Monthly Musings

In this latest update we will:

• look at the market movements for the month of October,
• release Episode 14 of our short video series 3 Minute Tech. In this Episode we will cover succession planning whether it be in business, farming or family,
• dig into the First Home Super Saver Scheme in our Focal Point section to outline some of the important rules and considerations,
• provide a short video insight into one of our experienced Private Wealth Advisers and,
• suggest a good podcast to listen to and an interesting book to read.

Episode 14: Succession Planning – Part A

First Home Super Saver Scheme

With housing affordability presenting challenges in many parts around the country, the First Home Super Saver (FHSS) scheme allows eligible individuals to utilise superannuation to save some of the money required for a home deposit. The premise of the Government initiative is to assist buyers to accelerate their savings within the concessional environment of super. We outline some of the important rules and considerations.