Monthly Archives: May 2024

Basics about Super – EOFY Personal Finance checklist – EOFY

The end of the financial year (EOFY) is approaching, and it’s now time to review all financial matters and take necessary actions before the 30th of June deadline. This includes gathering and documenting all transactions to maintain accurate records. To … Continue reading

Posted in Basics about Super, Retirement Planning, Superannuation General | Tagged , , , , , , , | Leave a comment

MASTERCLASS Investment  – 8 Investment Strategy Review Tips – End of financial year

May and June is a good time to review your investment strategy before End of financial year (EOFY) – an important  stage for the investor, as SOME actions MUST be taken before 30 June!! Here are 8 tips for end … Continue reading

Posted in Investing - Stock Fundamentals, Masterclass Investment, SMSF Investing | Tagged , , , , , , , | Leave a comment

Pensions – When to retire and how much you can draw from super

The stage in life comes to deciding to when to retire and how much we can draw from our super and how much we need to live! Tony Kaye at First Links explains some important details – One of the … Continue reading

Posted in Centrelink, Pensions / Income Streams, Retirement Planning | Tagged , , , , , , , | Leave a comment