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Sunshine Coast Adviser Ratings

Sunshine Coast has 9 advisers per 10,000 population, a lower concentration of advisers than the average of 10 in Australia. Sunshine Coast has a population growth rate of 12% in the last 5 years compared to 8% for Australia. Its median age of 43 is higher than the national average of 37. The affluent over

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Cancer Claims Data

Cancer Claims Data – Life Companies pay $1.55 billion+ in June 2019 The Financial Services Council has released new life insurance claims data highlighting Australia’s 10 most claimed cancers, as World Cancer Day is acknowledged around the globe.  To find out more click on the link below; Cancer Claims Data If you have any questions

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Xmas Party Closure – Facebook Post

OUR OFFICE IS CLOSED – 6th December 2019

Our Poole Group office will be closed the 6th December 2019, to allow all our staff to participate in our Christmas Activities.  We will have an answering service which will be able to take messages which we will respond to when we return to our usual working hours on the 9th December 2019. 

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Generation Gap

Generation Wealth Gap

If you read the business pages of the newspaper, you may have seen the term ‘inter generational wealth transfer’ starting to appear more frequently. That’s because an estimated $3 trillion of wealth is predicted to change hands over the next two decades, from households of Australians age 55+ to younger generations.[i] This represents a massive shake-up

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Payment Summaries are now called an Income Statement

Single Touch Payroll – Could it be the biggest adjustment to Australian Businesses since Good & Services Tax (GST)? The Australian Taxation Office recently introduced Single Touch Payroll (STP), this is a new legal requirement to report salaries and wages, PAYG withholding and superannuation via STP-enabled software to the ATO each time you are paid

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The Cost of Care

Australia – as the saying goes – is a ‘lucky country’. Our standard of living, our climate, and our health care and social security systems all stand up well to international comparisons. But there is a downside, in the false sense of security that Australians live with in terms of their health, and their capacity

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