Financial Services Partners releases a monthly editorial, a monthly economic update and a quarterly newsletter for clients and contacts of our advisers.
The monthly economic update takes a look at the latest issues affecting local and international markets.
The quarterly edition of 'The Key' keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. The current and topical areas of advice we look at can include superannuation, investment, retirement, wealth protection through insurance, redundancy and estate planning.
In addition, we also release a special Budget edition of 'The Key' newsletter shortly after each Federal Budget is announced each year.
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Keeping in Touch (2) - June 2014
Published 4 June 2014
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Is your estate plan up-to-date?
Having a comprehensive estate plan will help you to pass on the assets and money you’ve worked so hard for throughout your life to those that you wish to receive them.
The Key Newsletter – Winter 2014
Published 29 May 2014
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Issue 43 of the latest market insight from Financial Services Partners.
In this issue:
Changes to deeming rules a concern for many retirees
A new opportunity to boost your super
Will you outlive your money?
To the Blue Mountains and beyond
Federal Budget - May 2014
Published 19 May 2014
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Federal Budget 2014/15
An update on the Federal Budget 2014/15 and what it means for you.
Keeping in Touch (2) - May 2014
Published 19 May 2014
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Important changes to insurance within super
From 1 July 2014, there are a number of changes to insurance within super that you need to consider when looking to protect yourself through an appropriate trauma insurance policy.
While these changes take effect from 1 July 2014, all policies established between now and 30 June 2014 retain their existing benefits.
Establishing insurance within super, or making changes to your existing cover in the next month or so, could help you to ‘lock-in’ more generous terms and conditions before the deadline.