth.
Your financial planner can answer any questions or discuss topics or insights in this newsletter at your next review. Book a call back or call us on 1300 650 873 to book you next appointment.
Important information
This is general information only and does not take into account your specific objectives, financial situation or needs. Seek professional financial advice, consider your own circumstances and read our Financial Services Guide, any relevant product disclosure statement & Target Market Determination, before making a decision. Call us or visit our website for a copy.
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