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Here we are in the final quarter of the year. Where did the time go?

In our first article we review the recent changes to super contribution rules for the over 65s.

Most of us would love to retire early. We’ve provided some insights from industry professionals on how you could achieve your goal sooner.

There is an overview of different investment types and things to consider when choosing an investment strategy.

2020 has been a tough year for many businesses. If your business has made a tax loss you may be able to offset the loss or carry it forward.

And finally, we discuss how you can find a work/life balance and help maintain it.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (08) 8379 3307 or email

Kind regards,

Geoff Needs

Changes to super contribution rules for over 65s

The Federal Government has updated superannuation laws to allow older Australians to contribute to their super for longer.

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The secrets to early retirement

Dreaming of retiring before you reach 50? The ‘secrets’ to early retirement may be more practical and achievable than you’d think.

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How to find the right investments to help reach your goals

To invest well, you need to find investments that fit your financial goals, investing time frame and risk tolerance.

Get an overview of the different types of investments so you can find the right ones to reach your financial goals.

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Has your business made a tax loss this year?

This has been a difficult year, and your business may have made a tax loss.

A tax loss is when the total deductions you can claim, excluding gifts and donations, are greater than your total income for an income year.

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How to avoid burnout and find balance

Owning a small business is not for the faint hearted. Mindset and Business Coach, Janelle Briggs, shares how you can get your life back in balance, and keep it that way.

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