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Tarneit, Melbourne, 3029-Australia

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1300 69 22 34

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Resource Centre

Resource Centre

 

What is Life Insurance , Trauma insurance, income protection ,TPD (Total permanent disability)

 

Types of Personal Insurance 

  • Personal Insurance
  • Term Life – Life Insurance
  • Income Protection Insurance
  • Trauma Insurance (Known as critical or crisis insurance)
  • Total Permanent Disability Insurance – TPD
  • Child Trauma Insurance
  • Premium Affordability
  • Business Expense Insurance
  • Key person insurance
  • Split Policies  *new

Other Insurance types

  • Buy & Sell Insurance
  • Overview of General insurance 
  • Overview of health insurance 

 

Wish to understand what is superannuation, salary sacrifice, nomination, super contributions

 

Superannuation 

  • Overview of Super
  • Salary Sacrifice
  • Choice of Super
  • Government Co-contribution
  • Death Benefit nomination
  • Interdependency Relationships
  • Withdrawing from superannuation
  • Spouse Contribution
  • Superannuation Contribution
  • Combining your super  
  • Contribution splitting Strategy
  • Transfer Balance Cap
  • Transition to retirement strategy
  • Re-contribution Strategy

Estate planning  

  • Overview of Estate Planning

 

Other helpful web sites

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General Advice Warning

This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.