Articles Library
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SMSF Investment Strategy
Investment Strategy generally The development of an SMSF Investment Strategy is as important a process to the members of an SMSF
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 accumulating wealth for future purposes, enquirers are often concerned as
Market and Economic Outlook 2015
The Market and Economic Outlook 2015 The market and economic outlook 2015 was prepared to provide our investor clients with
Advance December 2014 Outlook
The Advance December 2014 Outlook was published on the Advance Asset Management website, but has since been removed as being out-of-date.
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
It is widely considered that holding certain types of Life Insurance within Superannuation is acceptable practice. For some people, this
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 the particular occupation definitions applying to your
Account Based Pensions assessment rules change
When do the new rules apply? From 1 January 2015, new account based income streams (Account Based Pensions, or ‘ABPs’)
Appointing an EPA
Appointing an EPA – what is that; and, when is one needed? Appointing an EPA is an important process that can save