Welcome to our latest newsletter

I hope 2016 is treating you well. We are pleased to bring you some interesting articles on money management, retirement and estate planning.

If you would like more information on any of the topics below, please contact this office on 02 4343 1888 or peter.talty@clientcomm.com.au.

Regards

The team

Budget reminds us there's more to retirement than super

The 2016 Federal Budget alerted every member of a superannuation fund – large and small – to the fact that risk is not the sole domain of investment markets.

It's true, checking your bank statement every time you get one can really help you save money. If you find a mistake on your statement you can challenge it with your bank or the company who has taken out the money, to ensure you are only paying for thing you need to.

Judging by the number of TV ads about Funeral Cover many of us do think about dying or at least lifting the burden of funeral expenses from our family. It’s an emotional decision that is well meaning but can have big financial implications so we thought we’d compare two common funeral plan options, Funeral Insurance and Funeral Bonds.

When considering your estate plan it is important to ensure you have catered for your digital assets and their management and distribution.

The contents of this Bulletin are general in nature. We therefore accept no responsibility to persons acting on the information herein without first consulting us.

PO Box 3130 Umina Beach NSW 2257
02 4343 1888

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