Page 1 - Wealth-Adviser-Issue-113 (FWP)
P. 1

ISSUE 113                                                                                      JUNE 2025

                      WEALTH, WISDOM,



                           AND WELLBEING




                     HOW END-OF-YEAR SUPER PLANNING
                                CAN SECURE YOUR FUTURE






















                                                                                                                      depositphotos.com






        INSIDE                      BY WEALTH ADVISER

        1   Wealth, Wisdom, and Wellbeing:
           How End-of-Year Super Planning   Wealth, Wisdom, and Wellbeing: How End-of-Year Super Planning Can
           Can Secure Your Future   Secure Your Future
        5   Steady Income, Stronger    As the end of the financial year approaches, Australians are presented with a unique
           Portfolios: A Balanced Approach
           to Dividend Investing and   opportunity to take stock of their financial health and make decisions that can shape their
           Financial Resilience     future. Superannuation, the cornerstone of retirement planning in Australia, is at the heart
        8   Rebuilding the Australian Dream:   of this process. The period leading up to June 30 is not just a deadline for tax purposes; it is
           Practical and Philosophical
           Strategies for Housing   a pivotal moment to ensure that your wealth is working as hard as possible for your future.
           Affordability and Financial   “The end of the financial year is a critical time for superannuation members to review
           Stability
                                    their strategies and ensure they are maximising opportunities before June 30,” notes
        12  Q&A: Ask a Question     Morningstar’s “The Ultimate EOFY Superannuation Checklist 2025.” Similarly, IOOF’s “End

         BEFORE YOU GET STARTED
            This Wealth Adviser publication is published by Wealth Today Pty Ltd   Information in this document is no substitute for professional financial
         (AFSL 340289), Sentry Advice Pty Ltd (AFSL 227748), Synchron Advice   advice.
         Pty Ltd (AFSL 243313) and Millennium3 Financial Services Pty Ltd (AFSL   We encourage you to seek professional financial advice before making any
         244252) and contains general and factual information only.  investment or financial decisions.
           Before acting on any information contained herein you should consider if   In any circumstance, before investing in any financial product you should
         it is suitable for you. You should also consider consulting a suitably qualified   obtain and read a Product Disclosure Statement and consider whether it is
         financial, tax and/or legal adviser.                   appropriate for your objectives, situation and needs.
   1   2   3   4   5   6