The first phase of the “Protecting Your Super” legislation comes into effect on 1 July 2019. These reforms are designed to protect Australians’ retirement savings by ensuring their super isn’t…
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The shakeup of insurance policies held within superannuation funds, first signalled in last year’s Federal Budget, has commenced with the passing of elements within the Protecting Your Superannuation Package Bill…
During the Royal Commission we received many calls and emails from clients offering their support, which was greatly appreciated. We have a relatively small client base, but it is nevertheless…
It has been a busy month of claims for FB Wealth Management in relation to insurance benefits and we wish all affected clients a speedy recovery to good health. The…
Headlines like ‘super members being short-changed billions every year’ are common in the media at the moment. While this might sell papers and provide interesting BBQ banter, sometimes there is…
Clients who hold income protection and trauma insurance policies will have experienced, or are about to experience, base rate premium increases to their policies. This is always an unwelcome hit…
FB Wealth Management has been accredited an FPA Professional Practice by the Financial Planning Association, in recognition of our high professional and ethical standards. The Financial Planning Association (FPA) is…
Anita is an anaesthetist working in the public health system in Brisbane. She had recently finished her studies and been offered personal insurances under a government-sponsored superannuation fund. Wanting to…
Rob recently received a nice email from his health fund. It was an offer to take out life insurance through an association that company has with a well-known life company….
