Newsletter

 

 
 

In this month’s edition, we begin by focusing on EOFY planning with several tax and superannuation strategies. If you have anything you need to discuss, please contact us. Our animation illustrates the different types of powers of attorney and how they may be of benefit to you. We discuss diversification’s role in portfolio construction. Understanding what your insurance policies cover you for is important, we take a look at several Income Protection provisions. Lastly, the comedian Dave Allen’s video highlights the pitfalls of waiting around for ‘free’ money.

 
 
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EOFY planning: Tax and superannuation strategies

The end of financial year is close. In this article, we look at end of financial year planning strategies that may be worth considering, when it comes to tax and superannuation.

 

 
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Appointing a power of attorney

Estate planning can be complicated. When people review Estate planning, they often also discuss powers of attorney. In this animation, we discuss the different powers of attorney and how they may be of benefit to you.

 

 
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Diversification fundamentals in portfolio construction

You’ve probably heard the saying, “Don’t put all of your eggs in the one basket”, but what does it mean? In this article, we explore the importance of diversification when it comes to portfolio construction.

 

 
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Income protection: Supplementary provisions

There are many benefits to holding Income Protection insurance. In this article, we discuss several supplementary provisions held within some Income Protection insurance policies that have a focus on enhanced coverage.
 

 

 
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Dave Allen's comedy sketch: £10 note stuck under car tyre

Accumulating wealth can come in many forms, such as saving, investing and paying down debt. In this video, Dave Allen highlights the pitfalls of deviating from your plan and waiting around for ‘free’ money.