Australian Income Protection Specialists

Last Tuesday Judy had the honour of presenting the ‘Grimsey Perpetual Award’ to Rachael Magee at the A.B. Paterson College Netball Club presentation day for her exemplary commitment to the club.

Judy was also acknowledged for her outstanding contribution, commitment, and service to the club and was privileged to receive an Honorary Life Membership.

Congratulations to Rachael and the teams for the season so far.

All the best to the teams playing in the finals this Saturday!!

Snapshot of the Federal Budget Update 2020/21

Taking care of household finances can be taxing, especially if you have a big family. But with proper planning and budgeting, there’s no need to stress.

In your 40s? Here’s what you need to consider to financially get ahead.

Being in your 40s often involves balancing many responsibilities that it becomes easy to neglect your own financial wellbeing. But it’s not too late to secure your future. Here are some tips that may help you financially make the most of your 40s.

To help you complete your tax return, especially if you’ve just started working from home for the first time, this checklist outlines income and expenses you need to disclose to the Australian Taxation Office (ATO) when lodging your return.

An increase in scams targeting superannuation Visit the post for more.

Effective 31 March 2020, insurance companies must stop providing ‘agreed value’ policies that are based on the income you advise at the start of cover, regardless of any subsequent change in income. This means no more ‘agreed value’ contracts can be bought or sold after 31 March 2020.

Should you wish to obtain further information or to have an Income Protection policy in place with an ‘agreed value’ benefit, please call Shawn on 0413 308 471.

General advice warning. The information is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.

It was an honour for Judy to present the ‘Grimsey Perpetual Award’ to Renee Crispe at the A.B. Paterson College Netball Club presentation day, for her outstanding commitment to the club. Congratulations Renee and to all the girls for an awesome season.