Your Wealth – Second Half 2023

Highlights

• Why it is important to have a strategic asset allocation framework for your investment portfolio particularly when investing over the long term
• Unpacking the Government's proposal to apply an additional tax on earnings where a person holds more than $3 million in total superannuation
• When is a lump sum withdrawal a member benefit or a death benefit?
• Why the RBA will need to raise interest rates further
• Big Dry Friday 2023; A day to connect city and country, providing support where it's needed most