Resources

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Australian Executor Trustees (AET)

Australian Executor Trustees (AET)
https://www.aetmyportfolio.com.au

  Macquarie

Macquarie Wrap
http://www.macquarie.com.au

  MLC

MLC Wrap
https://wealth.mlc.com.au


Godfrey Pembroke Limited

Godfrey Pembrooke Limited

www.godfreypembroke.com.au

Articles

      The West Australian, 26th March 2018 - Kids need 'L-plates' to drive good financial skills by Julia Schortinghuis

     The West Australian, 10th February 2018 - Teaching Kids to make sense of dollars and cents helps not take it for granted by Julia Schortinghuis

      The West Australian, 6th November 2017 - Neglecting Insurance a big risk by Julia Schortinghuis

Managed Account Perspectives - Volume 1, Issue 2 September 2017

      Financial Standard, Volume 12, Issue 3: Back to School - What Advisers think of the new education standards

      Nine Finance, 4 June 2017: Five Financial Planners Give Their Top Piece of Financial Advice

Education

A Guide To Aged Care 2017/2018

A Guide To Managing Redundancies 2017/2018


Understanding Series

The following Understanding Series provide more information about recommendations and any associated risks. They may assist you to make financial decisions.

Investment Concepts

Asset Allocation

Child Savings Plans

Costs and Risks of derivatives

Costs and Risks of direct property

Dollar Cost Averaging

Insurance Investment Bonds

Investment Risks

Managed Funds

Separately Managed Account (SMA)

Set and Maintain a Budget

Tax

Small Business CGT Concessions

Redundancy Payments

Salary Packaging

Tax considerations for Non-residents

Taxation

Debt management

Costs and Risks of Reverse Mortgages

Debt management

Debt Recycling

Redraw Facility

Gearing

Costs and Risks of gearing

Costs and risks of gearing into superannuation

Costs and risks of margin lending

Superannuation

Cash out and re-contribute to super

Co-contribution

Consolidate superannuation

Downsizer superannuation contribution

First home super saver scheme

Non-concessional contributions

Personal deductible contributions

Salary Sacrifice

Splitting superannuation contributions

Spouse Contributions

Superannuation

Self Managed Superannuation

Commencing an SMSF Pension

Costs and risks of borrowing by self managed superannuation funds (SMSF)

Key SMSF Investment Rules

Limited Recourse Loan

Self managed superannuation funds

The SMSF Investment Strategy

Retirement income

Account-based pensions

Annuities

Transfer Balance Cap

Transition to retirement pension

Social security

Age Pension

Aged Care

Disability support pension

DVA Service Pension

Gifting

Insurance Bond in a private trust

Newstart Allowance

Pension Income and Assets Test - Department of Human Services

Strategies to increase Department of Human Services or DVA entitlements

Waiting Periods

Insurance

Income Protection Insurance

Term Life insurance

Total & Permanent Disablement - TPD - Insurance

Trauma or Critical Illness Insurance

Estate Planning

Advance Care Directive

Family Trusts

Powers of Attorney

Special Disability Trust

Superannuation death benefits

Testamentary Trusts

Wills

Business Insurance

Business Continuation insurance

Business Expenses Insurance

Business Succession Agreement and Funding

 

Older Understanding Series

Understanding Investment Concepts 5.3

Understanding Tax 5.1

Understanding Debt Management 5.0

Understanding Gearing 5.1

Understanding Superannuation 5.2

Understanding Self Managed Superannuation Funds 5.1

Understanding Retirement Income 5.2

Understanding Social Security 5.1

Understanding Insurance 5.2

Understanding Estate Planning 5.2

Understanding Business Insurance 5.2

Understanding the $1.6m Transfer Balance Cap 1.1