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BAGGETTA & cO

Category: Self-Managed Superannuation Funds

Baggetta & Co understand that the world of Accounting and Finance can be a tricky place to navigate. So we have created a blog to help educate and update YOU on whats happening in the world of Accounting and Finance.

Informed Investor February 2021

In this Newsletter: Market Update and Economic Commentary How much Super should I have at My Age? Investing in Property vs Shares The A-Z of Inheritance Four Thoughts on Cryptocurrency…

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Get your affairs sorted with an estate plan

It’s a topic most people avoid discussing, but organising your legal Will and estate plan while you are fit and well can make things less stressful for your family when you eventually pass away. Here are six ways to start the estate planning process today.

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How to start saving for your future in your 30s

Some big life changes – and big expenses can occur in your 30s such as HECS debts, paying rent while trying to save for a first home deposit, or starting a family. Yet even with all these competing demands for your money, it’s still possible to plan ahead for the future.

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Rethinking retirement

If the Coronavirus pandemic has disrupted your retirement plans, reviewing and adjusting your superannuation strategy could help get you back on track towards achieving your retirement goals. Here are three smart super strategies that could help.

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Finding the Right Business Accountant

Have you been thinking about changing accountants for your business? Then you should!   ‘Thinking about it’ means that you have concerns and doubts about your current accountant and when astute…

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2021 - A List of lists regarding the Macro Investment Outlook

Key Points: 2020 turned out far better for investors than was feared. 2021 is expected to provide solid returns and see a further rotation from pandemic winners to cyclical investments.

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Getting your business structure right the first time

If this year is the year you have finally decided to start up that new business you have always dreamed of starting, it is crucially important to spend the time…

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Review of 2020 - Outlook for 2021

Key Points 2020 was dominated by the Coronavirus pandemic but shares saw okay returns on the back of policy stimulus and vaccine optimism, resulting in constrained but positive returns for…

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A Joe Biden Presidency: Implications for Investors and Australia

Key points The US election has been close and final counting as well as legal challenges could still upset the result, but the now highly likely outcome is a Biden…

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Six steps to building good financial habits

The financial impact of COVID-19 has forced many households to review their finances, rein in spending and consider tighter budgets. If you’re facing challenges, here are some steps that can help in establishing good financial habits.

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How to make a financial plan

In today’s environment it’s never been more important to have a financial plan. A financial plan is a type of structured ‘roadmap’ that helps to set out your future goals and strategies to help achieve them. It also takes into account any adverse risks that may affect you financially, such as loss of income, illness or injury. Here are some tips to get you started.

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Five things to consider when saving for a house deposit

Owning your home is often considered the great Australian dream. But for many, it can feel out of reach. Before you can step onto the property ladder and buy your first home, you’ll likely have to do some serious saving to build up a deposit. Here are some things to consider that can help get you started, and on the road to home ownership sooner.

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Where do we stand with our finances since COVID hit?

Everyone in Australia has been affected by the COVID pandemic to some degree. With disruption to our work and social lives, it’s one of the biggest changes many of us have ever faced. But what has it meant for our money and financial wellbeing?

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Aussie’s saving for a rainy day instead of a holiday

Not many people can say they’ve been unaffected by COVID-19. Whether you’ve lost work, had hours reduced or been fortunate to maintain employment, COVID has been a wake-up call for how we manage our money and set financial goals. Whatever your situation, now could be an ideal time to revisit your financial goals and decide if they’re still right for you.

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APRA reveals $34.4bn super early release

Over $34.4bn has been released from Australian Superannuation Funds under the COVID-19 early release scheme, the Australian Prudential Regulation Authority revealed. The figures, which do not include self-managed super funds,…

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