2018 June Newsletter
The following topics are discussed in this newsletter:
- Ready...set...Are you good to go for the new financial year?
- Budget changes support a brighter retirement
- Helping you find your financial path
- Saving the Australian Dream - Co-owning with Family or Friends
2018 April Newsletter
The following topics are discussed in this newsletter:
- Franking credits facing the chop
- Switching or consolidating super funds can be a very risky business
- Downsizing - Making extra contributions to Super
- Private Health Insurance Coverage
The Importance of Nominating Beneficiaries on your Insurances and Superannuation Accounts
Most Australians are not aware of the importance of nominating beneficiaries on their insurance policies or superannuation accounts. This article shows the importance of ensuring you nominate beneficiaries.
2017 July Newsletter
The following topics are discussed in this newsletter:
- Time to review transition to retirement pensions
- Global markets navigate a sea of uncertainty
- Technology to get you moving
- Monthly Fund Profile: Platinum International Fund
Federal Budget Analysis 2017-2018
Gone is the mantra of debt and deficit. Instead, the Treasurer has balanced the government’s resolve to live within its means with promises to tackle the cost of living and provide the services people need to get ahead. Please read this blog to give you insights to what the budget means for you.
2017 March Newsletter
The following topics are discussed in this newsletter.
- Countdown to Super Deadline
- Learning from Little Ones
- Honesty the best policy with life insurance
2016 November Newsletter
The following topics are discussed in this newsletter.
- Saving for Retirement - The Big Picture
- Aged Care Changes and the Family Home
- Finding the Best Cover
Key Considerations when faced with the question of Super and Divorce
With the increasing emphasis on superannuation as the main retirement savings vehicle, it is quite likely that in the not too distant future, superannuation benefit may surpass the main home as a major asset. Add to the mix the fact that nearly 30% of marriages end in divorce and it is easy to see that advice is required on how best to deal with superannuation and divorce.
2016 October Newsletter
The following topics are discussed in this newsletter.
- Affluenza, are you afflicted?
- Super gets a makeover again
- A story about the importance of Insurance
2016 September Newsletter
2016 June Newsletter
2016 February Newsletter
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