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    Wealth Management

    A State of Flux – Current and Upcoming Changes to the Income Protection Market

    June 1, 2020

    Updates to Income Protection Policies As previously touched on in our last insurance article (February 2020), there were some significant earmarked changes coming into effect in the near term to the Income Protection (IP) market. In order to maintain a viable and prosperous market into the future so all Australians could, if they wished, protect […]

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  • Wealth Management

    Are Zoom meetings with your Financial Advisor during COVID-19 safe?

    May 4, 2020

    New ways to stay connected with your Financial Advisor With social distancing and isolation becoming the new norm in our everyday lives, it’s no surprise that we’re finding new ways to stay connected. From FaceTime and WhatsApp to Zoom and Skype, there is no shortage of video-conference solutions that we have access to. Zoom has […]

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    Wealth Management

    Private Ancillary Funds

    March 6, 2020

    A more formalised philanthropic focus as part of your financial position. Australians are well known as very generous and giving individuals; no better example of this being the support and monetary donations Australians have provided to communities and charities during the recent bushfires across the country. The Australian Taxation Office (ATO) reports that the total […]

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    Wealth Management

    Changes ahead! Is your Income Protection Policy road worthy?

    February 3, 2020

    8 points to consider when choosing the right Income Protection Policy.  Your ability to earn income is your most important asset so having a plan in place when you are forced off the track and require a tune up from your mechanic is vital. An Income Protection (IP) Policy can assist to smooth out the […]

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  • Wealth Management

    Should you avoid the WAAAX stocks?

    November 19, 2019

    Make sure you understand what you’re investing in. Investor’s worldwide love to be able to discuss stocks that have had extraordinary performances over a short period of time. Over the past couple of decades in particular, the technology sector has been at the forefront of some incredible investment returns. As much as it’s nice to […]

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  • Travel card - Accru Melb
    Wealth Management

    The importance of having a reliable travel card

    September 30, 2019

    Learn how to easily access your money overseas. If you’re travelling overseas for business or pleasure, it’s important to have easy access to your money. There are lots of options on the market, including debit cards, credit cards, and dedicated pre-paid travel money cards. While accessibility should be your biggest concern, it’s also important to […]

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  • Spring cleaning - Accru Melb
    Wealth Management

    5 ways to spring clean your finances

    September 13, 2019

    It’s time for your annual spring clean but don’t forget your finances! Despite the persistent Melbourne winter weather, spring has now sprung and it is time for your annual spring clean. While you are on a roll with cleaning out your clothes wardrobe and kitchen pantry, why not use the momentum and do a tidy […]

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  • Life Insurance family - Accru Melb
    Wealth Management

    Group v Retail Life Insurance

    July 17, 2019

    What’s the difference between Group and Retail Insurance? Which type of life insurance policy is best for you? Should you take a group scheme through your superannuation fund or employer, or take out an individual policy yourself? If you already have life insurance, are your existing arrangements best for your circumstances? When applying for, or […]

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  • Parliament house - Accru Melb
    Wealth Management

    Proposed Franking Credit Policy changes.

    April 15, 2019

    Proposed changes to franking credits The Labor Party has proposed significant changes to existing franking credit policy if they win the Federal election in May. Also known as imputation credits, a franking credit is a nominal unit of tax that allows Australian companies to pass on tax paid to shareholders under dividend imputation. Under the […]

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  • Wealth Management

    How much money do I need to retire?

    March 18, 2019

    What does your retirement look like and can you afford to retire? It’s no surprise that everyone’s retirement needs and expectations are different. Retirement poses the rare opportunity to have both the time and financial means to do as you choose. Travel to that longed-for destination, practice that golf swing or is it the time […]

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