After eight weeks of all the team work remotely, FB Wealth Management will be making a slow transition back into the office from Tuesday 26 May. Whilst initially staff numbers…
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The Australian Prudential Regulation Authority (APRA) has launched an intervention into the life insurance market in response to ongoing heavy losses in respect of individual disability income insurance (DII). APRA…
Some superannuation funds have achieved above average returns in recent years, partly due to a very high exposure to infrastructure assets. These are typically big-ticket assets such as airports or tollways,…
The former Treasurer Peter Costello AC, who is now Chairman of the Australian Future Fund, recently sent a timely warning to investors about risky investments. His point was that record…
Unfortunately, we write this article all too often, advising clients that life insurance premium increases are once again on the horizon. When we think of Life Insurance companies, we generally…
Putting Members’ Interests First (PMIF) law was passed in September 2019 and is likely to affect the children of our clients, and perhaps even a few clients who hold insurance…
As many of you know, Qian and her husband Larry had their first baby in 2019 – a beautiful little girl named Clara. After a period of maternity leave, Qian…
At present, stock markets around the world have seen positive gains since Christmas, but most fund managers are cautious about the future. We have conducted reviews with several of our…
The Government has passed legislation to change our personal tax rates. This has been a protracted process, particularly due to the election, but by the time the changes are fully…
Commencing 1 July 2019, as a result of Government legislation, clients with insurance in superannuation accounts will have their insurance cancelled in the following circumstances: The account hasn’t received a…
