Do you have trouble keeping track of your super? Do you know your investment strategy, how your super is performing and exactly what you’re paying in account keeping fees?
With an ageing population seeing more and more of your clients move into retirement and beyond, offering help consolidating superannuation is a great strategy to attract a new generation of clients.
As a parent and a grandparent, you’d do anything for your family. So naturally if something were to happen to your child, you’d most likely do everything in your power to protect and care for their family.
World Diabetes Day is an annual campaign developed by the International Diabetes Federation to raise awareness about the seriousness of diabetes, which the Federation reports currently affects 387 million people worldwide.*
With the 2015 World Diabetes Day event being held on Saturday 14th November, it’s a timely reminder about insurance cover which may be available to support people suffering from this disease.
As trustees, you are liable for ensuring the fund meets its legal and regulatory obligations. Whilst you can, and arguably should, engage the help of specialists (such as financial planners and administrators) to minimise this risk, it still remains yours – which of course makes the choice of your specialist partners even more important.
The possible solution of spending more time on revenue-generating activities might be easier to achieve than you think.
Industry changes mean financial advice is more accessible than ever before. All you have to do is take that first step.
It seems that hardly a day goes by when residential property isn’t making headlines. Let’s consider the facts impacting today’s residential property market.
John thought that income insurance only covered physical illnesses. Find out about how not only his depression was covered, but that his experience with BT proved to be a lifeline.
Changing jobs can be exciting – more responsibility and more income. But the options available around super and insurance can be confusing.
Here are some points to consider when changing jobs.
Recent claims that super savings of $1 million aren’t enough to retire on don’t tell the whole story. Understand what everyone’s talking about and know what’s right for you.