Sowing the seeds for retirement, tax changes, living longer, stopping scams and more

Welcome to the Autumn edition of our Quarterly Connections Newsletter. As the crisp air settles in and leaves begin to turn, we’re embracing the season by delving into topics that resonate with this phase of life: retirement.

Australia is on the brink of a retirement boom, making it crucial to navigate this transition wisely to safeguard your financial future and we work closely with you to make sure you retire in the best possible financial position. However, it’s also vital to think about what retirement means to you and how you want to spend your time. The adage “have something to retire to” is good advice to make for a happy retirement – and a joy-filled life today. Explore our feature article, “Sowing the Seeds for a Happy Retirement” to pave the way for a fulfilling retirement journey.

As Benjamin Franklin famously stated, “In this world, nothing can be said to be certain, except death and taxes.” With imminent changes to Australia’s tax landscape, now is the opportune moment for investors to reassess their strategies. Our article, “Tax Changes – What It Will Mean to Me,” outlines the forthcoming alterations to the superannuation taxation system, providing invaluable insights into their implications for you.

In an era where life expectancy continues to rise, prudent management of your superannuation becomes paramount. Our article, “Planning the Best Use of Super,” is brimming with actionable advice to ensure your nest egg sustains you throughout your golden years.

In addition, the most important part of retirement is making it there to enjoy it in the first place. With so many threats to our health that are within our power to control, the article provided by insurer Zurich entitled ‘ Secret of the ‘Blue Zones’: Lifestyle Habits for Longevity’ will demonstrate that six lifestyle habits of people who live in areas with a disproportionate number of Centenarians. This article will provide some insight into aspects of your life you can change to increase your chances of a long and fulfilling retirement.

Finally, we have some tips on protecting yourself from scammers to ensure that shady characters do not steal what you have worked so hard and long for.

We hope this edition serves as a guiding light on your journey towards a secure and fulfilling retirement. Happy reading!