MBA FS 🧊 Ed 2023 Newsletter

Welcome to the Winter edition of our practice newsletter.

If you've taken a break from work or haven't been able to make extra super contributions, you may be eligible to make catch-up concessional contributions to top up your super. See the article below.

Although we've had a recent respite from rate rises, the cash rate has been on the rise for over a year now, and while this may impact your home loan interest rate and monthly mortgage repayments, it can also affect your investment portfolio. Explore more in this article.

Dr Oliver outlines seven charts for investors to keep any eye on during the current economic times.

Buying a home is one of the biggest financial decisions you will make this article outlines the pros and areas for consideration of auction or private treaty.

We’re just over mid-way through the year and winter has set in which means we drag our heels a little more around this time of year. In our final article, discover ways you can overcome the winter blues and put a spring back in your step.

As always, 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 by return email. Should you wish to make an appointment simply click on the online booking link here. To arrange an appointment with our Mortgage Broker Todd Davies simply click this booking link. For further helpful information view our article library.

Enjoy your week.

Kind regards,

MBA Financial Strategists Pty Ltd

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How catch-up concessional contributions work

If you’ve had interrupted income, or just haven’t been in a position to put as much into super as you’d like, catch-up concessional contributions may provide an opportunity to top up at a more convenient time. Read full article >>

How do interest rates affect your investments?

Rising interest rates are causing a lot of worry for some, but are good news for others. Read full article >>

The 'how to' for buying property

The lowdown: Buy at auction or private treaty? Read full article >>

Getting your bounce back

Life is pretty frantic, and it is common to feel like it’s a struggle to keep up the pace. In fact, feeling exhausted is so common that it has its own acronym, TATT, which stands for "tired all the time". 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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