Make every effort count by tying off any loose ends prior to the end of financial year. With a few simple moves before June 30th, you could put yourself in a better position. Following from last week, here are a further few tips to consider.

With the financial year drawing near, now is an opportune time to begin organising your affairs. In the next two weeks, we'll explore a few things to consider in the lead up to 30 June.

Capital growth sets you free, but cash flow pays the bills.

Financial planning is not just about setting monetary based goals, assessing resources, and creating strategies to manage and grow finances effectively. It also involves planning for short-term and long-term lifestyle objectives.

The publication of the Average Weekly Ordinary Time Earnings (AWOTE) earlier this week has resulted in a few modifications to the Super Contribution limits starting July 1, 2024.

We regularly talk about keeping it simple, having a strategy and focusing on the long term with your investments. Something we haven’t touched on is the benefits of regularly contributing towards your investment portfolio.

Around this time last year, we wrote a piece on the stage three tax cuts and what would this look like.

Diversification is commonly misunderstood by investors. In simple terms, it is a concept of combining asset classes to manage risk.

According to the productivity commissions research paper completed in 2021, around $3.5 trillion of assets will shift from “baby boomers” (people born between 1946 and 1964) to their heirs over the next 30 years. This is touted to be the largest intergenerational wealth transfer in history.