June 2021 Newsletter

In this month’s newsletter, we begin by covering information on super contributions, and the age and work test conditions that exist with regard to contribution eligibility.

Our animation illustrates budgeting – an important foundation block for building and maintaining wealth, now and in the future.

Having an appropriate plan in place to help you and your loved ones, in case of an unexpected financially adverse event can be a vital consideration – we provide a snapshot overview of personal insurances.

Approximately 62% of Australian households pay for subscription services they don’t use or have forgotten about – we explore this and more.

Chronic diseases are an ongoing cause of substantial ill-health, disability and premature death in Australia. Check out the below video recently released by the Australian Institute of Health and Welfare (AIHW) on the health of Australians. 

We hope you enjoy our June newsletter. Browse our member-only industry information and help improve your personal financial circumstances.

Kind regards,
The team at Bellwether Financial Group

Newsletter Articles

Contribution eligibility: Age & work test conditions

Accumulating wealth in super takes, among other things, contributions. However, there are limits to this. In this article, we cover contribution eligibility conditions—maximum age and the work test.

Read More

Budgeting animation 

Budgeting is an important foundation block for building and maintaining wealth. In this animation, we illustrate the power that can come from budgeting and putting in place an appropriate budget plan.

Launch Video

A snapshot overview of personal insurances

Personal insurances can be a key consideration when it comes to wealth accumulation and related health (and financial) risk management strategies. In this article, we summarise the main insurances.

Read More

The rise of paid subscription services

An estimated collective total of $3.9 billion per year is spent on avoidable paid subscription services by Australian households. In this article, we explore spending and paid subscription services.

Read More

Australia’s health 2020: Chronic diseases

In 2018, 47% of Australians had one or more of the 10 major chronic disease groups. In this video, the Australian Institute of Health and Welfare briefly covers the health of Australians in 2020.

Launch Video

 

 

 

Corporate Documents

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

 

© Bellwether Financial Group

Bellwether Financial Group Pty Ltd
ABN 56 607 274 411 AFSL 479993

 

 

 

 

Address

Level 20 Exchange Tower
2 The Esplanade Perth WA 6000

PO Box Z5393 St Georges Tce
Perth WA 6831

 

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08 9225 4462
or 1800 236 652

Email us at:
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