Welcome to the latest edition of Meritum update. It’s hard to believe that another financial year has come to a close. With a number of changes to superannuation legislation coming into effect from July 1, including changes to the treatment of pre-July 1983 superannuation balances, it’s worthwhile seeking out professional advice now to see how this may affect you.
In this issue, we examine some of the changes announced in the latest federal budget, specifically in relation to tax and superannuation. We also take a look at insurance, and why it’s not worth taking the risk of being either not insured or underinsured. And we also discuss investment performance returns, and why it’s always important to take a long-term perspective.
As always, if you would like more information on any of the topics in this newsletter, or any other investment advice, please feel free to contact us at any time.
