Advice Evolution and Fintegrity Monthly News Update

End of financial year tax and super strategies: what you need to know

As the end of the financial year (EOFY) approaches, it’s an important time to assess your tax position and superannuation strategy. With regulatory changes coming into effect from 1 July, this period offers a timely opportunity to put effective plans in place. 

Whether you’re focused on minimising your tax, building retirement savings, or making sure you’re compliant, EOFY is your annual reminder to act—and act smartly.

What’s your “big picture” ?

Even as children, people create this big picture in their minds — a reflection of how they envision their life to be. Whether your big picture is similar to what’s called the Australian Dream (home ownership as the key to a better life) or not depends a lot on your priorities and goals in life.

Retirees working past the age of 70: what to consider

With increasing life expectancy and shifting financial goals, many Australians are choosing to continue working beyond the age of 70. 

Whether for financial security, personal fulfilment, or social engagement, part-time work in retirement can offer numerous benefits. 

Recognising and responding to elder abuse: a community responsibility

Elder abuse is a growing concern in Australia and globally, affecting individuals often aged 55 and over. While many associate abuse with physical harm, it can also be financial, emotional, psychological, or involve neglect. 

The reality is that elder abuse often occurs behind closed doors, frequently at the hands of trusted family members, carers, or acquaintances. 

Keeping busy in retirement: top 10 ideas for the 70+ age group (especially for those who are single or widowed)

Retirement can be a fulfilling and enriching stage of life, even more so when it’s approached with purpose and creativity. For those over 70 who are single, whether by choice, separation, or the loss of a life partner, keeping active, socially engaged, and mentally stimulated becomes even more crucial for emotional well-being and physical health.