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Happy New Year and welcome to our first quarterly newsletter for 2024

In our first article, we take a look at the five key themes that occurred throughout 2023, what you need to keep your eye on in 2024, and reasons why investors might be a little more optimistic for the year ahead.  

Returning to work after you’ve retired and started accessing your super can be done, but you need to ensure it’s done correctly.  

The Treasury's Intergenerational Report was released in 2023 and it outlined the impacts Australia's aging population is going to have on the economy in the next 40 years. Find out more in this article.

When thinking about retirement most of us focus on how much money we’ll need but you should also be considering what your day-to-day lifestyle will look like as it can be a difficult transition for some. We’ve provided a few ideas to get you started.

Staying mentally sharp as we age is not only good for the brain but for your overall health too. In our final article, we explore ways to raise your IQ and keep your brain active.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (08) 8357 3999 or email margieb@mbafs.com.au

Kind regards,

MBA Financial Strategists

2023 saw the return of Goldilocks, but what’s in store for 2024 for investors?

The latest Insights reviews the key events of 2023 and what it meant for investment returns and has a look at the outlook for 2024. Read full article >>

Can I go back to work if I’ve already accessed my super?

Generally, you can, but there may be other things to consider. Read full article >>

How an ageing population permanently changed the Australian economy

The future of Australia’s economy is shaping up to be an incredible prompt for a riddle: ‘something which is older in age, but yet to begin.’ Read full article >>

Rebooting for retirement

As retirement comes into view, it’s time to imagine a new you for the post-work age. Read full article >>

How to increase your IQ for later in life

How do you say sharp at an older age? Here are some top tips from an industry-leading expert. Read full article >>