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We’re a quarter of the way through 2022 already, so now is the perfect time to start preparing for the end of financial year and tax time. We’ve outlined some ideas that can help you make the most of the super and tax opportunities before June 30.

If you’re nearing retirement or already retired, you’re probably keeping a close eye on your nest egg. We’ve provided a few tips for you to mitigate some risks you might face when there is market volatility.

There has been some instability on the share market recently but it’s important to stay the course and ride it out. Remembering your long-term investment principles is key during these uncertain times.

Aged Care is complex and not knowing where to start can be daunting. In this article, we discuss the process and what is involved when being assessed for Aged Care services.

School holidays are fast approaching, and you may be considering a family road trip. There are some great farmers’ markets around and it’s a good opportunity to buy fresh produce and artisan products as well as support the local community.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 02 9906 6566 or email admin@jacksonfinancial.com.au

Kind regards,

Jackson Financial Management

Avoid the rush: Get ready for June 30

It seems like June 30 rolls around quicker every year, so why wait until the last minute to get your personal finances in order? Read full article >>

Risking your retirement

If you're retired or approaching retirement, and dreading the next piece of news that may cause your portfolio to dip, then it might be time to revisit your asset allocation. Read full article >>

Tips to navigate market volatility

In times of market volatility, it's useful to remember a few grounding investment principles that can get you through the good and the not-so-good. Read full article >>

How to get the right My Aged Care Assessment

How to start the aged care assessment process, understand the difference between the ACAT and RAS assessment service, know what is involved in the aged care assessment and the significance of this to getting the right level of aged care at home service. Read full article >>

10 of the best farmers' markets in Australia

Visiting a farmers’ market is can gift the tastebuds the opportunity to experience a feast of local culinary delights. Read full article >>

Wendy Jackson Pty Ltd ABN 38 003 779 897, Trading as Jackson Financial Management. Authorised Representative for WJD Advisory Pty Ltd ABN 15 639 595 770 AFS Licence Number 523727.

General Advice Warning
Any advice contained in this email is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters.

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02 9906 6566

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