Welcome to our July newsletter

There have been a number of changes to superannuation recently, so here’s a quick guide to help you keep track of what’s changed.

The cash rate has been on the rise for more than 12 months now, and while this may impact your home loan interest rate and monthly mortgage repayments, it can also affect your investment portfolio. Find out more in this article.

With the new financial year upon us, now is a great time to review your finances to help put you on the right track for this financial year and beyond.

If you're considering starting an investment portfolio but have been put off due to not having a large sum of money to begin – think again. Here, we outline a few of those investment myths.

We’re mid-way through the year and winter has definitely set in which means, we tend to drag our heels a little more around this time of year. In our final article, discover ways you can overcome the winter blues and put a spring back in your step.

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

Will these super changes affect you?

Keep an eye on your super with our guide to all the latest changes. Read more >>

Setting yourself up for success in the new financial year

Now is the time for some financial spring cleaning to put you on the right track for the new financial year. Read more >>

How do interest rates affect your investments?

Rising interest rates are causing a lot of worry for some, but are good news for others. Read more >>

How much time and money do you really need to start investing?

There's a common misperception that in order to start investing, you need a large initial sum and lots of time. Here's why that's a myth. Read more >>

Getting your bounce back

Life is pretty frantic, and it is common to feel like it’s a struggle to keep up the pace. In fact, feeling exhausted is so common that it has its own acronym, TATT, which stands for "tired all the time". 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.

Nexus Building Suite 510, #4 Columbia Court Baulkham Hills NSW 2153
1300 895 311

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