Planwell Newsletter – Winter 2021

Welcome to the Winter edition of our client newsletter.

In this edition we provide you with some superannuation contribution end of financial year reminders. We also take you through two popular topics which we are often asked about – investing in the name of your children or grandchildren, and what to think about when it comes to your retirement decision.

To read the document, please click here.

If you would like to discuss any of the issues raised in this newsletter, please don’t hesitate to contact us and in the meantime we hope you enjoy the read.

All the best,
The Planwell Team