Welcome to our quarterly newsletter

With the end of financial year in our sights, we outline the superannuation changes commencing on 1 July 2024.

Discover what the changes to Australia’s tax system are and how they may impact your investment strategy.

When it comes to relationships, it’s important to have an open conversation about your finances in general and your financial goals to ensure you’re on the same page. We’ve provided a few conversation starters here.

Many Australians dream of an early retirement, but data suggests we are retiring later than we intend to. Discover how this one investing principle can make a difference.

Finally, we’re all aware of the prevalence of cybercrime. One of the simplest ways to protect your information is to ensure you have secure login credentials. Find out more here.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 03 9557 1057 or email We_Care@tbafinancial.com.au

Kind Regards,

TBA Financial

New increased super contribution caps

Give your retirement planning a boost with an injection of funds into your super. But act quickly to weigh up your options. Read full article >>

Tax changes – what it will mean to me

Upcoming changes to Australia’s tax system mean it’s time for investors to review their investment strategies. Read full article >>

Managing finances in a relationship

Couples might be open to sharing all sorts of things, but with finances there’s a little more to think about. Read full article >>

A simple way to retire earlier

Using a fundamental investing principle could help many Australians bring their retirement forward. Read full article >>

Securing your passwords online

We spend a lot of time online and don’t often think about the risks involved. Read full article >>

TBA Consolidated Financial Pty Ltd trading as TBA Financial, ABN 62 074 864 369, is an authorised representative of AMP Financial Planning Pty Limited (Australian Financial Services Licence No. 232706).
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