NEO Newsletter – December 2021

NEO Newsletter – December 2021

Super news for the new financial year From 1 July 2021, there were some exciting changes to super including an increase to the Super Guarantee amount and an increase to the super contribution caps…. Staying safe from scams If lockdowns and travel bans weren’t...
How to Prepare to be Financially Fit in Retirement

How to Prepare to be Financially Fit in Retirement

One of the most common questions we hear people ask is “how much do I need to have a comfortable retirement without spending all my retirement savings?” The answer is a lot simpler than you may think. It is a basic mathematics equation, specifically: The...
Our role as your Financial Adviser

Our role as your Financial Adviser

Investment returns are only a small part of the role a financial adviser plays in ensuring your goals and objectives are achieved and maintained. There is no quick fix when seeking financial advice, although significant benefits can be achieved in the short term via...
NEO Newsletter – Second Edition 2021

NEO Newsletter – Second Edition 2021

Contents: Understanding account-based pensions One day you’ll be ready to retire. Then you can stop working and spend more time doing the things you enjoy. But what are your options when it comes time to access your super? Renovations at home Tempted by a home reno?...
Federal Budget Summary 2021-22

Federal Budget Summary 2021-22

Most measures were predicted and are beneficial, with the exception being the return to default rate drawdown levels for Account Based Pensions. This will force retirees to draw a higher income than what they may need from their retirement nest egg. Pleasingly surplus...