Coronavirus has turned the world upside down and created a level of uncertainty that makes longer term thinking seem irrelevant. Sadly, for some of our clients there has been severe…
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One of the initiatives taken by the government early in the Coronavirus pandemic was to allow eligible Australians (those facing financial hardship) to obtain up to $10,000 from their superannuation…
Some welcome news for retirees is the extension of the age limits for making superannuation contributions. Until recently, there were only limited situations where you could still contribute to superannuation…
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…
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…
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…
