Updating guidelines: Pursuits & pastimes

Many, but not all, pursuits and pastimes are often accepted at standard rates in a formal insurance application. In this article, we provide information on these and other pursuits and pastimes. Read More … [Read more...]

Legislative update: taxation & social security

The Parliament recently debated many important pieces of proposed legislation. In this article, we provide a summary of the main aspects of these now legislated taxation and social security Bills. Read More … [Read more...]

Retirement Income Review report: Key findings

Australia’s retirement income system consists of a three-pillar approach. In this article, we highlight the key findings from the Government’s recently released Retirement Income Review report. Read More … [Read more...]

Melbourne Cup 2020 staff function

This year's Melbourne Cup was spent at The Crest Hotel, Sylvania. Everyone wore their fancy Cup attire and a lot of fun was had. We thought you might enjoy a look at our pics from the day.... The team... Daniel, Chris, Stephen, Cath, Lisa, Winnie and Dimos   … [Read more...]

Taxation update: Personal Income Tax Plan

In the 2020-21 Federal Budget, proposed changes to individual taxation were announced. In this article, we provide an overview of these now legislated changes and what they may mean for you. Read More … [Read more...]

Personal insurance pre-assessment animation

A pre-assessment is an informal way of finding out how insurers may view your formal insurance application. In this animation, we illustrate pre-assessments and their associated potential benefits. Launch Video … [Read more...]

Super re-contribution strategy explained

Super benefits may comprise of two components: a tax-free and taxable (taxed element) component. In this article, we discuss a re-contribution strategy—one way to increase the tax-free component. Read More … [Read more...]

Key home loan repayment considerations

A home loan will most likely be the largest, and most time/cashflow-consuming, debt you’ll pay off in your lifetime. In this article, we provide information on home loan repayment considerations. Read More … [Read more...]

Financial behaviours and financial wellbeing

Active saving and not borrowing for everyday expenses—these behaviours can positively impact your financial wellbeing. In this video, Saturday Night Live offers a light-hearted skit on this. Launch Video … [Read more...]

Legislative update: Your super, your choice

Not all employees can choose the super fund for their employer contributions—recent legislation seeks to address this issue. Alongside this, we share a video by Jason Silva on the paradox of choice. Launch Video … [Read more...]