CASE STUDIES
Scottie was 40 when he was diagnosed with bowel cancer. Scottie lives in country NSW with his wife and three year old daughter and works as a Project Manager in construction. Thanks to the foresight and guidance of his financial adviser, a critical illness/trauma insurance payout from TAL ensured Scottie and his family were financially supported through his illness, and an income protection insurance claim is seeing him through his recovery. Read more
Superannuation legislation allows the benefits of one member being divided, with a portion allocated to their ex-spouse in the event of a divorce or separation, to facilitate an effective property split. The portion split is not considered a withdrawal or a contribution and the new interests must each have preservation components and taxation components in the same proportion as the original interest. Read more
In retirement, every dollar counts. It’s worth exploring different strategies to grow your retirement income. Here we outline some factors that could be worth considering. Read more
If you or a loved one is moving into aged care, it’s likely you’ll need to contribute to accommodation, living and
ongoing care costs. Exactly how much you need to contribute will come down to the value of the aged care
resident’s income and assets. Whatever your situation, it’s important to have an understanding of the factors which may contribute to the fees you need to pay, as well as developing a plan for your cash flow to ensure you have the ability to meet your ongoing care costs. Read more
The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances and objectives. We recommend you obtain professional financial advice specific to your circumstances. You should read any relevant Product Disclosure Statements before making any decision.
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