July 2025 Newsletter

As we mark the beginning of the new financial year, a few superannuation changes came into effect on 1 July that you need to be aware of. We explain what these changes are in our first article.

Next, discover more about Bonds and the vital role they play and how they actually work. Bond markets have rarely been so widely reported as they battle the turmoil of the current global trade war.  

The share market has been quite volatile for the first half of the year, and while markets have since recovered, it can be a little daunting if retirement is within sight. Don’t be too spooked by the current economic environment. Here, we’ve provided a few tips that can help ease you into retirement. 

The biggest intergenerational wealth transfer will occur over the next couple of decades, so it’s important to understand how to manage this process and be prepared to ensure your assets are distributed exactly as you wish. Find out more in this article.

And, for something a little more energetic, explore reasons why getting out and about during winter boosts your mood, improves your health and increases your energy.