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Useful information for you

  • July 20, 2016
    Owning Shares
    Finance, Seminar
    0
    Owning Shares Made Easy Privilege Managed Accounts let you own direct shares without all the usual administration. They come with...
  • July 20, 2016
    Direct insurance Dearer than Advised
    Exhibition, Finance
    0
    20 July 2016 by Malavika Santhebennur Direct life insurance policies are substantially more expensive than retail policies on average, according...
  • July 20, 2016
    Estate Planning
    Estate Planning
    0
    A Will isn’t always the way You would have heard the saying: “where there’s a will, there’s a way”. This statement...
  • July 20, 2016
    How Investing in Property Works within superannuation {SMSF}
    SMSF
    0
    You are permitted to invest in Residential and Commercial Property in superannuation but only in an SMSF. In relation...
  • July 26, 2016
    Marriage and estate planning go hand in hand
    Estate Planning
    0
    Let’s explain why marriage should prompt you to re-visit your estate planning.   Marriage should be an immediate trigger to...
  • July 26, 2016
    SMSF trustees poised to kick retirement goals
    Retirement, SMSF
    0
    Self-managed superannuation (SMSF) trustees, who are more likely to be receiving financial advice than non-trustees, are more confident they...
  • July 26, 2016
    Trauma insurance – how versus how much
    Insurance
    0
    In our opinion, trauma insurance is one of the most important insurance contracts that our clients should have. Over...
  • July 26, 2016
    The vital role of insurance in super for disability...
    Insurance
    0
    Unfortunately we have had a number of insurance claims over the past 2 years especially, with regards to trauma...
  • September 2, 2016
    What do the Age Pension asset test changes mean...
    Finance, Retirement
    0
    An extra 50,000 Australians will receive the FULL Age Pension from 1 January 2017, and at least 326,000 Australians...
  • February 10, 2017
    The Dow hitting 20,000 and what it hides
    Finance
    0
    By Ashley Owen on February 9, 2017  also our KBAC notes added   One event that grabbed headlines around the world...
  • February 22, 2017
    Kickstart your Career in the Financial Planning Industry!
    Finance
    0
    Kofkin Bond & Co, is a privately owned financial services firm providing innovative and holistic wealth management solutions to...
  • March 8, 2017
    What should you do next?..... “Holding Cash is uncomfortable,...
    Finance
    0
    What should you do next?   “I believe that Australian and world resource and bank equities plus US stocks are currently...
  • March 10, 2017
    The gift of education and the cost of funding...
    Finance
    0
    Benjamin Franklin said that “an investment in knowledge pays the best interest”, but given the rates of interest on...
  • March 22, 2017
    Planning Ahead for (Deductions &) Changes in Conessional Contributions
    Finance
    0
    Heres a good one for all of the Accountants and Trusted Advisors in the room where appropriate planning might...
  • March 30, 2017
    How super changes impact insurance and estate planning
    Finance
    0
    The introduction of the $1.6 million transfer balance cap, effective from July 1 this year, will impact the estate...
  • April 11, 2017
    Mo-Money, Mo-Problems
    Finance
    0
    I was lucky enough once to try my luck in one of those cheesy money booths and despite not...
  • April 20, 2017
    Aussie equities vs Sydney housing: who’s the marginal buyer?
    Finance
    0
    By Romano Sala Tenna on April 20, 2017, Working as a stockbroker during the .com boom, I overheard an interesting...
  • May 3, 2017
    Life’s pretty straight…
    Finance
    0
    Paul Conte (BCom, ADFP) Financial planning is very much so a “chicken or egg” exercise when it comes down to...
  • May 19, 2017
    Government debt: how much is too much?
    Finance
    0
    By Ashley Owen on May 18, 2017   The 2017 Federal Budget has turned attention as usual to the issue of...
  • October 17, 2017
    Trauma and your spine
    Finance
    0
    In most cases, a spinal cord injury is permanent and irreversible. It is a traumatic and devastating experience for...
  • October 22, 2017
    I want a retirement investment plan – where do...
    Finance, Retirement
    0
    Many Australians don’t have to think twice about saving for retirement because their employer regularly contributes on their behalf....