Welcome to our latest quarterly newsletter

With the end of financial year in our sights, now is the time to think about giving your retirement planning a boost with an injection of funds to your super before 30 June. We also outline the superannuation changes commencing on 1 July 2024.

Before you start to invest your hard earned money, it is critical to understand what your overall goals and objectives are. We have outlined a number of things you should consider first.

Upcoming changes to Australia’s tax system mean it’s time for investors to review their investment strategies. Discover what the changes are and how they may impact your investment strategy.

Interest rate rises have been at the forefront of conversations over the past 2 years and it’s still up in the air as to when the RBA will start reducing the cash rate. Find out why investors are focused on where interest rates are headed.

Finally, we’re all aware of the prevalence of cybercrime. One of the simplest ways to protect your information is to ensure you have secure login credentials. Find out more here.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (03) 9436 6999 or email pksgfs@bigpond.com

Kind regards,

Trendium Wealth Management

New increased super contribution caps

Give your retirement planning a boost with an injection of funds into your super. But act quickly to weigh up your options. Read full article >>

Tax changes – what it will mean to me

Upcoming changes to Australia’s tax system mean it’s time for investors to review their investment strategies. Read full article >>

Securing your passwords online

We spend a lot of time online and don’t often think about the risks involved. Read full article >>

6 things to consider before investing

Investing your money may be an effective way to help you build long-term wealth. Here are some things to consider before investing. Read full article >>

Why investors are firmly focused on interest rates

2024 is very much a story of how quickly and how sharply rates will start coming down. Read full article >>

Trendium Wealth Management
ASIC AUTHORISED REPRESENTATIVE NUMBER: 383761
Unit 4/31 Constance Court, Epping, VIC, 3076
(03) 9436 6999 ABN 72 651 122 628
Licensee – Affinia TAL Life Limited (TAL Life) ABN 70 050 109 450, AFSL 237848;
Asteron Life & Superannuation Limited (Asteron) ABN 87 073 979 530, AFSL 229880.
Affinia Financial Advisers Limited
GPO Box 5380 Sydney NSW 2001
T 1300 AFFINIA (1300 233 464) E hello@affinia.com.au

Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

Unit 4 / 31 Constance Court Epping VIC 3076
(03) 9436 6999

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