Author: admin

01 Dec Statutory wills are underutilised in estate planning

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Statutory wills are being neglected in situations where a family member has lost capacity with the absence of an established will, according to Australian Unity Trustees.

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22 Nov Resources on our site to help you, your family and your friends.

Posted at 00:00h in General Insights by admin 0 Comments

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Your Financial Planner supplies you with more tools and resources than most others and at no extra cost.  Use them to improve your planning for the future.

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19 Nov Calls to Review ASIC’s Definition of Lapse Insurance

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Industry stakeholders are seeking clarity from ASIC over the criteria it is using to determine the incidence of life insurance policy lapses.

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16 Nov Paperwork bungles lead to $38k in payments

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An example of the need to keep good records for everything you do.

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13 Nov Self-employed? Don’t miss out on super

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There are plenty of benefits from being self-employed including having a typically high degree of independence.

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04 Nov 5 ways nutrition can help you sleep better tonight

Posted at 11:00h in Lifestyle by admin 0 Comments

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More and more, we are learning about the benefits of getting the 7-9 hours of sleep each and every night. Lack of sleep affects everything from ability to concentrate and perform well at work and in our training sessions, to increasing risk of mental health conditions and...

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03 Nov Big concessions looking likely for transfer balance limit: ATO

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The ATO has given a strong indication that there will be concessions made in relation to events-based reporting for those SMSFs with balances significantly lower than $1.6 million, after a period of industry consultation "blew out" the ATO's expectations.

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30 Oct Raft of superannuation measures enter Parliament

Posted at 00:00h in Superannuation & SMSF by admin 0 Comments

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The government has introduced a number of bills into Parliament relating to contributions including the removal of an employer loophole with salary sacrifice arrangements.

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29 Oct 5 reasons to start a book club today

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Get on the same page and enjoy the health benefits from your next book. 1. You’ll boost your physical health Keen to strengthen your immune system, reduce blood pressure and lower the risk of cardiovascular disease? Forming a small community, such as a book club, can help. That’s...

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28 Oct Want more energy? This is your ultimate power salad recipe

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It’s like regular salad, only hunger busting.    Chicken with beetroot and cabbage slaw INGREDIENTS Organic chicken Good-quality protein supports steady energy levels, helping you avoid a blood sugar rollercoaster. Chicken is also a wonderful source of niacin, a B-group vitamin that’s essential for energy production. Beetroot The nitrates in beetroot convert to nitric...

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