What impact do factors like your weight, age and smoking status have on your ability to buy life insurance? Life insurers take into account a number of different factors when assessing insurance applications, but asking your insurer about the impact these factors might have can sometimes...
So you’ve heard about people making a mint from the stock market, and you think you’re finally ready to dabble in it too. But where do you even start? If you were anything like me, that’s as far as you’d get before becoming overwhelmed. “How do people know what...
Children learn a lot from their parents when it comes to money—arm yours for financial success. When it comes to money, your own behaviour and attitudes can strongly influence your kids. Help your kids to be money smart by demonstrating positive money habits and teaching them...
So, you’re thinking of buying your first residential investment property? There are a few things to consider before making the move. Here are our top 10 tips for avoiding potential difficulties and ensuring success. 1. Know your goal Understanding your financial objectives is key to finding the...
With the end of the 2019 approaching, we would like to draw your attention to some things worth considering as part of your year-end tax planning. As always, we are here to assist you. If you have questions about any of the strategies mentioned in this email,...
As we move from the (mostly) financially carefree days of our 20s, many of us will face a whole new set of challenges. When I reached this terrifyingly more adult stage of life, I was hit by a nasty reality check: I hadn’t set myself up. Financially, I was...
Almost one in four Australians (23%) believe they are definitely or mostly ‘living the dream’, according to recent research from the Financial Planning Association. Here are six traits that have helped them to achieve their dreams. 1. Strong personal habits Australians living the dream are family oriented, spending...
I recently came across a news story about a hapless New York couple, who have taken their 30-year old son to court in a last ditch effort to get him to move out of home. My first thought was “only in America”. But here in...
Transfer of loan amounts flagged as vital compliance step for LRBAs
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You may have received a letter from your superfund recently. If so, this is what it is about. From 1 July 2019, superannuation fund members with inactive accounts risk losing their insurance cover unless they actively opt-in to retain their cover. Legislation to make this change effective received Royal...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.