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Superannuation changes for low balance and inactive accounts

Superannuation changes for low balance and inactive accounts

29 May 2019 There are new changes on the way for those with multiple and low balance superannuation accounts. From July 1, inactive low balance superannuation policies can be consolidated into a member’s existing active superannuation account by the ATO on behalf of...
Federal Budget 2019-20 key highlights

Federal Budget 2019-20 key highlights

3 April 2019 With an election soon to be called, Treasurer Josh Frydenberg has announced the 2019-20 federal budget. Most notably, personal income tax cuts and energy assistance payments are on offer for individuals, while small/medium businesses are set to benefit...
The importance of estate planning

The importance of estate planning

7 February 2019 Life does not always go to plan. While we logically know that, most of us don’t plan for the worst – it’s all a bit morbid and time consuming. That’s why estate planning is so important. The downside of not planning is the potential for...
Why personal insurance should be your top priority for 2019

Why personal insurance should be your top priority for 2019

21 January 2019 The best thing you can do for your family is protect them financially by having personal insurance. Most people are aware of insurance cover for unexpected death, but there are other life events that could have an equally damaging financial burden....
Case Study: Why quality is key for long term investment strategies

Case Study: Why quality is key for long term investment strategies

30 August 2018 Global investment company Magellan Group stands by a strong set of principles when it comes to investing. Their carefully considered strategies have resulted in long term success, underpinned largely by the importance of quality investments. The below...