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Knowledge Centre

Home » Knowledge Centre

Investments

  • What is the risk return profile of your portfolio?
  • What is the benefit of investing in shares?
  • What is an investment bond?

Superannuation

  • What are the limits on superannuation contributions 2020/21?
  • What are the superannuation withdrawal rules?
  • What is a downsizer contribution?
  • What is the first home super saver scheme?

Self Managed Superannuation (SMSF)

  • What is a Self-Managed Super Fund?
  • Investing in a Self-Managed Super Fund: What are the rules?

Retirement

  • What is an effective way to save for retirement?
  • What is an Account-based Pension (ABP)?
  • What is a Transition to Retirement Income Stream (TRIS)?

Social Security

  • What is the cut-off limit for Centrelink benefits?
  • Social security gifting rules
  • What are the benefits of a health care card?

Estate Planning

  • What is estate planning?
  • What is an executor of a will?
  • What is a testamentary trust?
  • What is a power of attorney?
  • What is a death benefit nomination?

Redundancy

  • Managing your finances after accepting a redundancy

Insurance

  • What is Personal Life Insurance?
  • What is a Total & Permanent Disability Insurance?
  • What is Trauma Insurance?

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Defined Financial Advice
ABN 20 643 824 711
Corporate Authorised Representative No. 1283691
Level 25, 88 Phillip Street
Sydney, NSW, 2000

Australian Unity
ABN 26 098 725 145
AFSL 234459
271 Spring Street
Melbourne, VIC, 3000

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