News & Strategies

Understanding your jigsaw of personal insurance

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Ever wondered how the suite of personal insurance products work together to ensure you are adequately covered for any life …

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Eight tips to avoid cyber crime

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As digital customers, we use the internet every day to login to bank accounts, check news updates or access social …

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Is it time for a home loan health check?

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Recently, we have enjoyed the lowest interest rates on record. But have you been able to take advantage of the …

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Pay off your mortgage and build wealth at the same time

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Our clients often ask us whether they should use their surplus cash flow to pay off their mortgage, or invest …

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Are you ‘super’ ready for the end of financial year

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As we race towards the end of another financial year, it’s important to take some time to think about how well you have looked after your superannuation savings. This year is especially important as, from July 1 2017, new super rules will be in force.

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EOFY – Tax deduction for income protection premiums

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As the end of the financial year draws closer, you may be looking for ways to reduce your taxable income. A simple way to do this is to pre-pay your income protection premiums before the end of June.

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Save at EOFY sales

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During the end of the financial year (EOFY) sales season, car dealerships are keen to reach sales targets. This makes it an ideal time to negotiate a great price on a new set of wheels. And, with interest rates lower than ever, purchasing a car with finance could be very cost effective.

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Making the most of your superannuation contributions

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While we are quickly approaching June 30, you still have the chance to make a tax-deductible contribution to your super for the 2016-17 financial year. But how much can you contribute?

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Philanthropy – a tax effective time for giving

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Businesses often increase their tax-deductible donations to charities at this time of year. However, you can support the community in a tax-effective way over the long term by establishing a private ancillary fund, a sub-fund in a public ancillary fund, or through Demeter Legacy Fund.

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Budget Update 2017

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This year’s Federal Budget is focused on health, home and housing. Keeping healthcare available to all Australians in the long term and living the dream of owning one’s home will be central issues for many Australians.

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