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Australian Executor Trustees (AET)

Australian Executor Trustees (AET)


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Godfrey Pembrooke Limited

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      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

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 Discretionary Accounts

Managed Funds

Separately Managed Account (SMA)

Set and Maintain a Budget


Small Business CGT Concessions

Redundancy Payments

Salary Packaging

Tax considerations for Non-residents


Debt management

Costs and Risks of Reverse Mortgages

Debt management

Debt Recycling

Redraw Facility


Costs and Risks of gearing

Costs and risks of gearing into superannuation

Costs and risks of margin lending


Cash out and re-contribute to super


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


Transfer Balance Cap

Transition to retirement pension

Term Allocated Pension

Social security

Age Pension

Aged Care

Disability support pension

DVA Service Pension


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


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


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