Jul 31, 2018

Many clients ask: “Why do I need life insurance if I am covered by workers’ compensation?” This article looks at the limitations of workers’ compensation, and highlights the value and importance of personal life insurance.

Jul 3, 2018

Poorly structured insurance arrangements may cause an SMSF to lose valuable assets they purchased through a Limited Recourse Borrowing Arrangement.

Jul 3, 2018

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).

Jun 3, 2018

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.

May 31, 2018

In the midst of a Royal Commission, it’s important for advisers to talk about the benefits of professional advice and the invaluable work they do.

May 29, 2018

There’s enough information on the FASEA requirements for advisers to ascertain how their current qualifications fit into the regime and determine if they need to undertake additional study.

Apr 10, 2018

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. 

Mar 5, 2018

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.