Collins & Co Wealth Management Newsletter – March

After a summer of quite extreme weather, we can hopefully look forward to the cooler, calmer weather that Autumn brings. We hope you enjoy our Autumn newsletter and the articles we have included to inspire and inform.

For those with superannuation balances over $3 million, now is the time to be thinking about your investment strategy. While the new super tax is not yet law, if it’s passed, it will come into effect on 1 July 2025.

Insurance is a way of mitigating risks to your wealth creation strategy so it makes sense to ensure that your cover will work for you. Check our guide for some ideas to consider.

And finally, you can’t stop the clock, so the saying goes, but science has some of the answers to staying healthy and happy as you age.

As always, if you have any questions, don’t hesitate to get in touch.