Supercharge your portfolios return
How dividends can supercharge a portfolios return As we are in a low interest rate environment at the moment it can be quite lucrative to understand and utilise the benefit of franked dividends, particularly within the superannuation environment. How does it work? Listed companies that have paid tax at the company tax rate of 30%…
Read MoreMarket Highlights – October 2016
Central banks continued to support investor sentiment Share markets moved higher as bond yields remained low The US Federal Reserve (Fed) kept rates unchanged in September Markets in a see-saw At the start of the month share markets were weighed down by concerns that central banks may be withdrawing stimulus with bond yields increasing and…
Read MoreA super alarming reality for women
You might be shocked to know that the average super account balance for women when they retire is $90,000 less than the average for men, and 90% of women will retire with inadequate savings to fund a ‘comfortable’ lifestyle.1 These alarming statistics are a stark reality for many women today across Australia. That’s why at…
Read MoreIncome Protection Claim Paid
One of our valued clients, Jodie, recently suffered an injury to her shoulder on a weekend when she was at home with her family. The broken shoulder forced her to take 30 days off work to seek medical treatment and begin the road to recovery. As Jodie is the primary income earner for the family and had…
Read MoreProstate Cancer Claim Paid
Tim, a long term client of Leading Advice had had his trauma insurance with Asteron in place since 2008. Running his own business in driving he never thought he would end up with Prostate Cancer that would require surgery to stop the spread of cancerous cells. As part of his annual review we identified a potential claim…
Read MoreThe Risks Facing Retirees
When it comes to retiring, there are a number of risks that retirees face that are specific to the retirement life stage. Unfortunately the risk that retirees may face in retirement is not just financial. They can be associated with longevity, investments, health and loss of loved ones. The financial risks faced by retirees, discussed…
Read MoreYour Biggest Asset
Are you insuring your biggest asset? With the majority of Australians still dangerously underinsured, is it time you reviewed your cover? Jeff is a clean-living 53-year-old who exercises regularly, doesn’t smoke, enjoys a healthy diet and only indulges his love of good wine at the weekend. Yet things changed suddenly for Jeff last year when he…
Read MoreRecent changes to super: are you affected?
You may be aware of the proposed superannuation changes that the Government announced in the May 2016 Federal Budget. Last Thursday, Treasurer Scott Morrison advised that some of these proposed measures have changed. This article will go some way to providing you with the latest information. With superannuation being a moving feast it can be…
Read MoreGolden Mic Winner
Well done Katrina for taking out the Golden Mic at breakfast this morning. A fiercely contested prize each week among other small business owners.
Read MoreLife Cover Claim
In the week of the 18th August we saw the widow of one of our clients receive $703,550 in a life insurance claim paid from a policy recommended by one of our advisers.
Read More