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Superannuation Strategies – EOFY

There have recently been some significant changes to superannuation rules, so as the end of financial year approaches, now is a good time to see if any of these changes may be applicable to you. Below are a few bullet points outlining the main end of financial year...

Market Update: Financial Advice in a Crisis

When the best advice is to just hold tight I had a troubling email come across my desk this morning, which quoted an executive from one of the countries’ largest industry superannuation funds. The article highlighted that they have seen a rush of clients, who do not...

Major Change for Income Protection Policies in Australia

There is a major change coming to the insurance landscape in Australia. The upcoming changes will severely reduce the terms, features and likely benefits available on new income protection policies purchased after 31 March 2020.  So if you, or someone you know, earn...