Articles Library

Articles posted on this Page have substantially been written by the ContinuumFP team: we accredit the work of any experts whose work is reproduced.

financial planner with back to camera faces a client couple sitting opposite at a small desk to present their insurance review; or perhaps their esatate planning and beneficiary nominations

Insurance Reviews

Annual Insurance Reviews keep protection relevant and current At Continuum Financial Planners Pty Ltd, insurance reviews are recommended to be

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pie-chart multi-coloured graph on right hand side shows 23 financial year commonwealth government expenditure breakdown - with notes to left explaining that government revenue comes from Taxation. Has logo of Continuum Financial Planners - investment success contributor: taxation - in no small measure thanks to imputation credits in dividend imputation; personal tax wisdom in use of refund. Individuals may get a tax offset for making a spouse superannuation contribution; and need awareness of capital gains tax basics

Discretionary Trusts

As the description infers, discretionary trusts are structures under which the controllers exercise discretion in undertaking their responsibilities.  Trustees are

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old style compass showing the direction is to Invest - and UnitTrusts faciltate that process

Unit Trusts

This article on Unit Trusts specifically addresses trust structures used – in the public realm, by investors seeking to pool

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