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…
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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…
The end of the calendar year 2019 approaches and despite fears and concerns around the world economies, markets have generally continued to provide decent returns. Low interest rates have been…
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…
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…
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…
As we head into the new year it may be timely to review some of the important changes that have been made to superannuation and tax legislation that could be…
