Welcome to our latest quarterly newsletter for 2024

In our first article, we outline each of the superannuation changes that came into effect on 1 July and how some of these changes may impact you.

Most families find discussing death and inheritance planning unpleasant, however, to ensure your wishes are carried out the way you intend, it’s important to have a will in place. Discover more here.

Generally, you are unable to get access to your super until you are 60 years of age, however, there are some circumstances where you may be able to access your super. We explain more in this article.

Working out how much you’ll need in retirement can be tricky but there are some guidelines to help you plan ahead. Here, we give you an idea of how much you might need in retirement.

While we all dream of having a longer holiday, sometimes it’s not possible. There is a new type of vacation called ‘microcation’. Find out how this trendy little type of holiday is squeezing all the benefits of a big vacation into a short break.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 02 6947 2866 or email admin@sgw.net.au

Kind regards,

Raechel Weaver

Super and tax - what changed on 1 July 2024

Here’s a quick rundown of the latest law changes. Read full article >>

The potential estate complexities of dying without a will

Having a legally valid will can go a long way to avoiding disputes over the division of your assets. Read full article >>

When you can access your super early

The limited circumstances in which you can access your superannuation before retirement. Read full article >>

Living your best life in retirement

Working out how much you’ll need in retirement can be tricky but there are some guidelines to help you plan the rest of your life. Read full article >>

Microcations: a little bit of holiday for a lot of enjoyment

Having a break from the daily grind is the best way to refresh, re-energise and refocus but it’s not always possible to take off for a long holiday, which is where the newest vacation trend - microcations - comes in handy. Read full article >>

Stephen Wood DFP, CFP & JP.
Financial Planner Authorised Representative AMP Financial Planning Pty Ltd ABN 89 051208 327 AFS Licence No. 232706. On behalf of SG Wood Pty Ltd ABN 62 001 378 258 Trading as SGW Financial Services.
This email, including any attachments may contain information that is confidential and commercially sensitive. Unintended Recipient: If you are not the intended recipient you must not read, use, disseminate, distribute or copy any part of this email, disclose its contents to any other party, or take any action in reliance on it. If you have received this email in error please contact the sender immediately and delete this email. Paper copies of documents: You can request a paper copy of documents attached to this email by calling our office. Any advice or compliance documents will be mailed to you free of charge.
This email contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider you financial situation and needs before making any decisions based on this information.

150a Wynyard Street PO Box 318 TUMUT NSW 2720
02 6947 2866

Unsubscribe