These days, most people hold some form of life insurance in their super account. While this is a welcome safety net, the level of cover held this way is often inadequate.
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For the second time in 2022, the government of the day has delivered a Federal Budget. Last night’s Budget was the first delivered by the new Labor government that was elected in May 2022.
With the cost of living on the rise, we are seeing increasing queries about life insurance.
A good estate plan will help make sure your wishes are carried out when you die. It can also help if you become unable to make your own decisions.
We all approach decision-making in our own way, making a multitude of decisions every day
Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. With baby boomers shifting into retirement, it’s important to start the conversation now about your legacy and the people it may impact.
A balancing act Billed as a Budget for families with a focus on relieving short-term cost of living pressures, Treasurer Josh Frydenberg’s fourth Budget also has one eye firmly on the federal election in May.
It’s a chance to refresh and reflect on the year that was and hopefully set some goals for the year ahead. Yet this year more than most, many of us may feel that our personal and financial priorities have shifted depending on our experience of the pandemic.
When thinking of insurance, the first thing that comes to mind is your home, car, boat, or health insurance. But there is a type of insurance that is key to protecting you and your loved ones through your different life stages.
In this video, Andrew Sherlock discusses how you can ensure your wealth is passed on to the next generation in a tax-effective way through Family trusts.