BMG Financial Planning and Accounting Albury Wodonga

May 2019

EOFY planning | Sequencing risk | Hamlet legislation | Retirement wellbeing | Transcendence

In this month’s newsletter, we begin with end of financial year planning tips about fine-tuning your personal finances prior to June 30. Our animation illustrates sequencing risk – one of the risks that retirees face that is specific to the retirement life stage. With the dissolution of parliament ahead of the federal election, we provide a two-part series that looks at several important Bills and Acts. If you have ever wondered how Australia ranks to other countries when it comes to retirement wellbeing and security, we unpack the results of the Global Retirement Index. Lastly, we leave you with a highly emotive TED Talk by Jonathan Gravenor, in which he shares his life’s journey after an unexpected, but transformative event

EOFY planning tips: Fine-tuning your personal finances

As we approach the end of financial year (EOFY), this can be an opportune time to do some fine-tuning in areas of your personal finances. In this article, we provide EOFY planning tips.

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Retirement planning and sequencing risk

Pre and post-retirement, it’s vital to understand the risks that retirees face and have a retirement plan in place to help weather these obstacles. In this animation, we illustrate sequencing risk.

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Legislative update (Bills): To be, or not to be… (Part 1)

Many Bills lapsed following the dissolution of parliament ahead of the federal election. In this article, we look at several of these pertaining to employment, social security and superannuation.

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Legislative update (Acts): To be, or not to be… (Part 2)

Many Bills managed to become Acts before the dissolution of parliament. In this article, we look at several of these pertaining to social security, superannuation and taxation.

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Australia’s ranking in the Global Retirement Index

The Global Retirement Index assesses and compares the level of retirement wellbeing and security in different countries around the world. In this article, we explore how Australia ranks.

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Life’s journey and Maslow’s hierarchy of needs

In this highly emotive TED Talk, Jonathan Gravenor shares his life’s journey – confronting his own mortality, and in doing so, launching himself on a pilgrimage to become a better man.

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