Winter has arrived and the end of financial year is just around the corner. In this newsletter we kick off with some options for boosting your super before 30 June.
We look at the benefits of planning ahead for longevity and outline the new super rules to benefit retirees looking to downsize their homes & our article on tax scams is a must-read at this time of year.
To arrange a review or to speak to one of our team, please contact this office on Ph: 02 8539 7999 (ext 2) or info@gjpw.com.au.
Now might be a good time to top up your super and help give your balance a welcome boost. Here’s a guide to help you make the most out of your super before 30 June.
GJ Private Wealth Pty Ltd (ABN 81 167 422 200), Mathew Gale, Andrew Caulfield, Sharon Bathis, Sim Chan and Telina Clarke are Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.
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.
You may still receive direct marketing from AMP as a product issuer, bringing to your attention products, offerings or other information that may be relevant to you. If you no longer wish to receive this information you may opt out by contacting AMP on 1300 157 173.
Sutherland
Suite 3, L 1, 2-4 Merton Street, NSW 2232
Sydney
Level 35, International Tower One, 100 Barangaroo Ave, Sydney NSW 2000