Author Archive

04
Oct

Money Management reported today here that The Financial Services Council (FSC) has released new data around mental health-related total and permanent disability (TPD) claims - noting ...

02
Oct

Hi Mark, We have received all the payments from both BT and ClearView. We are incredibly grateful to you for making the process so smooth......Friday, 27 September 2019

23
Sep

The Australian Tax Office (ATO) has recently provided an update on various topics regarding superannuation, including life insurance.  In their update, the ATO noted that they have received just over ...

23
Sep

The ATO are currently sending letters to about 17,700 self-managed super fund (SMSF) trustees and their auditors where the SMSF holds 90% or more of its funds in one asset or ...

04
Sep

According to research just released by S&P Dow Jones, in their SPIVA Australia Scorecard, Australian large-cap equity funds achieved an average return of 6.3% for the 12 months to 30 ...

29
Aug

Migrating to Australia ? Superannuation considerations

Did you know that if you are either migrating or returning to Australia, it may be possible to transfer your retirement benefits from an overseas fund to an Australian super ...

26
Aug

Death cover claim

" Yes the funds were received thank goodness. I really appreciate all the work you did in ensuring the life insurance came through. It certainly has been a huge relief ...

06
Aug

Changes to Genetic Testing in Life Insurance

Following industry consultation, the Financial Services Council has approved changes to Standard No.11 in relation to genetic testing. The resulting moratorium limits the use of genetic test results when assessing applications ...

29
Jul

Pensioner Deeming Rates Reduced

The Government has  announced a cut in the deeming rates although the reduction has fallen short of pensioner expectations with only a 0.25% change in the upper rate. The new ...

19
Jul

Dental Professional Indemnity Insurance – Root Canal Study

A study conducted by the University of Adelaide has shown that Root canal work is not as bad as people think when compared to other dental procedures. Self-reporting of their ...