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Hello {{{first_name}}},
Thank you for your patience while I get my head around this regularity of this newsletter.
I believe you will find the articles and calculators of benefit.
The strategies I have for detailed may have some tax benefits if implemented prior to 30 June so
please take a look at these and should you want to discuss give our office a call.
Please if nothing else try the How much Super calculator, which I will place a link
permanently on our web site. It does not take into consideration all the options available for funding
your retirement but is a good guide and a great starting point to commence your planning towards
ensuring you prepare for your retirement.
Remember please call to discuss with my office any of the material you find of interest and we will
assist you to Prepare for the Future by Planning Today.
There are a number of strategies we could put in place to help you make the most of your money
and tax position this financial year-end.
If we act before 30 June this year, we can not only improve your current situation but also ensure
you have as much as possible when you stop working.
This flyer is on my web site and details some great ways to make the most of your money. To take
advantage of these options this year, we would need to review your circumstances and implement
the appropriate strategies prior to 30 June.
To find out more, or if there is anything else I can help you with,
please call me on
07 3272 6588.
Thank you once more.
Gavin Moore – Director of GTM Financial Pty Ltd and
Authorised representative of Matrix Planning Solutions
07 3272 6588
This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Market Update
The performance of the share market, has overshadowed positive economic and market news:
A forecast GDP growth rate of 3.25% in 2010, by the Reserve Bank.
More attractive valuations for Australian shares as a result of improved company profits and recent share price falls.
We believe investing in quality Australian companies is an appropriate long-term investment strategy.
Smart year-end strategies 2010
With the end of the financial year fast approaching, it’s a great time to build and protect your wealth in a tax-effective manner.
But you’ll have to take action before 30 June to benefit from the opportunities available this year.
What kind of investments suit your risk profile?
All investments are subject to risk. This means that, as well as making it, you can also lose money
on your investments or that they may not meet your objectives.
As a general rule, the higher the potential return, the higher the investment risk and the longer the suggested investment timeframe.
I recently attended an insurance presentation where this video was showed. Sometimes we lose site on the value
of insurance. This video may reinforce why it is so important to be adequately covered.
For many people the 9% compulsory super contribution alone isn’t enough to
ensure they have the retirement lifestyle they want.
The How Much Super calculator lets you work
out how much money you will have on retirement based on a variety of factors. You
can also specify a desired retirement income and find out how much extra you will
need to contribute to get there.
General Advice Warning
“This advice is of a general nature only and does not take into account your circumstances or needs. You must decide if this information is suitable to your personal situation or seek advice. Prior to investing in any particular product, you should read the Product Disclosure Statement.”
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