Thesan Private Wealth

May 2024 Update

Welcome to our May newsletter. After concentrating on market-related updates in my previous communications, I’ve decided to shift my focus this month. We’ll be exploring key areas the Australian Taxation Office (ATO) is homing in on this year, along with recent actions taken by the Australian Securities and Investments Commission (ASIC) to address the issue

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How to monitor carried forward concessional contributions

You may be eligible to make concessional contributions that are greater than the annual cap  if you haven’t fully used your concessional cap in an earlier year. This could help you to save  even more for retirement, while also managing tax. There are a number of ways you can contribute to superannuation. Depending on certain

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Diversified Investment Portfolio

Unlock the Powerful Benefits of a Diversified Investment Portfolio with Matthew Tuton Discover the savvy strategy to protect and grow your wealth with a diversified investment portfolio. By combining property investments with shares, you can effectively minimize risks and increase your potential for returns. Why is diversification so crucial? By investing in both property and

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