Step Ahead - May 2016
How the Federal Budget affects you

Stay a Step Ahead!

Welcome to your May e-newsletter from Yield Financial Planning. Each month we provide strategic, educational and timely direction, to assist your financial planning journey. We hope you enjoy this edition and if you know anyone you think will find it interesting or that you think might benefit from our advice, why not forward this newsletter to them, by clicking the link at the top of the page.

This month we delve into the budget and how it might affect your financial plan as well as having a close look at AMP's round up of the changes and how they affect people at different stages of their lives.

Have a wonderful day!

James McFall and the team at Yield

Budget roundup — what the proposals mean for you

Federal Treasurer Scott Morrison put forward a number of proposed changes, mainly around contributions to superannuation and taxation, in his budget speech last night.

Here's a brief round up of what the proposals could mean for you — whether you're starting out in your career, taking care of family, on the cusp of reirement or enjoying life after work.

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The Federal Budget and your financial plan

Although the recently announced budget is currently just a proposal, if the changes are passed they have far reaching planning implications. Most established financial plans will need to be revised to adapt to the changes and new thinking will be needed to prosper from them. In this article we share Managing Director James McFall’s opinion on the opportunities and threats this poses to a financial plan.

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Join us at our complimentary SMSF seminar in May

We would like to extend an invitation to our next seminar where we will be focusing on why a SMSF could be the stand out best solution. Come join us for wine, cheese and an insightful discussion, particularly in the current market climate. Registration is free and spaces are limited:

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