Articles Library
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Market Outlook 2016
The 2015 backdrop to the market outlook for 2016 – As 2015 drew to a close, we reflected on the
Interest cost deductibility
Interest cost deductibility saves tax, lessens borrowing costs Interest cost deductibility is one of the factors considered in making a
SMSF Investment Strategy
Investment Strategy generally The development of an SMSF Investment Strategy is an important process to the members of a Self-managed
Life Insurance Sensibility
What is your attitude to Life Insurance? There is often an air of reluctance to discuss personal life risk matters.
Sourcing funds to invest
How can I set aside funds to invest? When considering wealth accumulation strategies, you may be concerned as to how
Investing surplus cashflow
From minimum pension drawdown… Does your minimum pension drawdown give rise to surplus cashflow? Have you thought about investing surplus cashflow arising
Life Insurance within Superannuation
Holding certain types of Life Insurance within Superannuation is prudent practice. For some people, this is the only personal risk
TPD Insurance within Superannuation
Should I hold my TPD insurance within Superannuation? In our article ‘Superannuation linked Life Insurance‘, we discussed which insurance products
Income Replacement Insurance
Comparing Income Protection Insurance with Salary Continuance Insurance Income Protection insurance is the more common name for this particular life
Occupation Definitions for TPD and IP Insurance
Occupation Definitions influence insurance cost and benefit This article addresses the issue of particular definitions applying to your occupation for
Account Based Pensions assessment rules change
When do these pension assessment rules apply? Since 1 January 2015, new account based income streams have been treated differently
Appointing an EPA
Appointing an EPA – what is that; and, when is one needed? Appointing an EPA is an important process that can save