Self-managed superfunds and insurance
Video Blog

Self-managed superfunds and insurance – make sure you’re covered

It is a legal requirement for all super funds (including SMSFs) to prepare and document an investment strategy during the set-up phase. This strategy (including any insurance coverage) must then be reviewed regularly by fund trustees to ensure that it continues to meet member needs as they change over time.

Safeguard yourself, and your business, with income protection insurance
Business Insurance | Video Blog

Safeguard yourself, and your business, with income protection insurance

Most people have some form of income protection insurance within their super. But is it enough? And will it cover you in all circumstances? Have you ever looked at the fine print? If you’re running your own business and suddenly can’t work – even for a short period of time – are you sure that you will be covered financially?

Let's talk business risk
Business Insurance | Strategic Planning | Video Blog

Let’s talk business risk: Have you got a plan in place if you lose a key person?

Ever thought about what might happen if a key person in your business suddenly couldn’t work anymore? What would happen if your business partner or a key team member passed away suddenly or had an accident that rendered them unable to work?

Insurance inside superannuation versus outside
Financial Planning | Superannuation | Video Blog | Wealth Management

Insurance – should you purchase cover inside your superannuation or independently?

With the government changes to superannuation looming, changes which mean insurance in an ‘inactive’ super account (one you haven’t made a regular contribution to in 16 months) will be cancelled by 30 June unless you opt to retain it.

What is income
Tax | Video Blog

Lodging Your Tax Return: Episode Two – What is Income?

Understanding the different types of income is important when lodging your own income tax return with the Australian Taxation Office (ATO). The timeframe for lodging your own income tax return is from 1 July to 31 October each financial year. Extensions are not granted to individuals; however, your tax accountant can seek one for you.