Welcome to our quarterly newsletter

New superannuation changes came into effect on 1 July 2022. Discover what the changes are and how they may benefit you.

The are many variables when it comes to investing. We’ve outlined 5 things you should consider before you begin your investment journey.

If you haven’t reached your full concessional super cap for the past few years, you may be eligible to boost your super by making catch-up contributions. Explore how catch-up contributions work in this article.

If day-to-day expenses are impacting your savings goals, now is the time to set yourself a budget. We’ve provided six tips to get you started.

The cost of living is on the rise, so is it time to change your shopping habits and start buying fresh produce direct from the farmer? We’ve listed some great farmers’ markets in our final article.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 02 8014 2040 or email info@life-plan.com.au

Kind regards,

Life Plan Financial Advisors

A super window of opportunity

New super rules that came into force on 1 July 2022 will provide opportunities to boost your retirement savings well into your 70s. Read full article >>

The value of having a budget

The rising cost of living is on everyone's mind. Here's why having a budget could help get you through the tough times ahead. Read full article >>

10 of the best farmers' markets in Australia

Visiting a farmers’ market is can gift the tastebuds the opportunity to experience a feast of local culinary delights. Read full article >>

Life Plan Financial Advisors Pty Ltd ABN 62 084 598 587 are Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254 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.

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02 8014 2040

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