Aug 1, 2019

According to the Australian Bureau of Statistics, in Australia there are around 3.3 million people aged over 65 who represent 14.4% of the population. This is expected to rise to 8.3 million (or 23%) by 2050. The net wealth accumulated by older adults is more than $900 billion...

Jul 2, 2019

A lot has been written about the new Protecting Your Super (PYS) package which was passed as law in April. With the first mandated member communications on these being required to be sent by the 1 May, ClearView had to accept this legislation at face value and...

Jul 1, 2019

Life insurance is a multigenerational concept but its perceived value differs across generations. So if you find yourself having the same life insurance conversations with baby boomers, Gen X and millennials (aka Gen Y)…chances are you’re not getting the right message across.

Jun 3, 2019

Have you had an end-of-financial-year (EOFY) conversation with your clients yet? Here are some tried and tested options you may like to discuss.

May 6, 2019

Long-term investment returns should reflect risk but, in the real world, timing is everything.

Apr 2, 2019

The Treasury Laws Amendment (Protecting Your Superannuation Package) Bill 2019 (‘Protecting Your Super’) makes a number of key changes to the existing superannuation legislation from 1 July 2019, including...

Feb 4, 2019

An increasing number of Australians suffer from dementia and often it’s their loved ones that carry the emotional and financial burden. This article looks at what you can do if you, or a loved one, develops dementia, and the importance of holding adequate life insurance to cover the additional cost of treatment and care.

Feb 4, 2019

The self-managed superannuation fund (SMSF) sector has grown exponentially in the past decade but some trustees aren’t fully across the rules, especially when it comes to life insurance. Jeff Scott writes.