December 2020 Newsletter
Season’s Greetings! Welcome to our final newsletter of the year, and what an interesting year it has been!
Our first article provides insight into the importance of advice during turbulent times and explains why households who receive financial advice are generally less stressed about their finances than those who do not. As you know planning is the key to successful investing and we outline some tips to help you reach your financial goals.
We look at a recent report from the Australian Tax Office where they have identified the limited diversification of SMSFs and the weighting towards cash and term-deposits.
If you’re retired, find out how you may be able to turn the equity in your home into cash and allow you to continue to live in your home and neighbourhood.
Lastly, read about how a dog CAN teach you new tricks.
On behalf of our team we want to thank you for your support this year! We hope you have a wonderful holiday season and are able to spend time with family and friends and recharge, ready for 2021.
We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (02) 9326 2788 or email Newsletter@bongiorno.net.au
Bongiorno (NSW) Group