Budget Planner
Bottrell Financial Planning Newsletter – July 2023
Welcome to our July newsletter and, with a new financial year underway, it might be a good opportunity to review some of the recent changes to business and investment rules to make sure you’re on the right track. As the inflation rate begins to ease, with consumer inflation slowing to a 13 month low in […]
Bottrell Financial Planning Newsletter – June 2023
June 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 […]
Bottrell Financial Planning Newsletter – May 2023
May 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 […]
Bottrell Financial Planning Newsletter – April 2023
April 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 […]
Bottrell Financial Planning Newsletter – March 2023
March 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 […]
Bottrell Financial Planning Newsletter – February 2023
February 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 […]
Superannuation: preserved but not forgotten
It is important to be aware of exactly when and how you can access your super, and what you can do in the meantime to make sure it is working to your advantage. PRESERVED UNTIL WHEN? The super rules state that you can’t generally get your hands on your benefit until you meet at least […]
4 Financial Practices for your 40s
Your 40s are the perfect time to think wisely about your finances if you haven’t already as retirement is on the horizon, but you still have enough to make important changes to set you up for the future. We have compiled a list of our top 4 healthy financial practices for your 40s, to get […]