The start of a new financial year brings new tax and super rules, and an opportunity to reset your goals and investment portfolio. So how do you make the most of this time, to ensure you’re set for next 30 June, and the years ahead?
Co-founder of the Switzer Report Paul Rickard joins nabtrade to discuss:
- How new super rules could affect you, and what you can do about it
- Strategies to improve your portfolio’s performance
- Opportunities to ensure your tax position is optimised for 30 June, and
- How to ensure your long term investment strategy aligns with your goals, and you stay on track.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.