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Group v Retail Life Insurance
July 17, 2019What’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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Proposed Franking Credit Policy changes.
April 15, 2019Proposed 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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How much money do I need to retire?
March 18, 2019What 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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Money Matters: When to include your children in your financial matters
February 11, 2019Help your children become financially literate! For many families, talking about personal finances in front of children is still a taboo subject. However, experts say that helping children become financially literate, is essential in the modern era. Children who have not benefited from discussing financial matters with their parents are at a greater risk of […]
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Riding for the Disabled (RDA) Wagga Wagga
December 10, 2018Another successful grant from Future2 Foundation! In 2018, Future2 Foundation awarded over $180,000 in grants to community not-for-profit organisations with programs for socially and financially disadvantaged young Australians. There are 19 charity organisations across Australia who received grants, each endorsed by a local Financial Planning Association (FPA) member. Not only can we congratulate, Richard Addison, […]
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Come Fly with Me
November 28, 2018Making the Most of Frequent Flyer Credit Cards! Navigating the seemingly endless options when choosing a credit card is notoriously difficult. Many professionals, with the aim of utilising their credit card for wealth accumulation and financial security, steer clear from credit cards with rewards opportunities. With most leading providers offering multiple options and perks, from […]
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Accru Celebrates Success
November 14, 2018We are proud to be confident leaders! We aren’t usually one to brag about our successes, but we are proud to celebrate Accru being ranked 26th in the recent Australian Financial Review’s Top 100 Accounting Firms. Accru Melbourne has built its success around one simple philosophy – look after your clients and look after your […]
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CHANCES Scholarship Program
November 8, 2018Thank you Future2 Foundation! In 2018, Future2 Foundation awarded over $180,000 in grants to community not-for-profit organisations with programs for socially and financially disadvantaged young Australians. There are 19 charity organisations across Australia who received grants, each endorsed by a local Financial Planning Association (FPA) member. We congratulate one of our Partner’s, Richard Addison, on […]
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8 checkpoints to consider for your Income Protection Policy
September 14, 2018Is your Income Protection Policy Road Worthy? 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 bumps in the […]
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Changing your superannuation asset allocation
August 29, 2018It is important to change your superannuation asset allocation depending on your age! The asset allocation of your superannuation over your lifetime can have a significant impact on the ability of your portfolio to provide and meet your needs during retirement. When we talk about asset allocation, all assets are divided into two broad categories; […]
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