Welcome to the 2021/2022 financial year and what a year so far!! In this 3rd edition of our e-newsletter we've attached some light reading for you to enjoy during lockdown.

A ‘mid-flight check’ is something investors should do annually. Whilst the markets have made a remarkable recovery from the 2020 lows, it’s important to check your investments to ensure your portfolio is well diversified.
A few super changes commenced on 1 July 2021, with additional changes expected to begin on 1 July 2022. Understand how these changes may affect you.
Do you know where your money is being spent? The new financial year is the perfect time to check your spending habits and determine whether setting up a budget may help achieve your financial goals faster.
Investing money in IT infrastructure may not only drive growth but also create efficiencies within the business. Find out more here.
Finding the right balance between work and family can be difficult. Can you switch off at the end of the day or do you continue working? Excessive hours can lead to burnout so it’s important to realise there needs to be a comfortable balance between the two.

Note our physical office will be closed in line with the latest government restrictions however the MBA FS team will be working from home throughout this period and the office phone will be answered as usual.

If you would like to make an appointment to review your portfolio during this lockdown period, simply call the office on tel: 8357 3999 or reply to this email. Alternatively, if you'd prefer to make an appointment online simply click the practice's review appt link and schedule a suitable time.

If you have some time over the seven days you may wish to check out our videos or read the latest articles in the article library.

Take care.

Kind regards,

MBA Financial Strategists Pty Ltd

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Is now the perfect time to give your portfolio a mid-flight check?

Fixing the roof is easier, and more enjoyable, when the sun is shining. What a shame then that we only tend to look critically at our investments when it’s blowing a hooley in the markets and we are scrabbling around for buckets to catch the drips. Read full article >>

New financial year rings in some super changes

There are some big changes to super from July 1 this year that could seriously boost your super, so it pays to be informed. Read full article >>

How to reassess your spending and budgeting habits

From our spending habits to our saving trends, the pandemic has changed the way many Australians think about money. Learn how to reassess your financial situation and create a fresh budget for 2021. Read full article >>

3 ways to promote business growth through digitisation

Investing in tech isn’t just something you should do to stay competitive — it can actually drive business growth. Keegan Beikoff explains how. Read full article >>

Life is a balancing act

Do you sometimes feel that your life is a balancing act? Read full article >>

MBA Financial Strategists Pty Ltd ABN 13 008 285 756 and Mark Borg, Darren James, Raimon Lewandowski, Brian Lynch, Peter Berresford, Darren Holst, Nicholas Munro, Jayden Mitchell and Tim Haysman are Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee. Todd Davies is a Credit Representatives of AMP Financial Planning Pty Limited, Australian Credit Licensee.

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77 King William Rd Unley SA 5061
(08) 8357 3999

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