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Welcome to the fourth edition of Advice Insights.

Our investment team have shared their insights into what’s going on in markets and implications for investment returns and what might be ahead.

The first quarter of the 2023/24 financial year has flown by, with a large list of legislative changes that are now live. Our advice strategy expert, Iby Ibrahim, explains the ins-and-outs of these changes.

An article on navigating Estate Planning Guardianship includes information on maintaining control of decisions about your money. Plus, five key drivers to obtaining good health and wealth are shared from The McKinsey Health Institute.

Enjoy this edition.

Market outlook

Damien Graham, Chief Investments Officer recaps what’s been happening in the market over the first quarter of the 2023/24 financial year, how that builds on the 2023 financial year, and what’s expected on the run to Christmas.

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What's new

Our advice strategy expert, Iby Ibrahim, explains recent legislative changes that you may be able to take advantage of, including changes to Centrelink and a tax effective way to get more into super.

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Navigating Estate Planning: Guardianship 

Looking to the future and planning ahead is the best way to maintain control and achieve peace of mind, and when it comes to Guardianship, our Estate Planning Advice service can help.

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Finding Your Retirement Purpose

We share insights on preparing for and retiring well from the McKinsey Health Institute, including the five key drivers to obtaining good wellbeing.  

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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 192 602 to book you next appointment.

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Disclaimer

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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