Fitrio Wealth

12/06/2025

In our second instalment of this four-part series, we address another question on the minds of retirees and pre-retirees: Do we hold any gold?

With global markets facing uncertainty, gold’s reputation as a “safe haven” asset has sparked renewed interest.

Read more: https://tinyurl.com/fitrio-gold

Contact Us: https://tinyurl.com/fitrio-contact

Disclaimer: This blog provides general information only and does not constitute financial advice. It has not taken into account your objectives, financial situation, or needs. Before making any financial decisions, you should consider whether the information is appropriate for your circumstances and seek advice from a licensed financial adviser.

06/06/2025

Global markets are turbulent, and retirees and pre-retirees are asking critical questions about their financial future. At Fitrio Wealth, we’re launching a four-part newsletter series to provide clarity on key concerns: Should you exit US shares? Is gold in your portfolio? What happens in a recession? Should you sell out now?

Starting today, our weekly series offers general insights to help you navigate volatility, without personal advice. Join us to stay informed and make sense of today’s markets.

Read Part 1 now: https://www.fitriowealth.com.au/blog/should-we-get-out-of-us-shares

Connect with us to discuss your financial strategy: https://www.fitriowealth.com.au/contact-us-financial-planning-sydney

Disclaimer: This blog provides general information only and does not constitute financial advice. It has not taken into account your objectives, financial situation, or needs. Before making any financial decisions, you should consider whether the information is appropriate for your circumstances and seek advice from a licensed financial adviser.

31/05/2024

📢 The Australian Government's Federal Budget has been released recently and you might be interested in how it impacts you! Here are the key highlights:

🔋 $300/year energy bill rebate starting 1 July 2024.
📚 Capped student loan indexation rates retroactive from 1 June 2023.
💰 Superannuation on Paid Parental Leave from 1 July 2025.
👵 Extended freeze on deeming rates for retirees until 30 June 2025.
🏠 Increased Rent Assistance by 10% from 20 September 2024.
💊 Cheaper medicines with a freeze on PBS co-payments starting 1 January 2025.
🛡️ More support for carers and victims of domestic violence.

📖 Read the full breakdown here: https://www.fwasylvania.com.au/blog/5-minute-budget-round-up

Contact us: https://www.fwasylvania.com.au/contact-us-financial-planning-sydney-2

5-Minute Budget Round Up

22/05/2024

Interesting insights from the team at Vanguard on the personalised retirement solutions needed to improve retirement outcomes and close advice gap.

3 key takeaways:

Member-Focused Measures: Emphasising improved financial literacy through education, insights, and engagement to boost individual retirement confidence.

Fund and System-Level Improvements: Advocating for personalised guidance, expanded low-cost intra-fund advice, a broader suite of retirement products, and simplified access to financial advice to reduce system complexity.

Comprehensive Support for Retirees: Promoting a principles-based approach to personalised guidance and full financial advice, ensuring seamless access to various levels of support tailored to individual needs and life stages.

Link to full article: https://www.vanguard.com.au/corporate/media-centre/2024/personalised-retirement-solutions-needed-to-improve-retirement-outcomes

Contact Us: https://www.fwasylvania.com.au/contact-us-financial-planning-sydney-2

10/05/2024

Part 5 of our SMSF Series - The Importance of Using a Financial Planner for Your SMSF

Read the full article here: https://www.fwasylvania.com.au/blog/the-importance-of-using-a-financial-planner-for-your-smsf

Contact us for more details: https://www.fwasylvania.com.au/contact-us-financial-planning-sydney-2.

07/05/2024

Superannuation and Taxation: Your Guide to the 2024 Changes and How to Maximise Your Benefits.

Read full article here: https://www.fwasylvania.com.au/blog/tax-and-super-changes-2024

Contact us: https://www.fwasylvania.com.au/contact-us-financial-planning-sydney-2

02/05/2024

Discover what assets you can legally hold in a Self Managed Super Fund in Australia.

Read the full article here: https://www.fwasylvania.com.au/blog/types-of-assets-permitted-under-australian-law-for-smsfs

25/04/2024

Discover the crucial insights into managing Self-Managed Super Funds (SMSFs) with our latest blog. Whether you're a seasoned trustee or new to SMSFs, understanding the regulatory hurdles, financial risks, and the importance of diversified investments is key to safeguarding your retirement savings. Learn how to maintain compliance, manage costs effectively, and ensure a robust investment strategy with our expert guidance. Avoid common SMSF pitfalls and secure your financial future. Dive into our full blog for a comprehensive guide! 💼📊

Link to the full article: https://www.fwasylvania.com.au/blog/pitfalls-to-avoid-with-smsfs

24/04/2024

Lest we forget.

18/04/2024

Explore the Benefits of Managing Your Own Super Fund. Part 2 of our SMSF Series:

https://www.fwasylvania.com.au/blog/key-benefits-of-managing-your-own-super-fund