Andrew Mason Private Clients in Beaumaris | Financial planner

Andrew Mason Private Clients

Locality: Beaumaris

Phone: 0423 765 639

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12.01.2022 Given the price of oil is shown in every news bulletin these days, not to mention the fact that we're all interested in the likely direction of petrol prices, I thought you might be interested in what the fund managers are saying about the commodity that probably effects us more than any other.

02.01.2022 Superannuation legislation change is upon us once again. With changes coming to both concessional and non-concessional contribution caps post 30/6, the retirement savings strategy will for many, change dramatically. Fundamentally it will not be possible to contribute as much into super from next financial year so if you're looking for a comfortable retirement there is potentially a real need to develop an alternati...ve accumulation strategy; a "Plan B" if you will. As well as having impact on wealth creators, the changes may have significant impact on retirees and those approaching retirement. The good news is there are strategies which may be employed prior to 30/6 to maximise your benefits and perhaps tax position going forward. The important thing is not to do nothing, but to understand what the changes mean to you well before the deadline whilst there is time to make required alterations. See more