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Monthly Newsletter

June 2025

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.



$3mil rule

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. 


Volunteering in retirement

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.


Bonds 101

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?


April 2025

Elections and inflation.


March 2025

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.


February 2025

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.


January 2025

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.


December 2024

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!


November 2024

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.


October 2024

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. 


September 2024

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.


August 2024

Most of us have been experiencing unexpectedly cold temperatures and high rainfall lately but the good news is that spring is on the way. As the days grow longer and warmer, there can be a sense of optimism and a feeling of renewal. 


July 2024

With the shortest day behind us, the longer days ahead will give us a chance to enjoy the outdoors, even if there’s still a need to rug up.


June 2024

With Winter now officially underway, some might be heading north to warm up and others may lean into the cold on the snowfields. Whichever you choose, don’t forget the approaching end of financial year.