December 2023 – Client Newsletter

By |2023-12-07T16:30:11+11:0007/12/2023|Categories: Blog|Tags: , , , , , , , |

Click here to download our December Newsletter Superannuation remains a cornerstone of financial planning for most Australians. In this issue, we provide you with a practical to-do list to make sure that your super is working optimally for you. This to-do list includes consolidating your super, reviewing your investment strategy, checking your beneficiary nominations and insurance within your superannuation. Undertaking these tasks can significantly impact your long-term financial health and security and will be crucial for ensuring your retirement savings are working effectively for you.Tax challenges can arise in unexpected ways, such as dealing with lost or destroyed records. We provide guidance on how to navigate [...] READ MORE