Personal Finance,Retirement,Social Security & Centrelink

Tips On How To Deal With Centrelink

30 Dec , 2014  

Aged-Pension-Centrelink-Advice

Have you ever had to deal with Centrelink? For yourself, or a family member? I once had a client tell me she would pay me $10,000 if she never had to go to Centrelink again. Considering she was on an Age Pension, this is quite a statement. Luckily it doesn’t cost that much for this […]

, , , , , , , , , ,

Retirement,Self Managed Super Funds (SMSF)

Effective Retirement Strategies – SMSF’s

23 Nov , 2014   Video

Retirement-Planning-SMSF

Wealth Know How – What is a SMSF? James Dunn starts with the basics and explains in an easy to understand way just what is a SMSF? Understanding the role of a SMSF and how it might suit your investment strategy is the first step in making one of the most important decisions of your […]

, , , , , , ,

Personal Finance,Personal Insurance,Retirement,Superannuation

Life Insurance Through Superannuation

4 Oct , 2014  

WKH-Banner3

Did you know that your employer’s default fund must offer a minimum level of Life Insurance? There are benefits to having insurance cover in super but it’s important to be aware of the detail. We look at how super funds typically have three types of insurance for members, the sort of conditions, to expect and […]

, , , , ,