This week I take a look at what has happened since the Protecting Your Super legislation came into effect on 1 July 2019. Particularly in relation to the cancellation of insurance that has resulted.
Clients who are looking to invest for the first time, often ask me, whose name should they invest in? In short, the owner of the investments doesn't always need to be an individual, the investments could be owned by a family trust.
The Treasurer, Josh Frydenberg, has delivered a second ‘pandemic’ budget that focuses on key spending measures to drive Australia’s economic recovery. This morning I sat down to reflect and highlight the key takeaways that will impact and assist our clients.
It is quite conceivable that you won't know the difference between a group insurance policy and a retail insurance policy. Or even the definition of each. Let me outline it for you and highlight the differences and the closing gap on premiums.