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Asset Protection incl. Legal Services

/Asset Protection incl. Legal Services
12 12, 2016

How Will the Government’s Latest Superannuation Changes Affect Your Retirement?

By | December 12th, 2016|Asset Protection incl. Legal Services, Financial & Retirement Planning, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

How Will the Government’s Latest Superannuation Changes Affect Your Retirement? The Superannuation Reform Package, which came into force on November 29th 2016, contains a number of changes that may have a significant impact on your retirement. These new changes will take effect from 1st July 2017 and apply to both your concessional (pre-tax) and your [...]

30 11, 2016

The role of estate planning in super

By | November 30th, 2016|Asset Protection incl. Legal Services, Financial & Retirement Planning, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

The role of estate planning in super If you are one of the hundreds of thousands of Australians who have Self-Managed Super Funds (SMSFs), one of the critical areas to address is how your super will be handled when you’re no longer here. We have outlined below some points that you should consider in managing [...]

5 10, 2016

Another way to manage your assets

By | October 5th, 2016|Asset Protection incl. Legal Services, Investment Advice, Prime Financial Group, Uncategorized, Useful Articles|0 Comments

  Another way to manage your assets Do you sometimes lie awake at night wondering what effect the latest share market "correction" or property "boom" or “bust” is having on your investments? Understanding the differences between the various investment assets will help you enjoy better sleep patterns knowing that a diversified portfolio is a good [...]

12 05, 2016

Review Will – What Life Events trigger the need for a review?

By | May 12th, 2016|Asset Protection incl. Legal Services, Business Owners, Financial & Retirement Planning, Legal Services for Asset Protection, Life Events, Life Insurance, Professional Executives, Retirees, Superannuation incl. SMSF|0 Comments

Review Will - What Life Events trigger the need for a review?   Sophie Cohen, Legal Practitioner at Prime Financial Group discusses the life events that triggers the need to review your Will. If you or your family have experienced a major life event, you need to update your will. We recommend you should review [...]

31 03, 2016

Super in your 30s. It’s important to squeeze it in.

By | March 31st, 2016|Asset Protection incl. Legal Services, Business Owners, Financial & Retirement Planning, Investment Advice, Life Events, Life Insurance, Professional Executives, Superannuation incl. SMSF|0 Comments

Super in your 30s. It’s important to squeeze it in.   If you are in your thirties, chances are life revolves around children and a mortgage. As much as we love our kids, the fact is they cost quite a lot. As for the mortgage, this is the age during which repayments are generally at [...]