Welcome to the second quarterly newsletter for 2024. It’s hard to believe we’re already starting to focus on the end of financial year and offering essential EOFY tips for your super – but here we are with the Easter long weekend a distant memory, half-way through another footy season, the clocks have gone back and cooler weather has arrived. It’s not long until we’ll be putting in tax returns – and that really is a good opportunity to make sure you’re making the most out of your retirement savings.
The team here at Vision Super is hard at work on end of financial year tasks too, as well as continuing to work on all the other projects we have in progress, including the merger. We’ll keep you updated with further details as we get closer.
In this newsletter, as well as end of financial year tips you’ll find information about staying safe from phishing and smishing scams – another thing that unfortunately increases at the end of the financial year, with scammers trying to steal people’s tax returns by impersonating the ATO, along with various other tricks to try to trick you into handing over your details. Unfortunately, it’s an increasingly well-organised industry of criminals – we do everything we can to keep your money secure, and it’s also important to stay informed to minimise your chances of falling victim to a scam.
As usual, we also have an investment update featuring Michael Wyrsch, our Chief Investments Officer. Michael and the team always keep a close eye on local and global events, as well as the markets, to make sure we’re maximising opportunities for returns on your investments while keeping the risks within our appetite, and their insights are always worth a listen.
Until next time,
Stephen Rowe
CEO