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Archives

Monthly Archive for: ‘August, 2013’

SMSF Trustees: You Must Review Your Insurance Needs

Posted on  19 Aug 2013  by  James Baird  in  News, Retirement, Risk Insurance, Superannuation

    Given the complexities of holding insurance cover through superannuation, the introduction of new regulations (SIS Regulation 4.09, effective from 2012/13 onwards) creates a need for many SMSF Trustees to review their insurance needs.  Recent changes to the Superannuation Industry Supervision (SIS) Regulations have widened the scope of SMSF investment strategy considerations. This was […]

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Financial Advice for Young People

Posted on  9 Aug 2013  by  James Baird  in  News

I recently posted this surprisingly good Wall Street Journal article on Facebook – an array of US experts give their tips to young people:    http://online.wsj.com/article/SB10001424127887324474004578442682818178530.html It got me thinking – where do young Australians go for advice these days? Their industry super fund call centre? Their bank? A Financial Planner? Often there’s a feeling of “I […]

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