Imagine having the ability to benefit from the diligent financial habits of middle America.
life insurance
Bermuda-based fund investing in US life insurance policies launches in Australia
Laureola has launched its Life Settlements Fund into the Australian market.
Does your SMSF need to take out life insurance?
Trustees of SMSFs must not forget their duty to consider life insurance for their members.
Life insurance estate-planning trap with proposal to transfer small accounts
The Government’s Budget proposal to strengthen the ATO-led consolidation regime by requiring the transfer of all inactive superannuation accounts where the balances are below $6,000 to the ATO.
Do you have life insurance but no income protection insurance? You’re crazy!
No one likes to pay for insurance, let alone personal insurance. Who wants to think about the consequences if they die, become injured or fall ill and cannot work?
Beware the transfer balance cap trap
Strategic estate planning is key to ensuring flexibility in crises. Although you may not consider yourself at risk of exceeding the transfer balance cap following 1 July 2017, you may in fact be at risk, irrespective of your own superannuation account balance. One of the most important aspects to consider in light of the introduction […]