THE ADVISER MONTHLY

VOLUME I. ISSUE 6. JUNE 2021.

ENJOYING THE GIFTS OF WINTER; SEEING THROUGH THE OPPORTUNITIES OF SPRING

Winter has arrived! But the good news is, there are only 11 weeks until Spring.

It’s time to enjoy a good glass of red, roasting marshmallows, drinking hot chocolate in front of a warming fire!

The Federal budget was announced last month, we are now understanding the impact of the proposed legislation and expect to see the majority of announcements passed in the not too distant future.

It appears mid to high-income earners have been touted to receive the most benefits. Read more below to see how you fare.

It’s the end of the financial year, a time to finalise all of your own financial affairs, this year there has been a lot of interest in cryptocurrency, these assets are not exempt from the tax system so if you’ve been trading in crypto– the ATO is cracking down and expects taxpayers to report their gains or losses, the article below will help you make sense of it all.

An important change that will positively impact you, is the amount of money you can contribute to your super each year is set to increase from 1 July, with the caps all increasing you will need to understand the changes that impact you.

Have you been watching the property market? We continue to see unprecedented gains in many parts of Australia as May takes the national home value index up 2.2% over the month let’s hear from the professionals on where the market is going.

While traveling the world is still on hold for the minute, it doesn’t hurt to dream and plan your next trip when the world finally opens up again. There’s a German word for this ‘fernweh’ meaning longing to travel to faraway places. It’s no doubt a feeling many of us have at the moment.

The team at Make Work Optional hopes you have an excellent end to the financial year, stay warm!

Increased Contribution Caps in 2021

July 1 brings with it increased contribution caps that will positively impact you.
Do you know how much you will soon be able to contribute?

House Prices Continue to Rise

Values were up by more than 1% across every capital city over the month, with both house and unit values lifting across the board. The property market is continuing to see unprecedented growth across Australia.

Impending ATO Crypto Shakedown

The anonymous nature of trading crypto assets has taxpayers believing their investments are untraceable. This is far from the truth with the ATO crackdown set to shake things up this year.

Who Benefits from the Federal Budget?

On virtually any measure of economic performance, Australia’s economy has demonstrated remarkable resilience. But what does the 2021 – 2022 Federal Budget mean for you?

Gear Up for the Biggest Intergenerational Wealth Transfer in History

The next 20 to 30 years will see the biggest intergenerational wealth handover in history, with the largest between members of the “Baby Boomer” generation and their children.

Travel Dreams Post COVID-19

While we all continue to dream of travel in a post-Covid world, have you given some thought to where you would go? Here are some amazing ideas to get you dreaming.

Thought to live by.

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The biggest risk of all is not taking one.

MELLODY HOBSON

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info@makeworkoptional.com.au

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