Month: February 2022
Monthly Musings
Good morning!
Welcome to the January edition of our Monthly Musings.
In this latest update we will:
- provide our market update for January,
- release the next episode of 3 Minute Tech “Investing for Children – Part B”,
- deliver a paper in “Focal Point” where we highlight how individuals can boost their superannuation balance with the use of non-concessional contributions,
- provide a short video insight into one of our fantastic Associate Advisers, Katrina Ryan, and
- suggest a good podcast to listen to and an interesting book to read.
As always, we hope you enjoy.
Monthly Musings
Good afternoon!
Welcome to the December edition of our Monthly Musings.
In this latest update we will:
- provide our market update for December,
- release the latest episode of 3 Minute Tech on “Investing for Children”,
- deliver a paper on Estate Planning in Focal Point. With Australians set to pass on record amounts of wealth over the coming decades, we highlight what is typically involved in conducting an estate planning process,
- provide a short video insight into one of our experienced Private Wealth Advisers, Phil George, and,
- suggest a good podcast to listen to and an interesting book to read.
As always, we hope you enjoy.
Non-concessional Contributions
As we move through the second half of the financial year, attention often turns to reviewing the merits of additional contributions into superannuation. When it comes to building a superannuation fund, most people acknowledge that their regular employer contributions do a large portion of the work. Non-concessional contributions can also provide significant opportunities. The important rules associated with these types of contributions are highlighted below.