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Wealth Management
Monthly Newsletter
Your future just got a super boost – are you ready? With key super changes now in effect investors have fresh opportunities to grow wealth and optimise tax outcomes in the new financial year
With Winter now upon us it’s time to embrace the joys of the cooler months of the year. June is also the time the financial year draws to a close and preparing for the end of the financial year is so much more than simply wrapping up your tax paperwork.
The upcoming changes to superannuation tax are set to shake up the financial landscape, particularly for those with balances exceeding $3 million, so our second article examines the implications of this change. At Belmores we are reviewing all client portfolios and once it has been legislated we will contact impacted clients with a strategy. As the old saying goes, the devil will be in the detail.
And finally, if you are getting ready to retire it’s good to have something to retire to. Consider how you can weave volunteering into your new life - it can be a way to make your retirement truly extraordinary, while also making the world a better place.
Amid the chaos, bond markets have been gripping global attention as they navigate the challenging conditions. This article explains what makes bonds tick, how these fixed-income investments work, and why they are suddenly at the centre of economic conversations.
Finding life balance: 4 pillars to your wellbeing
While we know the secret to true wellbeing is balance - what does that actually mean?
Elections and inflation.
As we transition into March and the start of Autumn - a season when the weather cools down - the economic and political scene is heating up, with the Federal Budget later this month and a federal election on the horizon.
Our February snapshot has an investing focus, recognising that turbulence in the markets can be a challenging aspect of investing. During share market volatility, it can be difficult to decide whether to buy, sell or simply do nothing.
Our January Snapshot is our regular year in review where we take a look back at the year that was. We look at what moved markets and the economy in 2024 and what to watch out for in the year ahead.
Welcome to summer and, for many, an active season with last-minute tasks and celebrations with family and friends. We take this opportunity to wish you and your family a joy-filled and safe festive season!
It’s the last month of Spring and with summer on the way and many already planning for Christmas and holidays, it might be a busy month.
It’s October and, as Spring delivers a bracing mix of weather events from rain and wind to snow and hail in some parts, we’re looking forward to the longer, warmer days ahead.
Welcome to spring, a season that might be motivational for personal, business and financial renewal. Warmer temperatures and the appearance of new growth and flowers can help to inspire a refresh of our investments and a clean out of the growing pile of life admin.
