Clear Insights

Optimising the client claims journey

Optimising the client claims journey

It’s not enough to focus solely on customer service anymore. In an increasingly digital world where many products and services are fast becoming commodities, attention has shifted to customer experience (CX).

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ATO crackdown on IP deductibility

ATO crackdown on IP deductibility

The ATO is placing greater scrutiny on the deductibility of income protection premiums. Some taxpayers are being asked to substantiate the entire deduction they have claimed or risk their tax deduction being denied. Jeffrey Scott writes.

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Super changes on for young and old

Super changes on for young and old

Your clients may be eligible for new government benefits for first home buyers and asset-rich retirees. This article examines the government’s First Home Super Saver Scheme (FHSSS) and its ‘Downsizer contributions’ initiative, which enables couples to tax-effectively contribute a potential $600,000 into superannuation. But there are important factors to be aware of, Melinda Bendeich writes. 

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Marriage equality’s impact on super

Marriage equality’s impact on super

Recent changes to the Marriage Act 1961 mean any two unmarried people over the age of 18 can legally get married, regardless of their gender and sexual orientation, but are there any consequences for superannuation and life insurance? Jeff Scott investigates.

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