Blog

No need to accept death benefits

27 November

Individuals can refuse to accept receipt of a superannuation death benefit if their personal situation is not suitable for them to take the payment.A senior legal executive has confirmed individuals can choose not to accept a death benefit...[Read More]

Latrobe Australian Credit Fund (12-month term account)

23 September

You may shortly receive notice that La Trobe Financial were recently issued with an ‘interim stop order’ for 21 days by ASIC for the LaTrobe Australian Credit Fund (12 month term account) due to concerns regarding their Target Market...[Read More]

2023 Value of an Adviser – Russell Investments

6 October

EXECUTIVE SUMMARY In a complex world that keeps posing challenges to investors, advisers continue to add value that enables their clients to attain their long-term financial goals. The spectre of a global recession and rising inflation have...[Read More]

In conversation with Dylan Alcott: Building a resilient mindset for success in 2022

22 March

I sat in on this webinar recently with Australian of the Year, Dylan Alcott it was definitely worth the watch. I would love to share this same experience with you my clients. Click on the image above or HERE. Login...[Read More]

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24 September

Thanks so much, Brendan and the team at Golconda

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