Happy New Year and welcome to our first edition for 2021! We hope you had an enjoyable break over the holiday season.

Government bonds are sometimes considered a safer investment option during turbulent times. Here we explore how they work, the key benefits and how to invest in bonds.

If you’re thinking about buying an investment property, is an interstate property something you’ve considered? Very few of us do but there are some things to keep in mind before you make that decision.

The ASX released data in June 2020 and provides some insight into the poor weighting of cash in SMSFs and the importance of diversifying your assets to offset risk.

Are you contemplating a transition to retirement this year? Find out how a TTR works, what you need to do and the pros and cons of doing so.

Finally, here’s a few delicious summer recipes to try on the BBQ.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 07 3207 7157 or email luke.marton@lbdfs.com.au.

Kind regards,

Luke Marton

Is investing in bonds safe?

To no one’s surprise, there has been renewed interest in government bonds in recent months, considered safe havens during troubled times.

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Investing interstate

When people think of buying an investment property, many only think locally. Investing in a property interstate could possibly be a smarter idea, potentially resulting in a better return on your investment. it may also be a potential way to snaffle a bargain.

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Most SMSFs are still poorly diversified

Data only just released by the Australian Tax Office, detailing the asset allocations for all SMSFs in the quarter to the end of June, shows there was still a large investment weighting at that time towards cash and term deposits.

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Transition to retirement: Access your super while you keep working

A 'transition to retirement' (TTR) strategy lets you access some of your super and keep working.

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Sizzling summer BBQ recipes

Summer and BBQs make an irresistible combo.

And for cooking inspo beyond ordinary, check out these delicious dishes courtesy of our friends at Weber.

Read full article >>

Luke Marton and LifeByDesign Financial Services Pty. Ltd. are Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749, trading as MLC Financial Planning an Australian Financial Services Licensee, Registered office at 105 –153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.

This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax and/or legal advice prior to acting on this information. The material contained in this newsletter is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this email.

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