On 1 July 2019 your insurance cover may be changing!

In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise. It is a common practice for many individuals with an SMSF to also have a secondary APRA-regulated fund which provides them with insurance. This may be […]
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Have you considered what you will do if an unexpected event occurs?

Your SMSF is a long-term plan. Much can happen during this time including illness, incapacity or death of a member. It is best practice to have contingency plans in place to deal with unexpected events. For example, if a fund member dies, leaving you as the sole member are you happy to continue with the […]
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Why I chose to seek advice from a financial planner

(Guest blog) : Mellissah Smith I’m 44 years of age and after finding myself in an unfamiliar territory this month where I was unwell for a number of weeks, my mortality came fast and furiously to the forefront. I’ve been tracking along in life quite nicely and have built a half decent lifestyle for myself. […]
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Getting on with it – Life after a major accident.

July 7, 2017 / by Marketing / Blog / 0 Comments
A great story to remind us of the importance of having appropriate life insurance to protect you and your family against the unexpected.
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5 Reasons to take your insurance more seriously

June 29, 2017 / by Marketing / Blog / 0 Comments
As we move through life, find a partner, raise a family, and maybe start a business, the importance of insurance in a long term plan increases. That’s because insurance is all about providing a financial safety net that helps you to take care of yourself and those you love when you need it most. Here […]
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