Welcome to our latest quarterly newsletter

With the end of financial year in our sights, now is the time to think about giving your retirement planning a boost with an injection of funds to your super before 30 June. We also outline the superannuation changes commencing on 1 July 2024.

Before you start to invest your hard earned money, it is critical to understand what your overall goals and objectives are. We have outlined a number of things you should consider first.

Upcoming changes to Australia’s tax system mean it’s time for investors to review their investment strategies. Discover what the changes are and how they may impact your investment strategy.

Interest rate rises have been at the forefront of conversations over the past 2 years and it’s still up in the air as to when the RBA will start reducing the cash rate. Find out why investors are focused on where interest rates are headed.

Finally, we’re all aware of the prevalence of cybercrime. One of the simplest ways to protect your information is to ensure you have secure login credentials. Find out more here.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 03 5021 1235 or email info@trilogyfg.com.au

Kind regards,

Trilogy Financial Group

New increased super contribution caps

Give your retirement planning a boost with an injection of funds into your super. But act quickly to weigh up your options. Read full article >>

Tax changes – what it will mean to me

Upcoming changes to Australia’s tax system mean it’s time for investors to review their investment strategies. Read full article >>

Securing your passwords online

We spend a lot of time online and don’t often think about the risks involved. Read full article >>

6 things to consider before investing

Investing your money may be an effective way to help you build long-term wealth. Here are some things to consider before investing. Read full article >>

Why investors are firmly focused on interest rates

2024 is very much a story of how quickly and how sharply rates will start coming down. Read full article >>

Trilogy FG Pty Ltd trading as Trilogy Financial Group is an/are Authorised Representative(s) of
GWM Adviser Services Limited ABN 96 002 071 749, trading as Garvan Financial Planning/MLC Financial Planning an Australian Financial Services Licensee, Registered office at 105 –153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.

This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax and/or legal advice prior to acting on this information. The material contained in this newsletter is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this email.

234 Deakin Avenue, Mildura VIC 3500
03 5021 1235

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