Winter is here, End of financial year, testamentary trusts and more

Welcome to the Winter edition of the Quarterly Insights Newsletter. As we bid farewell to the crisp, sunny days of Autumn, we now face the brisk arrival of winter and the fast approaching end of the financial year.

In this edition, we delve into the recent Federal Budget and its implications for you. We’ll explore how the Federal Government is allocating funds to areas such as cost of living, health, and aged care, among others.

With June 30th just around the corner, we’ve included an article titled “How to End the Financial Year on a High Note,” packed with straightforward tips and reminders to help you maximize this important time.

This winter, we also want to share some tax-effective strategies to ensure that you can leave a legacy for your loved ones in a secure manner, potentially safer than a traditional will. In our article “Who Needs a Testamentary Trust?” you’ll discover alternative estate planning options and learn if they might be suitable for you.

And finally, working out how much you’ll need in retirement can be tricky but there are some guidelines to help you plan the rest of your life. Our final article provides some useful information for those contemplating what their retirement will look like.

Thank you for joining us for this edition. Stay warm and informed!