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.

Feb 4, 2019

Thousands of Australians are declared bankrupt every year so what happens to their assets including superannuation and life insurance? Jeff Scott investigates.

Dec 3, 2018

Travel insurance is a must-have before jetting off on holiday but it is no substitute for appropriate life insurance. This is the perfect time of year to review your clients’ insurances and ensure they are adequately covered, Jeff Scott writes.

Nov 2, 2018

The topic of burnout is receiving increased attention globally because it can have a significant negative effect on a person’s well-being and productivity. Are you at risk?