February 2021 Newsletter

Welcome to our February newsletter.

This month we share an insightful video from Bloomberg which explores the shift from physical to digital workplaces and the future of work.

Insurance premium styles are generally an important consideration when establishing your personal insurance. Read our article on different insurance premium options and options to keep in mind when making your selection.

A tax offset reduces the amount of tax you have to pay, increasing your take home income. Learn more about several common tax offsets and how to get the most out of each.

Next, we provide an important update on the future indexation of the transfer balance cap.

Watch our animation about Environmental, Social and Governance (ESG) investing — a practice where investors can align their investment values with their personal values.

And don’t forget to make the most of the Bellwether Knowledge Centre by joining today for an exclusive login. Browse member-only industry information and help improve your personal financial circumstances.

Kind Regards,

The team at Bellwether Financial Group

Newsletter Articles

The future of work: The digital workplace

For many, the 2020 calendar year and the COVID-19 pandemic brought about a sudden and dramatic workplace shift. In this Bloomberg video, there are insightful discussions on the future of work.

Personal insurances: Insurance premium styles

A number of variables influence the insurance premiums payable on a personal insurance policy. In this article, we cover one such variable, insurance premium style and the options available.

Individual taxation: Tax offsets (or rebates)

The income you receive will often be assessable for income tax purposes. However, there will also be instances where the tax payable may be reduced. In this article, we discuss several tax offsets.

Update: Indexation of the transfer balance cap

The transfer balance cap limits the amount of super benefits that can be transferred to retirement phase. In this article, we provide information on the future indexation of the transfer balance cap.

Environmental, Social & Governance (ESG) investing

For some investors, there may be a desire to align their investment values with their personal values. In this animation, we illustrate Environmental, Social & Governance (ESG) investing in detail.