July 2023 Newsletter

The new financial year is a great time to hit the review button on your finances. This can take many forms - with one in particular featured in our top article this month.

Tax and super changes you should know about

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Newsletter Articles

The 1 July tax and super changes you should know about

A lot has changed in the tax and super space this new financial year. Here’s a rundown of some of the most important items you should know about.

The super decision that could cost Aussies $120,000 in retirement

When it comes to your super, small decisions can have significant consequences. If you’re worried about things snowballing, consider these strategies.

Your most valuable asset and how to protect it

The most valuable thing you own might not be your home, your car, or even your investment portfolio. We look at how to protect this often overlooked asset.

Nicole Pedersen-McKinnon: 5 household hacks to help you cut your bills

Beating inflation is no easy task, but Nicole Pedersen-McKinnon offers some handy tips to help make the rising cost of living more manageable.

Hitting your retirement goals with the three bucket strategy

If you’re worried about making your retirement savings last, it might be time to switch things up a bit. The three bucket strategy is one approach worth considering.