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June 2017 – The Latest from our BMG Financial Knowledge Centre
As the financial year draws to a close, this is a good time to reflect on what you’ve achieved in the last 12 months and what you would like to work towards moving forward.
In this month’s edition, we begin by focusing on EOFY planning with several tax and superannuation strategies. If you have anything you need to discuss, please contact us. Our animation illustrates the different types of powers of attorney and how they may be of benefit to you. We discuss diversification’s role in portfolio construction. Understanding what your insurance policies cover you for is important, we take a look at several Income Protection provisions. Lastly, the comedian Dave Allen’s video highlights the pitfalls of waiting around for ‘free’ money.