Welcome to our February newsletter

In our first article, we explain what the upcoming changes to Australia’s tax system are, what implications this may have on investor strategies and super contributions before the end of financial year.

Next, we outline three of the common mistakes people tend to make when there is market volatility and how you can avoid them.

Investing money regularly is one of the best ways you can achieve your financial goals sooner. Learn why setting up automatic payments is a compelling approach.

We all know physical exercise is good for our health, but what about your finances? Being financially fit can help improve your overall wellbeing. Discover more here.

The beginning of the year can be a fresh start - a time to let go of the things in your life that no longer serve you and open yourself up to new possibilities. In our final article, we’ve suggested a few ideas that will help you to let go and create space in your life.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 1300 895 311 or email ivan@ibaa.com.au

Kind regards,

Ivan Bakin

Tax changes – what it will mean to me

Upcoming changes to Australia’s tax system mean it’s time for investors to review their investment strategies. Read more >>

Mistakes to avoid when markets are turbulent

These three common mistakes are easy to avoid. Making them could be costly. Read more >>

How regular investments turned $1,000 into $775,000

A simple ongoing investment strategy can deliver substantial returns over the long term. Read more >>

Managing your financial health

Keep your financial health on track with our tips and tools. Read more >>

Out with the old in 2024...

A New Year can be a fresh start - a time to let go the things in your life that no longer serve you and open yourself up to new possibilities. Read more >>

Ivan Bakin, Authorised Representative No. 26745
Ivan Bakin & Associates Pty Ltd ABN 60 112 357 543
Corporate Authorised Representative (No 285888) of Alliance Wealth Pty Ltd AFSL No 449221

General Advice Warning This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

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1300 895 311

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