Welcome to the Winter edition of the Quarterly Insights Newsletter. As winter arrives and the financial year ends, we delve into the recent Federal Budget, exploring its impact on cost of living, health, and aged care.
With June 30th approaching, our article “How to End the Financial Year on a High Note” offers tips to maximise this critical time. We also discuss tax-effective estate planning in “Who Needs a Testamentary Trust?” and provide retirement planning guidelines.
The latest Quarterly Insights Newsletter – Edition 2 2024 sheds more light on these important topics