May 2020 Newsletter

In our May newsletter, with June 30 on the horizon, we begin by discussing several end of financial year planning tips for wealth accumulators, pre-retirees and retirees. Our animation illustrates loss aversion, a type of cognitive bias that can influence our financial decision-making in a range of personal finance areas.

At present, certain conditions of release could allow us to access our super early; we unpack the potential long-term impact of doing so under a new, temporary condition of release. The JobKeeper Payment was recently legislated, with some changes; we provide an updated overview of this in our next article. We also share a TED Talk by Anna Rosling Rönnlund, where she discusses Dollar Street, an interactive tool that allows us to view the world as a street, ordered by income.

Lastly, with the current global situation, it’s important to take time to look after our physical, mental and emotional wellbeing. We share with you a video by Doctors without Borders with several helpful self-care tips.

The Bellwether Team are back in the office and operating as normal. If you would like to check in and discuss your finances, please contact us direct.

Kind Regards,
The team at
Bellwether Financial Group

Newsletter Articles

EOFY planning tips: Give your finances a boost

With the end of financial year on the horizon, it’s important to review areas of our personal finances, and take action if required, before 30 June. In this article, we discuss EOFY planning tips.

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Cognitive bias: Loss aversion animation

Behavioural finance, a sub-field of behavioural economics, studies the psychology of decision-making. In this animation, we illustrate loss aversion, and how it can influence our decision-making.

Launch Video

The potential long-term impact of accessing super early

To access super, a condition of release must be met. In this article, we list these conditions of release, and also provide information on the potential long-term impact of accessing super early.

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JobKeeper Payment scheme: Legislated, with changes

In two recent articles, we provided overviews of the Government’s economic response to the COVID-19 pandemic. In this article, we provide an updated overview of the now legislated JobKeeper Payment.

Read More

Dollar Street: The world as a street ordered by income

Our ideas about people in other places and cultures live can be formed by the images we see in the media. In this TED Talk, Anna Rosling Rönnlund discusses an alternative viewpoint, Dollar Street.

Launch Video

Wellbeing: Self-care tips in times of stress or anxiety

Looking after our wellbeing is vital, especially in times of elevated stress or anxiety. In this video, Médecins Sans Frontières (Doctors without Borders) provides some helpful self-care tips.

Launch Video




Corporate Documents

CPD Policy
Financial Services Guide - Martin Watson
Financial Services Guide - Stephen Davies
Privacy Policy


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