Holding insurance inside vs outside superannuation

Personal insurance should be viewed as a necessity, whatever your personal situation is; holding some form of insurance will help ease the burden on yourself and family, should a serious event occur. You can decide whether you hold your insurance inside or outside of your superannuation fund; your personal or family's circumstance will determine t ... Read More


5 Fast Facts About Trauma Insurance

Trauma Insurance or Trauma Cover, is also known as 'critical illness insurance', 'sickness and accident insurance' and 'living insurance'. It pays a lump sum in the event of a specified medical condition, regardless of whether you are prevented from working or not. These 'medical conditions' can vary from insurer to insurer, but most will cover can ... Read More


Tips from a mortgage broker

Here are three tips for entering the housing market, from Astute Hendra mortgage broker, Jack Wall. If you would like to get in contact with Jack, his bio and contact details are at the end of this blog. With that, here are Jack's three tips: Get in touch with your finance broker. By reaching out to your broker as a first step, you will be ... Read More

superannuation contributions from downsizing

Superannuation Contributions Update

Contributing the proceeds of downsizing to superannuation Author: Shelly Johal The information for this article was sourced from the Client Impact Statement, "Contributing the proceeds of downsizing to superannuation" by Ben Miller from CCH From 1 July 2018, proceeds from downsizing the family home will become available as a new type of super ... Read More

Reviewing your mortgage: it’s simple really

Written by: Shelly Johal I am sure you are all familiar with iSelect; they are all over the internet and television at the moment. Recently iSelect conducted some research into individuals and their mortgages. What they found was that one in three Australians have not had their mortgages reviewed in the last five years. It was also determined t ... Read More

Income Protection: A Case Study

Written By: Jak Johnston Income protection is one of those things that no one wants to pay for but feel they should have, 'just in case'. However, often the thought of paying this additional expense overcomes that niggling feeling of precaution. Here is a case study to show you why it is important to listen to that little voice and invest in inco ... Read More

Why Choose Managed Funds?

Author: Jak A managed fund is one example of a managed investment scheme, whereby your money is pooled together with other investors and an investment manager then buys and sells shares or other assets on your behalf. The advantage that a managed fund can offer is diversifying risk across your investment portfolio, which can limit your exposure an ... Read More

Life Insurance and the Wollongong Tragedy

Author: Shelly There have been several disheartening events in the media this month that have prompted me to comment on the importance of life insurance. Earlier this month, there was one significant event that touched the nation. This was when a father of three drowned whilst jumping into rough water conditions to help save a man and his ch ... Read More

Income Protection Insurance and Your Tax Return

Working out what you can claim when it comes to income protection insurance can get confusing. Here are a few explanations that have come directly from the ATO, to help you work out where to begin. The key thing to remember is that you can claim the cost of premiums you pay for insurance against the loss of your income. You cannot claim a ded ... Read More

2017 Budget Updates: Superannuation and GST

The Federal Treasurer, Scott Morrison has delivered his second budget. Mr Morrison said the budget is focused on boosting the economy and households, so that we live within our means and are able to return the budget to balance in 2020/21. Below we highlight the GST and superannuation areas that the Budget has targeted that will impact our clien ... Read More

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