Risk profiles | Work test exemption | Household finances | Premium variables | Minimalism
In this month’s newsletter, we begin by discussing the process behind determining an appropriate investment risk profile. Our animation illustrates the work test exemption, which provides additional flexibility for those aged 65 to 74 and wishing to contribute to superannuation. Running a successful, long-term business requires proper, ongoing management accounting; we look at financial statements within the context of household finances. Insurance premiums can vary considerably from one person to the next; we explore several of the underlying variables at play through the use of a case study. Lastly, we leave you with a video by Matt D’Avella, who shares how minimalism helped him with his personal finances.
Spotlight on investment risk profiles
Whether you are a wealth accumulator or retiree, determining an appropriate investment risk profile is important. In this article, we discuss the process behind this in further detail.