Independent Financial Adviser

Independent Financial Adviser

Are your insurance needs covered? The start of a new year is always a good time to check whether your insurance policies are still serving your needs. But this year there is even more reason to review your cover.

If your super balance is less than $6000 or you are under 25 and are a new fund member, life insurance in your superannuation will no longer be automatic come April.i Read more
new years resolutions
Tackle your new year’s resolutions like a pro Ever look back on past New Year’s resolutions and notice they failed, not with a bang, but with a whimper? There was no dramatic quitting of that new class and no midnight burger binge. Instead, time just gets away from us. Other priorities come into our life. We just forget. Read more
Business report
Get some wins on the board with effective business reporting Too often businesses fall short of their goals because they don’t understand how to acquire and interpret data. Some cling to outdated reports that don’t reflect the contemporary market. Some get bogged down in so much information that it becomes meaningless. And others don’t report at all, preferring to rely on instinct, or just roll with the punches.

The truth is it’s never been easier to create sophisticated reports on many different aspects of your business. If you’re wanting to improve your business health, it may be time to change or elevate your metrics. Read more
Road
Keeping on the right side of SMSF rules The lure of greater control over your retirement savings with a self-managed super fund may be enticing but the freedom to chart your own destiny also comes with the responsibility to comply with the rules. Read more
Success, Accountable, Business man
Make yourself accountable for your success When it comes to career or life goals, a crucial element often missing from the discussion is that of personal accountability. Accountability is fundamental to effective government and successful business, but we often neglect it in regards to our own ambitions. Practicing personal accountability isn’t easy, but if you embrace it, the effect can be transformative. Read more