Welcome to our latest quarterly newsletter

With the end of financial year in our sights, now is the time to think about giving your retirement planning a boost with an injection of funds to your super before 30 June. We also outline the superannuation changes commencing on 1 July 2024.

Before you start to invest your hard earned money, it is critical to understand what your overall goals and objectives are. We have outlined a number of things you should consider first.

Upcoming changes to Australia’s tax system mean it’s time for investors to review their investment strategies. Discover what the changes are and how they may impact your investment strategy.

Interest rate rises have been at the forefront of conversations over the past 2 years and it’s still up in the air as to when the RBA will start reducing the cash rate. Find out why investors are focused on where interest rates are headed.

Finally, we’re all aware of the prevalence of cybercrime. One of the simplest ways to protect your information is to ensure you have secure login credentials. Find out more here.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (08) 8362 4555 or email kate@tendfp.com.au

Kind regards,

Kate Phillips

New increased super contribution caps

Give your retirement planning a boost with an injection of funds into your super. But act quickly to weigh up your options. Read more >>

Tax changes – what it will mean to me

Upcoming changes to Australia’s tax system mean it’s time for investors to review their investment strategies. Read more >>

Securing your passwords online

We spend a lot of time online and don’t often think about the risks involved. Read more >>

6 things to consider before investing

Investing your money may be an effective way to help you build long-term wealth. Here are some things to consider before investing. Read more >>

Why investors are firmly focused on interest rates

2024 is very much a story of how quickly and how sharply rates will start coming down. Read more >>

Tend Financial Planning Pty Ltd, ACN 142 326 056, Kate Phillips and Anona Fitzgerald are Authorised Representatives of Consultum Financial Adviser Pty Ltd, ABN 65 006 373 995 Australian Financial Services Licensee 230323 with its registered office Level 6, 161 Collins Street, Melbourne VIC 3000

Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

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(08) 8362 4555

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