Knowledge Centre

Welcome to the second edition of InTouch for 2022, in what has already been a year of many changes on both the world stage and domestically with a new federal government.

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Welcome to the first edition for 2022. It has been another eventful start to the year in many respects, but what continues to remain consistent is our focus on keeping our clients informed of the latest opportunities that may impact their personal financial plan.

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From 1 July 2022, if you’re a first home buyer you can release up to $50,000 (up from $30,000) from your voluntary super contributions to help you buy your first home.

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Nominating your super beneficiary is something you have most likely been asked to do if you have a superannuation fund.

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Global shares had a mixed month. Due to upward movements in the Australian dollar, on an unhedged basis, global shares were down 0.9%, but on a hedged basis were up 2.9%. In a fairly similar result to last month, global emerging markets fell 5.6% over the month.

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The unexpected events of the past few years have made financial protection a front of mind matter for most Australians. Now more than ever we appreciate that life does not always go the way we plan. Having a plan in place if things do take an unexpected turn can mean that our health, lifestyle and family are better protected.

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Global shares fell 2.8% and 5.5% in unhedged and hedged terms, respectively, which was a similar result to what we saw in January. Global emerging markets fell 5.8% over the month.

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Are you approaching retirement? Then chances are the funding of your lifestyle in retirement may be on your mind. Take steps now to avoid getting caught short on retirement income and live the retirement lifestyle you want.

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Global shares fell 2.2% and 5.1% in unhedged and hedged terms, respectively. Global emerging markets rose 1.2% over the month.

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The last couple of years have been tough on a lot of people with the COVID pandemic throwing the world into chaos and taking a toll on our physical, mental, financial and emotional wellbeing.

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