by Bottrell WealthJune 2023 Welcome to our June newsletter and, as the winter sets in and the end of the financial year approaches, it’s a good chance to spend some time tidying up and reviewing your finances. Concerns that the Reserve Bank may lift interest rates this month, along with the drama over the US debt ceiling […]
by Bottrell WealthMay 2023 As the days get shorter and temperatures begin to fall, Federal Treasurer Jim Chalmers is working to complete his second Budget, due to be delivered on Tuesday 9 May. All eyes will be on the Reserve Bank board next week as it meets prior to the Federal Budget to decide whether or not […]
by Bottrell WealthApril 2023 Welcome to our April newsletter and, as the days are getting shorter, there’s definitely a bit of a nip in the air. Share markets in Australia and overseas have rallied to end the month in a better position as the global banking system steadies itself and there are expectations of a tempering in […]
by Bottrell WealthMarch 2023 With Autumn underway, the changing season is a reminder to take stock and prepare for what’s ahead as the financial year heads towards its final quarter and the May Federal Budget. The gloomy prospects for economic growth, both in Australia and overseas, are occupying the minds of investors, businesses and political leaders. The […]
by Bottrell WealthFebruary 2023 February marks the end of summer holidays for many of us and getting down to business for 2023. It can be a good time to reflect on plans and goals for the months ahead. China’s plans to kickstart its economy after the pandemic shutdown have been dominating the news this month and will […]
by Bottrell WealthNovember 2022 Welcome to our newsletter. While the race that stops a nation is always a highlight of early November, on the economic front the Labor government’s first Budget, handed down in late October, has been a talking point. Treasurer Jim Chalmers’ first Budget was delivered against a backdrop of continuing turmoil on the global […]
by Bottrell WealthOctober 2022 It’s October and the footy finals are over, depending on which code you follow. In Canberra though, Treasurer Jim Chalmers is warming up for his first Budget on October 25 against a background of mounting economic pressures. In September, persistently high inflation and aggressive rate hikes by the world’s central banks put global […]
by Bottrell WealthAugust 2022 It’s August and as winter draws to a close there’s snow in the Alps and the wattle is blooming. Many Australians will soon receive a sizeable tax refund, if they haven’t already, which should help ease those rising cost-of-living blues. Rising inflation and interest rates were the focus of attention in July. The […]
by Bottrell WealthWho decides what happens to your superannuation savings when you die? You may think that you do, but that isn’t always the case. The ultimate decision may be made by someone you don’t even know – the trustee of your superannuation fund. Let’s look at how you can have greater control. BINDING DEATH BENEFIT NOMINATIONS […]
by Bottrell WealthThe attractiveness of superannuation as an investment and savings vehicle is well known. As we mentioned earlier, although the federal government places limits on the amount of tax-effective contributions we can make, the ability to structure insurance arrangements through super remains. HOW DOES INSURANCE THROUGH SUPER WORK? The types of insurances considered here are limited […]