Australian Executor Trustees (AET) https://www.aetmyportfolio.com.au
Macquarie Wrap http://www.macquarie.com.au
MLC Wrap https://wealth.mlc.com.au
www.godfreypembroke.com.au
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
A Guide To Aged Care 2017/2018
A Guide To Managing Redundancies 2017/2018
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 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
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
Term Allocated 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 5.2
Understanding Debt Management 5.0
Understanding Gearing 5.1
Understanding Superannuation 5.3
Understanding Self Managed Superannuation Funds 5.1
Understanding Retirement Income 5.3
Understanding Social Security 5.2
Understanding Insurance 5.3
Understanding Estate Planning 5.2
Understanding Business Insurance 5.2
Understanding the $1.6m Transfer Balance Cap 1.2
Understanding the downsizer contribution 1.1
Understanding the first home super saver scheme 1.1