This article encourages readers to review their financial plans and current circumstances for the new financial year.

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Is your financial strategy still working for you?

A financial strategy isn’t something you should set and forget. Life moves, circumstances change, the economy shifts, and what once worked may not be as effective as it used to be. As a new financial year begins, it’s a good time to check in on your financial progress and consider whether your current approach is still the right fit.

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Whether you're nearing retirement, a high-income earner looking to reduce your taxable income, or you're on a lower income and looking for ways to maximise your super contributions; there are a few things you can consider at tax time. Read this article to finish this financial year on the right foot.

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The end of another financial year is looming, and with that may come thoughts about your tax return and how your wealth has tracked throughout the year.

Whether you're nearing retirement, a high-income earner looking to reduce your taxable income, or you're on a lower income and looking for ways to maximise your super contributions; there are a few things you can consider at tax time.

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The new financial year provides an opportunity for a fresh start for your finances. In this article, we discuss how you can get on top of your financial affairs in six manageable steps. {tab title="Introduction"}

The new financial year provides an opportunity for a fresh start for your finances. Make this the financial year you get on top of yours… for good!

We’ve broken it down into six bite-sized, manageable steps for you to tackle over six months, because real change takes time!

The below is a suggested path to a New Financial You, however, you can choose your preferred order and pace.{snippet title="Article Subscribe Message"} {/tabs}

With the new year fast approaching and resolutions starting to creep into people’s minds once again, this article covers four ways to start your new year off financially ready.

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The dawn of a new year sees many people setting new year’s resolutions such as losing some weight or giving up smoking.
Similarly, the beginning of a new year is the ideal time for setting financial goals, and here are four practical ways you can kick your year off to a great start.

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This article is focused on two audiences – those who have taken financial advice and it might be time for a review, and those who are still thinking about it. It provides an example of a potential outcome to inspire the latter group to seek advice.

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Financial planning is, by its nature, forward-looking. What counts is where you are now and what you do in the coming months and years. That said; there’s good reason to pause and take a look over your shoulder to see how far you’ve come. Why? Because taking stock of what you have achieved so far can spur you on to even greater things in the future.

Don’t have a financial plan? In that case it’s well worth looking at what you may have missed out on, and making a resolution (why wait for New Year?) to do something about it.

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This short article discusses the need for regular portfolio and strategy reviews. A good filler article to use as a reminder.

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Almost every year we see dramatic changes to our superannuation system, interest rates, the stock market and the property market.

All of this emphasises the need for regular reviews of your financial strategy and your investment portfolio. A full review should take place on an annual basis and cover such topics as:

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