We connect with every individual we deal with in such a way that we have a positive, tangible impact on their lives.
LATEST NEWS FROM OUR BMG KNOWLEDGE CENTRE
With 30 June approaching, this month’s newsletter begins with several helpful end of financial year (EOFY) planning considerations for wealth accumulators, pre-retirees and retirees. When it comes to reaching your financial goals, often, either one or more of the different types of asset classes are invested in to do so—our animation illustrates the unique characteristics of each asset class. Financial literacy plays a fundamental role in achieving individual financial wellbeing—we provide a short quiz for you to test your knowledge. Super is widely considered one of the most tax-effective investment structures available—we list 11 key tax facts about super. Lastly, we provide two recent and insightful videos by the Australian Bureau of Statistics (ABS) covering the impact the COVID-19 pandemic has had on individuals, households and businesses.