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Welcome to our October edition

Whether you’re starting your investment journey or nearing retirement, it’s important to review your strategy regularly to keep on track to achieve your financial goals no matter what stage of life you are at.

While ensuring your wishes are carried out when you eventually pass away is something that most of us hope will happen, it’s commonly known that a lot of us that don’t have a will or estate plan in place. This article outlines some things to consider.

Capital gains tax can be tricky – when does it and when doesn’t it get applied? If this is a question that you’ve asked yourself before then this article may provide a little more clarity.

Playing an active role in your investments throughout your working career should continue throughout retirement as well. Discover why in this article.

How we work has changed dramatically over the past few years due to COVID, with many of us now working in a hybrid environment. This can blur the lines when it comes to knowing when to take a break. Our final article explains why planning a holiday is vital to stay on top of your health and well-being.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 02 4344 7114 or email admin@colemanfarrell.com.au

Kind regards,

Coleman Farrell

Your investing style - as unique as you

Your style of investing needs to work for your unique goals and circumstances - so the ‘right’ investment strategy is the one that's right for you. Read full article >>>>>>

Wills and powers of attorney

Plan ahead to make sure your wishes are carried out. Read full article >>>>>>

Understanding capital gains tax

Don’t be put off – here’s a quick guide to help you understand capital gains tax. Read full article >>>>>>

A retirement plan built to last

Staying the course, and not being distracted by short-term market events, is just as important in retirement as it is at any other time. Read full article >>>>>>

Go on... take a break!

One of the things many of us have been missing over the past few years is holidays, but now that the world is opening up again for travel and destinations that have been pretty quiet are now eagerly welcoming back tourists, taking a break has never been more appealing. Read full article >>>>>>