Taxation and Legal Advice Warning
All information provided in this presentation is of a general or factual nature only. It is not, and is not intended to be taxation or legal advice, nor is it particular to any person’s own circumstances. Accordingly, before acting on any of the information that is discussed herein you should seek professional independent taxation and/or legal advice from a suitably licensed adviser.
On the Thursday edition of the Morning Mail, David is joined by Strategic Financial Adviser at Evans and Partners, Damien Kerr.
The Federal Budget released on Tuesday evening is analysed with Damien providing an insight into the upcoming changes to Superannuation and tax rates. Damien further discusses the finer details of the proposed budget reforms in regards to pension and contributions.
This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships
This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct.
The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed
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