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eNews – June 2024

EOFY is just around the corner, and as is customary, many people are taking stock of their finances and making sure everything is up to scratch. In this month’s newsletter, we cover a few handy tips for getting on top of things before July, plus review some important upcoming changes in the world of tax and super.

Then, we explore what might happen to your super if you and your spouse were to separate. And with inheritance becoming a more common path to home ownership, we look at some of the paths you might find yourself taking when inheriting a property with your siblings.

Next, we give an overview of some quick and easy measures you might be able to use to give your finances a health check. And to wrap things up, financial educator Vanessa Stoykov offers some tips for growing your money mindset.

Enjoy the edition.

Start the new financial year strong with this EOFY checklist

As the 2023-24 financial year draws to a close, we bring you a wrap up of important 1 July changes and some strategies to help put you in a strong position for the coming year.

What happens to your super if you divorce?

Superannuation, divorce and family law can be difficult enough to navigate on their own, but things can get especially complex when they’re bundled together. 

Inheriting property with siblings: What are your options?

Knowing you’ll inherit your parents’ home may be welcome news, but things can get very tricky if you have siblings you’ll have to share it with. 

5 simple metrics to gauge your financial health

If elaborate spreadsheets aren’t your thing, you might use these metrics to get a sense of how your finances are faring — and how far you have to go to reach your goals.

Practical tips on how to grow your money mindset

Financial educator Vanessa Stoykov offers some tips to help shift your attitude towards money.