Welcome to our quarterly newsletter

We begin our newsletter by delving into the new tax being imposed on superannuation balances over $3 million. If your super balance is over $3 million, it is time to review your investment strategy.

If you’re nearing retirement and wondering how you will shift into retirement, then now is the time to start planning.

Retirees have worked hard all their lives to save for retirement, however, many retirees are underspending and continue to preserve their capital due to fear of running out of money. Discover more in this article.

The biggest intergenerational wealth transfer will happen in the next couple of decades, so it’s important to understand how to manage this process to ensure your assets are distributed exactly where you wish.

Finally, we’re all aware of the prevalence of cybercrime. One of the simplest ways to protect your information is to ensure you have secure login credentials. Find out more here.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 1300 846 347 or email customersolutions@vinewealth.com.au

Kind Regards,

Vine Wealth

Understanding the new $3m super tax

If your super balance is over $3 million, it’s time to review your investment strategy. Read full article >>

How to shift into pension mode

When and how you can access your super to start an account-based pension. Read full article >>

Why many retirees are underspending

After accumulating superannuation savings over multiple decades, many retirees are fearful of spending too much. Read full article >>

Australians need help on how to manage huge wealth transfer

Most Australians want to share their wealth with the next generation but are unsure how to transfer that wealth and need help to plan for an effective transfer. Read full article >>

Securing your passwords online

We spend a lot of time online and don’t often think about the risks involved. Read full article >>

Vine Investment Planners Ptd Ltd ABN 74 115 893 715 trading as Vine Wealth is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.

Any general advice in this email does not take into account your personal objectives, financial situation and needs, and because of that, you should, before acting on the advice, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs. You should also read the relevant Product Disclosure Statement before acquiring any product mentioned in this email. This email is confidential and is for the intended recipient only. If you are not the intended recipient do not use or rely on this information. Please contact us and delete all copies of this email. If you do not wish to receive any more emails from us please let us know by return email.
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1300 846 347

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