KFG October 2023
Welcome to our October newsletter.
In our first article, we share with you our Holiday Season closure dates. Please ensure you finalise any outstanding financial planning needs prior to the end of the year.
Next, we’ve provided a quick overview of how salary sacrificing works, and what the tax benefits are in terms of potentially reducing your taxable income and saving more for retirement.
We discover how the value of the Aussie dollar is affected by changes in economic conditions and how this fluctuation can impact your investments.
When you’re preparing to retire, it’s important to work out what type of lifestyle you’d like to live and how much income you need to support that lifestyle. Here, we outline some things to consider when you start planning for retirement.
And finally, tackling financial goals together can help couples understand each other’s spending habits and develop good saving skills to create the kind of future that works for you both. As we approach the end of 2023, what better time to start planning and revisiting your financial goals for the New Year.
We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (03) 9999 2700 or email wealth@kfgroup.com.au or your adviser directly.
Kind regards,
the KFG Team.
