February Financial Planning Newsletter

2018 is in full swing and we hope you have kicked off the year with a bang!

This time of year provides the perfect opportunity to reflect on where you've been...and where you're heading.

We hope you enjoy our first newsletter for 2018.

Kind regards,

Kate Phillips

How to add thousands to your super in just 10 minutes

A simple super oversight is costing Australians thousands of dollars in their retirement, according to research released by MLC.

Beyond share prices

Investors shouldn't overlook that there are two components to sharemarket returns – dividend yield and capital gains (or losses).

Superannuation and moving overseas

If you’re an Australian permanent resident or citizen heading overseas, your super remains subject to the same rules, even if you are leaving Australia permanently. This means your super must remain in your super fund/s until you reach preservation age and are eligible to access it.

Automatic bill payments

Direct debits can help you organise your finances. Make sure you understand how they work and what to do if you want to cancel them.

It's official: multitasking sucks

Think you’re great at multitasking? So did these people, until studies revealed some unsettling data.

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.

48 Fullarton Road Norwood SA 5067
(08) 8362 4555

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