In our October newsletter, we introduce a new column – our monthly review of the state of the market. We also examine recent research that has revealed that insurers are systemically trying to refuse claims as a way of boosting profits. We also tell a heart-warming tale of a client, Shirley, and the difference decent financial planning is making to her retirement, before closing with a discussion of why we chose to be a non-aligned financial adviser.
In our September newsletter, we discuss how good advice can be boring. We also comment on Australia’s extraordinary run – 25 years of uninterrupted economic growth. We also discuss the changes to the changes to the super rules announced in May. Finally, what to do while interest rates are low.
Welcome to our July Newsletter. In this month's issue, we discuss business premises CGT exemption, debt consolidation, borrowing to pay super contributions, Centrelink, income protections insurance and super, Brexit, and various aspects of family home.