Welcome to our September newsletter

In our first article, we explore why Australians need a confidence boost when it comes to planning for retirement. The sooner you start planning, the more confident you could be in retirement.

Here, we delve into the meaning behind what it is to be a ‘sophisticated investor’, how you qualify, and the pros and cons of being one.

New superannuation rules due soon are adding to the popularity of trusts. Discover more in this article.

Transitioning to aged care can be challenging for the whole family, especially when you try to understand the different types of aged care and the options that are available. Find out more here.

The rise of wearable devices and apps to help us manage our health shows that we are taking an interest in improving our physical and mental wellbeing, however, it can be tricky knowing what to track and how to make improvements.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 02 6282 6282 or email shane@crownalliance.com.au

Kind regards,

Shane Owen

Australians need a retirement confidence boost

Giving Australians better access to high-quality and more affordable financial advice is imperative. Read full article >>

The pros and cons of being a sophisticated investor

Many Australians now technically qualify to be certified as a sophisticated investor, but what are the benefits and risks? Read full article >>

Trusts and the new super tax rules

Ensuring you’ve structured your finances tax-effectively is always a concern, but with new tax rules for super on the horizon, many people with large balances are considering alternative vehicles to save for retirement. Read full article >>

Aged Care Financial Planning

When looking into the financial elements associated with planning for aged care, there is a lot of information out there which can be confusing. Read full article >>

How beneficial is tracking our health?

The rise of wearable devices and apps to help us manage our health show that we are taking an interest in improving our physical and mental wellbeing, however it can be tricky knowing what to track and how to make improvements. Read full article >>

Crown Alliance Financial ABN 91 610 536 411 trading as Crown Alliance Financial

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.

Canberra Office Postal: P.O. Box 211, CURTIN ACT 2605 Office: 12a Thesiger Ct, DEAKIN ACT 2600
02 6282 6282

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