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eNews – July 2023

The new financial year can be a great time to hit the reset button on your finances. This can take many forms — setting new goals, developing new habits, remedying past mistakes. Whatever the case, the tips below can help put you on the right track.

This month, we look at the long-term effects of a superannuation decision many Aussies made, and how proactive retirement planning can help. We also bring you up to speed on some of the biggest tax and super changes that have come into effect this financial year. 

Read on for ways you can protect one of your most valuable, yet often overlooked, assets. And with inflation still bearing down on Aussie households, Nicole Pedersen-McKinnon offers some tips to help lower your expenses. Finally, we look at the three bucket strategy and how it can help with meeting your lifestyle needs in retirement.

Enjoy the edition.

The super decision that could cost Aussies $120,000 in retirement

When it comes to your super, small decisions can have significant consequences. If you’re worried about things snowballing, consider these strategies.

The 1 July tax and super changes you should know about

A lot has changed in the tax and super space this new financial year. Here’s a rundown of some of the most important items you should know about.

Your most valuable asset and how to protect it

The most valuable thing you own might not be your home, your car, or even your investment portfolio. We look at how to protect this often overlooked asset.

Nicole Pedersen-McKinnon: 5 household hacks to help you cut your bills

Beating inflation is no easy task, but Nicole Pedersen-McKinnon offers some handy tips to help make the rising cost of living more manageable.

Hitting your retirement goals with the three bucket strategy

If you’re worried about making your retirement savings last, it might be time to switch things up a bit. The three bucket strategy is one approach worth considering.