Advised life insurance has a higher rate of admitted claims than non-advised insurance across all four product types, according to new data released by ASIC and APRA. The two regulators released the data as part of the second phase of an ongoing project to collect and analyse claims data from all life insurers to establish
Labor’s proposal to further reduce contribution caps, re-introduce the 10% income test on personal concessional contributions, ban new LRBA’s, introduce a pension exemption limit of $75,000 for tax-free income in a superannuation environment, as well reducing other superannuation concessions, are also (thankfully) ‘off the table’.
So what proposals are back ‘on the table’ for discussion now that the election results are in?
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We don't know anyone who likes paying more tax than they are legally required to! The end of the financial year is fast approaching, have you booked your appointment to discuss whether all your boxes are ticked or to discuss your goals for the new financial year? Call one of our qualified accountants on 07 5437 9900 to allow us to review your financial position.
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Our very own insurance and investment specialist Hayden White has ranked in the top 10 advisers for 2018 on Adviser Ratings which is a national data base of advisers. Hayden has also ranked number one on the Sunshine Coast regarding his client reviews and rating out of 5. Find out how he can help you by calling us today on 07 5437 9900.
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Happy Mother's Day!
Wishing all our Poole Group Mothers & our clients a Happy Mother's Day. We hope you enjoy this special day with your family.
